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Careful information handling, transparent processes, and perfectly tailored products are the basis for the successful sale of financial products such as investment products, insurance, and other assets. Modern IT systems and fully digital processes ensure quality, scalability, and a professional approach to regulatory challenges.
audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements for the sale of financial products. Specific modules for asset management, insurance sales, and investment products round off the solution.
audius:Finance offers differentiated management of customers and clients, external consultants, and employees. All industry-specific business processes are mapped. Appealing dashboards and analyses ensure transparency. In conjunction with the Microsoft Modern Workplace for collaboration and communication, it provides an ideal basis for your success.
Training and continuous professional development are key success factors given the number and fast-moving nature of financial products and the stringent regulatory requirements for consulting quality and process reliability. Our audius:Education & Events solution enables you to manage this area efficiently and transparently.
