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Industry solution for financial service providers

audius:Finance for financial service providers

Industry solution for financial service providers
 
 
 
 
 
 
 
 
Information

audius:Finance combines the general benefits of Microsoft Dynamics 365 Sales with the industry-specific requirements of various groups in the financial services sector: companies in asset management, investment product development and sales, real estate development and sales, and insurance brokers receive a solution that is precisely tailored to their business model.

The modular system for stringent and efficient business processes

The modular structure of audius:Finance makes it possible to map company-specific requirements using individual components for asset management, insurance, investment and real estate. Brokers in particular who offer overlapping products (e.g. investment and insurance products) can combine the individual components as required.

The complete solution offers a "total package":

  • the functions of Microsoft Dynamics 365 in the areas of sales, marketing and service
  • the industry-specific extensions of audius:Finance
  • the combination of modules according to company-specific requirements.

In addition, users particularly enjoy the integration options of the Microsoft product range and Microsoft 365 and document management with Microsoft SharePoint in their day-to-day work.

The industry solution offers the following components:

  • audius:Finance - solution platform
  • audius:AssetManagement for asset management
  • audius:Investment for the development and distribution of investment products
  • audius:Insurance for insurance brokers
  • audius:RealEstate for real estate development, sales and management.

Interfaces:

audius:Agenda - Schnittstelle zu Agenda Rechnungswesen
audius:DATEV - Buchungsassistent für Dynamics 365 Sales
audius:SEPA - Schnittstelle für Bankeinzug
audius:Transaction - für den automatisierten Import von Transaktionen
Konnektoren Microsoft Power Platform
Schnittstelle zu Immobilienportal Immobilienscout24

Target groups:

  • audius:AssetManagement for asset management
  • audius:Investment for the development and distribution of investment products
  • audius:Insurance for insurance brokers
  • audius:RealEstate for real estate development, sale and management.

The minimum number of users for the implementation is 10 users.

References:

Naming of references and contact persons on personal request from the manufacturer.

Contact information:
Ms. Christina Schwarzer
Vertrieb
+49 8654 4608 25
Links & Downloads:
Request software exposé and further documents (1)

Functions (excerpt) of audius:Finance for financial service providers:

Address and contact lists
Address merging
Address management
Analysis functions
quotation management
Contact persons
Archiving
Article, customer and invoice numbers
Asset management
Task management
Termination of contracts
Order management
Notification system
User management
Report management
Complaints
Claim management
CRM
CRM customer data reconciliation
Dashboards
Data protection management
DMS
Duplicate functions
E-mail functions
E-mail management
Single and shell contracts
Reminder and escalation functions
Export functions
Invoicing
Filter function
Fund management
Form management
Fee management
Geographical display
Large address quantities
History
History creation
Real estate management
Import functions
Calendar and appointment management
Campaign management
Categorization
Contact management
Contact persons
Contact planner
Customer communication
Customer display
Customer data
Customer data import
Customer display
Customer experience management
Customer frontend and backend
Customer groups
Customer history
Customer accounts
Customer account overview
Customer portal
Customer management
Course data import
Lead management
Dunning
Mailing functions
Broker portal
Multitenancy
Client management
Marketing tools
Multi-user capability
Metadata
Sample letters, contracts
Sample contracts
Notes
Portfolio management
Forecasting and planning
Logging
Commissions
Invoices
Invoicing
Complaint Management
Risk assessment
Risk management
Mail merge functions
SLA contract management
Master data management
Statistics
Search
Phone logs
Deadline and time limit monitoring
Scheduling
Text module management
Transaction management
Sales opportunity management
Insurance data
Insurance lists
Versioning
Contract approval workflow
Contract type definition
Contract controlling
Contract content entry
Contract management
Contract partner management
Template management
Maintenance contracts
Resubmissions
Workflow management
Central address management
Additional database fields

Price

on request

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
for a fee
Customizing:
possible for a fee
First installation (year):
2003
Manufacturer based in:
Germany
Training:
for a fee
Hotline:
for a fee
Installation support:
for a fee
Documentation:
Online Help, Technical documentation
Dialogue language(s):
English, German
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win 8
Win 7
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
data storage medium:
DVD
CD-ROM
Download
Flash memory
Other requirements for soft- and hardware:
Browser Microsoft Edge, Browser Google Chrome

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audius:Software & Consulting for IT, software and consulting companies
audius:CRM – the cross-functional standard software
audius:Event for Event Management
audius:CRM+ERP for production and trade
audius:Seminar for training and seminar management

audius:Finance for financial service providers is listed in the following categories