Book a Demo
Fin365

scheduling The integration between iFactFind and Fin365 is a cornerstone for enhancing financial Advisery services, offering seamless data flow and synchronisation between the two systems. This integration ensures that all critical client information is kept up-to-date and synced effortlessly, enhancing both the accuracy and efficiency of client management.

Fin365, built on the robust Microsoft Dynamics platform, is a powerful CRM designed specifically for the financial services industry. It leverages the advanced capabilities of Microsoft Dynamics to provide a comprehensive and user-friendly interface that manages client interactions, data, and business processes. The integration with iFactFind enhances this functionality by enabling real-time data exchange, which ensures that any changes in client information in iFactFind are immediately reflected in Fin365, and vice versa.

Recommended Workflow with Fin365 Integration:

  1. Onboard Lead in Fin365: Capture initial lead information directly within Fin365’s dynamic system.

  2. Lead Qualifies to Prospect/Client: Once a lead is qualified, they are converted to a prospect or client within the CRM, setting the stage for deeper financial engagement.

  3. Download Client to iFactFind: Import client details from Fin365 to iFactFind to begin or update the financial fact-finding process.

  4. Sync Client with iFactFind: Establish a two-way sync between Fin365 and iFactFind, ensuring that data across both platforms is consistent and current.

  5. Ongoing Sync from the Client Profile: Maintain a continuous synchronisation of updates, ensuring that all client profiles reflect the most accurate information across both platforms.

This integration not only streamlines data management but also enhances the overall efficiency of the financial planning process. By connecting iFactFind’s detailed financial data collection with Fin365’s robust CRM capabilities, advisers can manage client relationships more effectively, with a clear, organised workflow that maximises both client satisfaction and Advisery productivity. This strategic alliance transforms how advisers interact with their clients, providing a platform that supports sustained engagement and superior financial management.