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.
