A well architected and integrated CRM, overlayed with the requisite business discipline, makes it possible for financial services businesses to capture and store all the data needed to meet their compliance obligations. Fin365’s customised version of Microsoft Dynamics CRM was built by Australian financial advisers to help counter the complexity and costs resulting from the ever-changing regulatory requirements.
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- Fin365 and ROAR Software partner on financial planning software integration June 12, 2021
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- How to win the financial services compliance game March 29, 2021
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- “Tech Intensity” for Financial Services SMEs February 9, 2020
- FinPal announces merger with MiiiA, rebrand to Fin365 September 15, 2019
- Calling all Perth Advisers January 19, 2019
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