A series from Fin365 documenting our use of Microsoft’s Copilot technologies in our own business. Post #4: Microsoft Copilot for Sales
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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.
FinPal Australia’s first FinTech solution certified for Microsoft AppSource
April 28th, 2017 Australian financial planning software provider, FinPal, today announced its financial planning software solution is available on Microsoft AppSource. FinPal’s financial planning software…
Financial Planning Software leverages Microsoft Dynamics 365
See how FinPal’s financial planning software will benefit from the upcoming release of Microsoft’s Dynamics 365
Business Intelligence for Financial Advisers
While the concept of Business Intelligence (BI) has been around a long time in large organisations, it is a relatively new term for most small…
Create documents directly from Dynamics CRM by using Word and Excel templates
The improved integration between Dynamics CRM 2016 & Word/Excel makes it easy to produce your own custom document templates and populate them with data from your…
