audius:Finance Description

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

Integrations

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Company Details

Company:
audius
Headquarters:
Germany
Website:
www.audius.de/en/software/industry-solutions/audius-finance

Media

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Product Details

Platforms
SaaS
Type of Training
Documentation
Webinars
In Person
Customer Support
Phone Support
Online

audius:Finance Features and Options

Financial CRM Software

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

Financial Services Software

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

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