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Fin365
Fin365 is a cloud based business and customer management system for financial services professionals. Fin365 enables financial services professionals to deliver a better experience to more customers with greater efficiency.
Overview
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.
Blog
Phone
+61458224427Website
www.fin365.com.auCategories
Business ApplicationsTargeted
Industries / Customers
Finance
Technology Platform
Azure
Solution
CRM for Financial Services
