Fin365 Updates & Industry News

News Category Search Results

  1. Features
  2. Business Intelligence
Fin365 - Platform Benefits

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.

Menu