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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What the heck is fintech?
Disruption has arrived to the financial services industry. To thrive in this new world, financial advisers will need better financial planning software
Fintech companies FinPal and Investfit deliver real-time modelling for financial advisers
Investfit and FinPal aim to streamline the advice process by delivering real-time advice modelling to an adviser’s financial planning software system.
Polish your profession … but build a business.
While the professional intelligence of financial advisers (product knowledge, tax, strategy, etc) is important. Our business intelligence provides significantly more benefit to our business and, ultimately, our clients. Unfortunately, there’s been very little focus in this area.
Put away the crystal ball. All your clients need is a clear window.
The journey financial advisers take with their clients often results in deep relationships being formed. However, in the early stages, it can be difficult to demonstrate value and build trust. FinPal client portal offers clients a real time window into their financial planning future. Fact find information is collected directly through the portal, allowing us to provide clients an instant view of their current situation and show them how changes will impact their future outlook.
Financial Planning Business Intelligence – are your clients getting the love they deserve?
By monitoring time spent on ongoing service activities, financial planning businesses’ can quickly identify higher paying clients who are not receiving adequate attention or lower paying clients requiring too much attention. Business and/or fee adjustments can then be made to ensure both customer expectations and business profitability are kept at desired levels.
Eliminating revenue errors – intelligent commissions tracking software
Manually tracking and reporting revenue transactions is simply not cost effective for most financial planning businesses and so they hope they are being paid correctly and clients are being charged correctly. Unfortunately, that is almost certainly NOT the case.
Financial Planning Software leverages Microsoft Dynamics 365
See how FinPal’s financial planning software will benefit from the upcoming release of Microsoft’s Dynamics 365
Business Intelligence for Financial Advisers
While the concept of Business Intelligence (BI) has been around a long time in large organisations, it is a relatively new term for most small…
Create documents directly from Dynamics CRM by using Word and Excel templates
The improved integration between Dynamics CRM 2016 & Word/Excel makes it easy to produce your own custom document templates and populate them with data from your…
