Fin365 enables financial services professionals to delver a better experience to more customers with greater efficiency.

Fin365 is a suite of business and client management applications for financial planners, mortgage brokers, general insurance brokers and accountants. Leveraging the power of Microsoft’s Dynamics CRM, Power BI and Azure platforms, Fin365 has added all the essential features required by our financial services customer, resulting in a solution that is instantly useful out of the box and easily configured for unique business needs.

Improve the customer experience

Web based client on-boarding
Interactive client portal
Customized client reports
Automated client communications

Reduce Business Risk

Automated compliance management
Secure data environments

Lower business costs

Automated business processes
Reduction in manual data entry

Measure the results

Revenue reporting
New business performance
Compliance health
Team performance

Fin365 CRM for Financial Services

by FinPal