audius:Finance combines customer relationship management (CRM) and the industry-specific requirements of financial service providers in a single solution. Financial service providers therefore receive much more than a professional CRM system. The end-to-end business processes, integrated database, and uniform user interface result from precisely this combination of audius:Finance, its modules and Dynamics 365 Sales and other Microsoft IT infrastructure, such as Microsoft 365 or SharePoint. 

Above all, its versatile extensibility through additional industry components makes audius:Finance the perfect-fit software solution for financial companies. There are a total of 4 add-on components for the solution platform, which companies can select according to their individual areas of focus, as well as interfaces to real estate portals and for importing bank data. You start with the solution platform. The add-on modules can then be added as required, right up to the all-in-one solution.

This software component adds business processes for asset management with a focus on the acquisition process as well as mandate and contract management. The starting point is acquisition, winning new clients, always in compliance with the MiFID Directive. This involves countless personal activities and legal requirements, such as offer preparation, the filling out of WpHG (Securities Trading Act) forms, or the assignment of powers of attorney. To qualify clients for potential contract conclusions, audius:AssetManagement offers activity management and rule processes. 

It offers extensive contract management and processing functions, including management of the consulting service, key points for the management of assets, fee accounting, portfolio and transaction data, as well as reporting on the basis of the asset overview report. 

audius:Transaction can, if required, automatically import the transaction data into audius:AssetManagement. The transfer tool transfers the current portfolio, portfolio transactions, and portfolio history from the account-holding banks and makes the data available for performance and fee accounting. 

The integrated fee accounting creates statements automatically based on fee type and agreements. On the reporting date, the software calculates the basic fees, performance fees, and administrator fees automatically and triggers invoice generation. 

audius:Insurance offers specific processes and master data to support insurance brokers in their day-to-day work. The basis for the acquisition process is the EU Directive on insurance mediation and the customer inventory, into which the existing contracts of a policyholder are transferred: insured risks and potentially realizable commission amounts are visible. 

The component is intended for managing both application submissions and contracts because applications are submitted to the insurer and contracts may be withdrawn. audius:Insurance already includes the audius:Commission add-on for commission accounting via the contract positions for brokers, consultants, and structured sales organizations. 

A special feature of audius:Insurance is the processing of service requests and damage/loss reports via the uniform interface. This is where Microsoft Dynamics 365 Customer Service comes in. Customer inquiries about services and contracts, complaints, or damage reports are handled at one central location, from inquiry acceptance to activity management and reporting to the insurer right through to closure of the damage/loss report.