Audience

Financial service providers seeking a solution to improve their business processes and financial operations

About audius:Finance

audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers in one single solution. Asset managers, developers, and distributors of investment products, insurers, and real estate agents can use add-on modules to tailor their CRM system to their individual business models. Make recurring tasks for customer meetings, legal clarification, or damage/loss reporting even more efficient. We continuously develop our industry-specific software solutions, always under observance of the latest operational and legal requirements. We offer the perfect add-on for every task to ensure that your system remains flexible, scalable and up to date. You only use and pay for what you actually need. audius:Finance is our solution to support the industry-specific business processes of financial service providers.

Integrations

Ratings/Reviews

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Company Information

audius
Germany
www.audius.de/en/software/industry-solutions/audius-finance

Videos and Screen Captures

audius:Finance Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
In Person
Support
Phone Support
Online

audius:Finance Frequently Asked Questions

Q: What kinds of users and organization types does audius:Finance work with?
Q: What languages does audius:Finance support in their product?
Q: What kind of support options does audius:Finance offer?
Q: What other applications or services does audius:Finance integrate with?
Q: What type of training does audius:Finance provide?

audius:Finance Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Financial Services

Performance Management
Risk Management
Compliance Management
Analytics
Channel Management
Customer Engagement
Branch Optimization