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Achieve harmony between your CRM and core banking system.

Core Banking Integration

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Microsoft Dynamics CRM meets Finance

There are many CRM systems. But which system can meet your industry-specific requirements? When searching for a suitable service provider, are you only able to find system specialists without industry knowledge? We combine many years of development know-how with in-depth industry experience in the financial services sector. Not least due to the support of our customers, we have developed various modular templates for all sectors of the financial services industry.

cleversoft Financial Services Template

As a financial service provider, you face new challenges every day. Changing markets, more intensive customer service and, above all, new and changing legislation such as MiFID and KWG require a structured and flexible back office.

These requirements can only be economically met with intelligent software and automated processes. The ideal basis for this is Microsoft Dynamics CRM with our Financial Services Template.

Through our existing and continuously developed template, you can avoid the costly individual adaptation of your CRM system and achieve positive results quickly and easily.

Key Facts

  • German Money Laundering Act (GWG) and German Securities Trading Act (WphG) detection with automated resubmissions
  • Displays all asset classes
  • Authorization process in accordance with the four eyes principle
  • Compliance with MiFID regulations
  • CTI integration
  • Contract management for distribution agreements and asset management contracts
  • Detection of all the routes through which documents are dispatched to the customer with automated dispatch control
  • Adviser cockpit with all key information about the customer portfolio
  • Automated business processes (e.g. resubmissions, loss threshold warnings, etc.) Expandable with the Portfolio Software Integration, ProviAM™- and Sharepoint- Integration

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

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We ensure you have everything you need to get off to a great start with your compliance software and services.

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Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

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Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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