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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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.
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.
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…
