fsi360: Transforming Financial Services with End-to-End Industry Innovation

Gain a 360-degree view of your financial services firm. Any time, from any location, on any device.

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Made for Financial Services, Powered by Microsoft

fsi360:

Built on the industry-leading Microsoft Dynamics 365 cloud platform, fsi360 is the financial service industry's most modern and comprehensive marketing, business development, finance and relationship intelligence suite of applications.

Used by many of the preeminent firms around the world, fsi360 by HSO can help you put your customers first with streamlined finance operations and data you can trust.

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fsi360 for Asset Managment

  • Fund Accounting: Automate fund operations with real-time accuracy.
  • Loan Management: Simplify loan lifecycles from origination to payoff.
  • Multi-Entity Financial Management: Control global finances in one unified view.
  • Financial Systems Integration: Connect systems for smarter financial decisions.
  • Asset Management: Optimize asset performance and lifecycle value.
  • Data & AI: Unlock insights with AI-driven analytics.
  • ESG & Sustainability: Track and report ESG impact with confidence.

Full Service Firm Modernizes Ops and Strengthens Client Relationships

fsi360 x Microsoft

fsi360 extends the power of the Microsoft cloud platform with pre-built industry solutions for your unique requirements. With AI-infused apps, deep data & analytics capabilities and modern workplace tools, you can harness the power of Microsoft to drive automation, real-time actionable insights and deliver results.

Smarter Workflows, Less Manual Effort

AI-Powered Agents for Financial Services

AI-powered Agents transform work by automating routine processes, reducing errors, and freeing time for higher-value activities. Built on Azure and Microsoft Copilot, they streamline billing, vendor communication, time capture, and project management to deliver accuracy, efficiency, and a scalable foundation for growth.

AI-powered automation designed to boost accuracy and efficiency.

HSO's PayFlow Agent streamlines vendor and subcontractor payment inquiries by analyzing emails, pulling real-time data from Dynamics 365 Finance, and sending instant, accurate replies. It clears inbox backlogs, reduces manual effort, and strengthens vendor relationships with faster, more consistent communication.

HSO PayFlow Agent

The Industry Financial Services Solution Suite

fsi360 Offerings: 


fsi360 Customers

Customer Stories

Learn how we're helping financial services firms with the latest cloud and AI technologies

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