Fin365 strengthens financial services CRM workflows with integrated SMS

For Fin365, SMS was not just another channel to bolt onto a CRM. It was a missing piece in how financial services businesses needed to communicate, record interactions and stay compliant inside the systems they already relied on. 

Built on Microsoft Dynamics 365 and the Microsoft Power Platform, Fin365 customises those tools for financial services organisations by adding the integrations and connections they need to work more effectively. As demand for omnichannel communication grew, more clients started asking for SMS integration within Dynamics 365. They wanted to automate common messages like birthday greetings and appointment reminders, while also keeping a proper record of text-based communications inside the CRM. 

That recordkeeping mattered for more than convenience. In financial services, being able to track and store communications can have compliance and quality-assurance implications, especially when texts sent from personal phones are not captured in the system of record. Fin365 needed a partner that could offer the right technical solution, but also the service and support required to make SMS workable for its clients.

Before working with Sinch Engage (formerly MessageMedia), Fin365 had struggled to find a provider that could deliver both strong functionality and dependable support. Stephen Handley says previous options may have had a solid technical product, but when customers had questions or billing issues, Fin365 often had to step in as the intermediary. 

That changed with Sinch Engage. In addition to competitive pricing, Fin365 saw the quality of support as a major advantage. Early confidence was reinforced by positive feedback from Fin365 clients who were already using Sinch Engage as a standalone platform.

Even in the early stages of the partnership, Fin365 was already seeing the value. Stephen points to one customer that had been rolling out with a previous provider before Sinch Engage stepped in. Fin365 introduced the customer to the Sinch team, who then handled onboarding and setup directly. The process went smoothly, and the client feedback helped confirm that the partnership could deliver the level of service Fin365 needed.

For Fin365, that kind of support is important because it makes it easier to standardise common SMS automations and extend them across more customers over time. Rather than building one-off workarounds, the business now has a stronger path to delivering integrated SMS inside financial services workflows at scale. 

The long-term opportunity goes beyond simple reminders or alerts. Fin365 sees integrated SMS as part of a broader move toward better-connected, more consumer-friendly financial services experiences. When communication happens inside the CRM, businesses get stronger visibility, cleaner records and a more consistent way to engage clients across channels.