Is AI really going to kill your CRM? Not quite. Before your business can benefit from agentic AI, it needs clean data, structured activity records, and connected workflows. Here’s why CRM isn’t the obstacle to your AI future, it’s the prerequisite for it.
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Technology Test Drive – Microsoft Copilot for Sales
A series from Fin365 documenting our use of Microsoft’s Copilot technologies in our own business. Post #4: Microsoft Copilot for Sales
Technology Test Drive – Microsoft Copilot (formerly Bing Chat)
A series from Fin365 documenting our use of Microsoft’s Copilot technologies in our own business. Post #1: Microsoft Copilot (formerly Bing Chat)
Demystifying Microsoft Copilot(s)
Fin365 CEO, Stephen Handley, provides a detailed analysis of Microsoft Copilot AI technologies, as well as some guidance on how these emerging technologies may be able to add value to financial services companies.
Fin365 rated #1 in Adviser Ratings 2022 Financial Advice Landscape Report
For the second consecutive year, software provider Fin365 has been rated number 1 in customer satisfaction in an industrywide survey of more than 1500 financial advisers. According to results published in the Adviser Ratings’ 2022 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 61.8.
Fin365 rated #1 in Adviser Ratings 2020 Financial Advice Landscape Report
Software provider Fin365 has been rated number 1 in customer satisfaction in an industrywide survey of more than 1500 financial advisers. According to results published in the Adviser Ratings’ 2020 Financial Advice Landscape Report Fin365 achieved a positive Net Promoter Score (NPS) of 76.
How to win the financial services compliance game
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.
“Tech Intensity” for Financial Services SMEs
In a recent blog post, William Borden, Microsoft CVP of Financial Services Industry, introduced the concept of Tech Intensity and it’s impact on business success. While Borden focused on the bigger end of town, the components of his formula are just as relevant for smaller organisations where the relationship with the end customer is even deeper.
You’re wasting your time on technology
I’m genuinely excited about what’s coming in 2018 and so have decided to join the game of new year’s predictions. Here goes … my prediction is …
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
