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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.

Category

Business Applications

Social media

Social media

Targeted
Industries / Customers

Finance
Technology Platform
Azure

Solution

CRM for Financial Services