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":
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:
The minimum number of users for the implementation is 10 users.
Naming of references and contact persons on personal request from the manufacturer.