Building a CRM App for Financial Advisors with Stephen Handley, Fin365

Join me with Stephen Handley,founder, CEO and chief architect at Fin365, an application development business serving financial services professionals in Australia. Fin365 was born out of need for better data management practice management platform that Stephen identified in his own financial planning business.

Our discussion covers:

  • How Stephen's background of being a software developer and a…

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Building a CRM App for Financial Advisors with Stephen Handley, Fin365

Neil Benson: [00:00:00] Welcome to the Amazing Applications podcast, for Microsoft business apps creators who are building amazing applications that everyone will love. Welcome to the show. I’m your host, Microsoft business applications, MVP Neil Benson.

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Author: Neil Benson

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