Fin365 is a cloud based business and customer management system for financial services professionals
Fin365 is a fully integrated, cloud based software solution that enables our financial services customers to deliver a better experience to more customers with greater efficiency.
Our revolutionary business intelligence and management systems enhance team performance, increase client engagement and reduce business risk, resulting in a more profitable business.
At the heart the Fin365 system is a customised version of Microsoft’s, enterprise grade, Dynamics CRM, ensuring reliability and scalability. Integration with Outlook, Teams, Sharepoint and other Microsoft 365 software applications is seamless.
Extending Dynamics already rich feature set, Fin365 has added all the essential features to deliver a solution that is instantly useful out of the box and easily configured for unique business needs.