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Financial Services App – An out of the box custom solution

A one-size-fits-all approach doesn’t work when it comes to getting the most from your CRM. Due to the high level of complexity, it is impossible to achieve significant time and cost savings by developing an individual solution



Get started with Financial Services App today

We will be happy to advise you on the details.

Get in touch

Get started with Financial Services App today

We will be happy to advise you on the details.

Get in touch

The Financial Services App Suite

Out-of-the-box options may seem cheaper, but these tools quickly reach their limits when you attempt customization.

Only with frameworks – such as those offered by Microsoft Dynamics CRM in combination with our Financial Services App – we can provide individual solutions at economically feasible costs. We believe that this is the only way to successfully implement CRM systems.

We develop creative solutions based on our fundamental belief that technology is the means to streamlining business processes and achieving strategic success.

Microsoft Integrations

Benefit from a seamless solution that is quick to install, can be tailored to your company’s needs, and is easy to maintain. Integration into the familiar working environment of Microsoft Office will ensure a high level of acceptance with your employees, thus providing the optimal basis to ensure they will be happy and productive working with the CRM software.

With the cleversoft Financial Services App, we have the leading industry solution for the financial sector. By integrating SharePoint as a document management system with further interfaces (e.g., to portfolio management systems) your CRM can serve as the central application in your company.



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, and Sharepoint- Integration

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.