A key benefit of using Dynamics CRM as the foundation for FinPal’s financial planning software is the quality integration with Microsoft’s products such as Outlook, Word and Excel. These integrations provide additional business efficiencies such as:
> Emails sent to/from clients are automatically attached to their CRM record
> CRM activities such as appointments sync directly to Outlook
> Convert emails to CRM Leads/Opportunities directly from Outlook
> CRM searches can be exported to Excel for manual manipulation
> Export CRM reports to Word for custom edits
SharePoint is Microsoft’s cloud based team collaboration software, that allows you to quickly and securely organise, share and manage content.
Store your business documents securely in the cloud so they can be accessed from anywhere, even on your phone. A local copy can be synced to your PC/Laptop for offline access. View documents related to Clients directly from their CRM records.
Microsoft has made it possible for 3rd party developers to easily expand the capabilities of Dynamics resulting in large ecosystem of useful apps.
Want to link Dynamics to your MailChimp marketing campaigns? Or set up automated workflows to send & track documents for electronic signature? Like sending SMS reminders to your clients before appointments? Check out AppSource to enable all these features and more.
Investfit’s cloud-based system uses sophisticated predictive analytics to maximise financial goals, such as retirement income, by simulating a person’s financial future using technology that crunches billions of calculations in real time.
Client data from the FinPal CRM can be securely sent to the Investfit system, allowing advisers to produce Investfit modelling results in a matter of minutes. The output from the Investift system then flows back to FinPal for easy insertion into advice documentation.
Moneysoft’s market-leading platform, supports financial professionals with dedicated solutions that enable them to provide financial management services, including cash flow, budgeting, saving and goal-tracking services.
FinPal’s connects to the Moneysoft system and automatically retrieves current account and cash flow information for your clients, significantly reducing manual data entry and providing a real time view of your clients’ complete financial situation.
You can access a no-obligation free trial of the Moneysoft system, here.
TAL is one of Australia’s leading life insurance companies, providing financial protection for over 3.7 million Australians. TAL’s data feeds automatically flow into the FinPal system ensuring policy information about your clients is always up to date.