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Fin365 rated #1 for customer satisfaction

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Data driven business transformation

Fin365 is rated #1 for customer satisfaction

Industry Solutions

Fin365 helps our financial services customers unlock the power of Microsoft 365 enterprise technologies; turning these powerful tools into instantly useful solutions that deliver tangible benefits for your business. Discover Fin365’s industry specific solutions.

Financial Planning

Fin365’s flagship Financial Planning CRM provides a comprehensive suite of financial planning software tools for enhanced client and business management

General Insurance

Fin365’s General Insurance CRM centralises customer data and improves efficiency of new business, policy renewals and claims management.

Mortgage Broking

Fin365’s Lending CRM drives consistency into the lending process and enables mortgage brokers to improve ongoing engagement with their clients

Accounting

Fin365’s Accounting CRM helps accounting firms more efficiently manage business processes, identify new revenue opportunities and generate rich business intelligence

Fin365 - Gain Powerful Insights Into Your Business

“What you have learned is that the capacity of the plant is equal to the capacity of its bottlenecks.”

– Eliyahu M. Goldratt (The Goal)

Curious about why we would compare a financial planning business to a manufacturing plant?

Download our free white paper:

‘Maximising (Profit) Flow
in a Financial Planning Practice.’

Gain Powerful Insights Into Your Business

Fin365’s Business Intelligence (BI) reporting provides real time monitoring of key business performance metrics improving your ability to make intelligent, timely and objective business decisions.

Fin365 - Gain Powerful Insights Into Your Business

> Customer Profiling
> Revenue Reporting
> Workflow Performance
> Compliance Health
> Team Performance

“If you can’t measure it, you can’t improve it.”

– Peter Drucker

Fin365 - Gain Powerful Insights Into Your Business

> Customer Profiling
> Revenue Reporting
> Workflow Performance
> Compliance Health
> Team Performance

“If you can’t measure it, you can’t improve it.”

– Peter Drucker

Fin365 User Experiences

Find out how real businesses have leveraged Fin365 to boost their operations and efficiency.

Enhance Business Performance

Increase Your Profit

Fin365 has been designed to improve the profitability of your business by:

> Improving your efficiency
> Intelligently tracking business revenue
> Reducing software costs

Enhance Team Performance

Fin365 shows team members how their efforts relate to overall business performance, helping everyone operate more effectively.

> Intelligent activity management
> Integrated project management
> Referral partner specific reporting

Fin365 Business Performance Client Satisfaction

Improve Customer Satisfaction

Fin365 includes innovative tools, which encourage your clients to stay committed to the journey, by delivering some instant benefits, including:

> Interactive Client Web Portal
> Customisable Client Reports
> Automated Communications

Reduce Business Risk

Fin365 includes a range of quality control features that help minimise the risk as efficiently as possible.

> Monitor Compliance Requirements
> Track Communications History
> Enforce Business Policies

Fully Featured Software

Fin365 is a complete client and business management solution that can be deployed quickly to provide instant benefits to any financial services business.

Leveraging the power of Microsoft’s cloud based services, it is scalable, reliable and integrates seamlessly with Outlook and other Office software. And while the built-in features will meet most businesses’ needs. Further customisations can be achieved easily and cost effectively.

Fin365 Business Intelligence

Business Intelligence

Fin365 Document Generation

Document Generation

Fin365 Workflow Management

Workflow Management

Fin365 3rd Party Integrations

3rd Party Integrations

Fin365 Web Portal

Web Portal

Fin365 Client Management

Client Management

Fin365 Revenue Management

Revenue Management

Fin365 Business Intelligence