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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- AI doesn’t replace your CRM. It relies on it. April 1, 2026
- Fin365 appoints Scott Hoy as Executive Chairman to accelerate strategic growth June 23, 2025
- Fin365 acquires Qwrk Outsourcing to deliver a one-stop-shop for software and technology outsourcing services. June 15, 2025
- Technology Test Drive – Microsoft Copilot for Sales January 17, 2024
- Technology Test Drive – Microsoft Copilot (formerly Bing Chat) January 17, 2024
- Demystifying Microsoft Copilot(s) January 17, 2024
- Fin365 to bolster technology services with strategic mergers January 10, 2023
- Fin365 rated #1 in Adviser Ratings 2022 Financial Advice Landscape Report May 29, 2022
