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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- How to win the financial services compliance game March 29, 2021
- Fin365 accepted into Microsoft’s Geo Expansion Program July 29, 2020
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- Calling all Perth Advisers January 19, 2019
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- FinPal and DBA Advisory to offer a technology driven outsourcing model for financial advisers April 2, 2018
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