{"id":43654,"date":"2022-12-09T11:41:22","date_gmt":"2022-12-09T00:41:22","guid":{"rendered":"https:\/\/onesaas.local\/case-studies\/new-partnership-with-fin365\/"},"modified":"2024-03-27T20:06:30","modified_gmt":"2024-03-27T20:06:30","slug":"new-partnership-with-fin365","status":"publish","type":"case-studies","link":"https:\/\/messagemedia.com\/nz\/case-studies\/new-partnership-with-fin365\/","title":{"rendered":"*text alert* Have you heard the latest about Fin365 and MessageMedia?"},"content":{"rendered":"\n<p>In a sea of digital apps and tools, rating #1 for customer satisfaction is no tall feat. But that\u2019s what Fin365 has done \u2013 and it\u2019s easy to see how.&nbsp;<\/p>\n\n\n\n<p>Fin365 is a software provider for the financial services industry, based on a foundation of Microsoft Dynamics 365 and Microsoft Power platform technologies.<\/p>\n\n\n\n<p>As Founder and CEO Stephen Handley explains, Fin365 customises those generic tools for financial services businesses. It adds the bits its customers really need \u2013 connection and integration to other systems. Clients get better data flow &#8211; and boosted engagement.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Omnichannel demands out-of-the-box integrations<\/strong><\/h2>\n\n\n\n<p>It\u2019s a bit of a buzzword, but omnichannel communication is where it\u2019s at.&nbsp;It\u2019s another way of saying people want to engage with businesses the same way they chat with family and friends: on the platform that suits them.&nbsp;<\/p>\n\n\n\n<p>That\u2019s why Fin365 clients are increasingly asking for SMS integration, but it\u2019s not an off-the-shelf function of Dynamics, Stephen explains.<\/p>\n\n\n\n<p>Some customers were after automation and templates \u2013 for example, birthday messages or appointment reminders.&nbsp;<\/p>\n\n\n\n<p>Having inbuilt SMS would also let them better track and record those comms already happening over text. In financial services, having that record can be mission-critical.&nbsp;<\/p>\n\n\n\n<p>\u201cGetting consent or approval is a big one,\u201d says Stephen. \u201cIf a text message on an advisor\u2019s phone doesn&#8217;t get recorded in the CRM, it can be a compliance problem down the track. There&#8217;s also a quality assurance component to it.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Triple win: service, tech and price<\/strong><\/h2>\n\n\n\n<p>Stephen says he\u2019d found it \u201csurprisingly difficult to find a partner\u201d who could deliver the functionality his customers were asking for, along with the service and support Fin365 needed.&nbsp;<\/p>\n\n\n\n<p>\u201cWe had a partner whose technical solution was pretty good, but we couldn\u2019t for the life of us get them to provide the necessary level of service,\u201d he explains.&nbsp;<\/p>\n\n\n\n<p>\u201cWhen a customer had a question, or there was a billing issue, we\u2019d have to play intermediary.\u201d<\/p>\n\n\n\n<p>That all changed when they started working with MessageMedia.<\/p>\n\n\n\n<p>While MessageMedia\u2019s per-SMS price was very competitive, the service it could provide added the biggest pull for Fin365.&nbsp;<\/p>\n\n\n\n<p>That good first impression was reinforced by feedback from Fin365 clients already using MessageMedia as a standalone platform.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Fast wins are just the start<\/strong><\/h2>\n\n\n\n<p>While Fin365 is just getting started with MessageMedia, it\u2019s already seeing benefits from the new partnership.&nbsp;<\/p>\n\n\n\n<p>Stephen points to a client\u2019s recent experience \u2013 they were already rolling out with the previous provider when MessageMedia stepped in.&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWe introduced the customer to MessageMedia, who then handled the onboarding and set up.&nbsp; We\u2019ve had great feedback \u2013 the onboarding went smoothly, which was further reinforcement that MessageMedia would deliver the necessary level of service.\u201d<\/p>\n<cite>Stephen Handley, FIN365 CEO <\/cite><\/blockquote>\n\n\n\n<p>Stephen can see that MessageMedia\u2019s support will let Fin365 standardise some of those common automations and roll them out to more customers.&nbsp;<\/p>\n\n\n\n<p>\u201cAs a collective of tech partners, if we\u2019re making the lives of the end consumer better, we\u2019re all going to win. This is just the start \u2013 we\u2019ll be working on making the partnership and the integrations stronger and better.<\/p>\n","protected":false},"author":5,"featured_media":39639,"menu_order":18,"template":"","meta":{"_acf_changed":false,"popular":false,"coming_soon":false,"link":"","footnotes":""},"class_list":["post-43654","case-studies","type-case-studies","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>MessageMedia + Fin365 | SMS Perks for Financial Services New Zealand<\/title>\n<meta name=\"description\" content=\"MessageMedia and Fin365 joined forces to help financial services automate reminders, track comms and boost engagement with SMS. 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