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A CRM built for financial services experts

A specially developed Microsoft Dynamics CRM Template based on years of experience in the finance sector.


Book a demo


to discover how CRM works.


Get in touch

Book a demo


to discover how CRM works.


Get in touch

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. 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 – can we be in a position to 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 Template, 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.

 

Process Optimization

We use systematic analyses to define customer-specific product requirements, then develop effective and secure process chains to optimize your process as we implement.

  • SharePoint Integration for Document Management
  • Automated dispatch control and detection of all routes to customers
  • Integrated KYC checks and customer on-boarding
  • Telephone integration
  • Audit trails and four eyes principle
  • Contract Management
  • Investment Profiles
  • Suitability Checks & Reports
  • Standardized APIs for core banking and portfolio management systems (e.g., PSplus, iComps, Banqpro, Tambas, and more!)
  • Available in all languages
Customer Relationship Management Services
KYC Microsoft Dynamics 365 Integration

KYC functionality built directly into your Microsoft Dynamics 365 CRM

Financial Services App (CRM)

An out-of-the-box custom solution

SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team

Portfolio Software Integration

A CRM that integrates directly with your portfolio software