COIN Business Intelligence

 

COIN Business Intelligence1 is designed to help you analyse and manage the aspects of your business that are pivotal to its success:

  • your clients – in particular your profitable clients
  • the revenue you receive from the products and services you sell
  • your workforce and work processes
  • referrals from your business associates.

COIN Business Intelligence reveals your key business metrics, activity and revenue, and includes a referral management system – providing the business intelligence you need to help you stay on track.

Benefit from:

  • comprehensive reporting across your business
  • task management tools to record, track, monitor and assign tasks in your practice
  • a clear view of current, upcoming and overdue activities for your referrals
  • COIN Business Intelligence Service Bureau – a new service that can import your commission revenue data files and highlight any unmatched revenue for you2
  • first class training and ongoing support

COIN Business Intelligence is an intuitive, web-based solution that keeps you plugged into your business, even when you are on the move. 

Power your business with inside-out insight 
COIN Business Intelligence is simple to add to your existing licence if you are already a COIN Office user3. If you are new to COIN, you have the option to licence COIN Business Intelligence as a standalone practice management tool.

Discover how COIN Business Intelligence can benefit your business

  Download COIN Business Intelligence brochure now

Call our Business Development Team on 02 8245 4000 or email coin@macquarie.com

1 COIN Business Intelligence (COIN BI) is a module within the COIN Office software. Fees and charges apply. COIN Office is a financial planning and mortgage broking software product licensed by Coin Software Pty Ltd ABN 87 104 331 795 (COIN). COIN is a member of the Macquarie Group of companies.
2 Separate fees and charges may apply to the COIN BI service bureau – these fees are in addition to the COIN BI module fees.
3 COIN BI module is an optional module within COIN Office – additional licence fees and charges apply.

Contact us

COIN Software

1 Shelley St
Sydney NSW 2000
Fax: +61 2 8237 0980


Sales enquiries
Call: +61 2 8245 4000
Email


Technical support
Call: 1300 783 603
support@coinsoftware.com.au


Accounts
Call: +61 2 8245 4000
accounts@coinsoftware.com.au