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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“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
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.
Investfit modelling system redefines risk
Investfit has developed a tool that helps advisers present information in a way their clients are able to understand how much retirement income they give up in exchange for more stable short-term investment returns. The question for the client becomes “you could have $64,000 per year in retirement with 90% certainty* (top right of the chart), but you will likely experience some large negative investment returns on the way (eg a loss of 35% in one year), or you can have only $44,000 per year in retirement with the same 90% certainty* (bottom left of the chart) but experience a smoother ride, which would you prefer?”
FinPal’s Financial Planning Software to integrate real-time client data from Moneysoft
FinPal and Moneysoft aim to streamline the advice process by delivering real-time client data directly to an adviser’s financial planning software system. Moneysoft’s suite of…
Robo-Adviser will be no match for the Enhanced Adviser
It may be the experience I’ve gained over 20 years working in both the technology and financial services industries, or it could just be because I’m an avid Avengers fan, but I’m going to go out on a limb and make a bold prediction; the Robo-Adviser will be no match for the Enhanced Adviser.
