audius:Finance
The Industry Solution for Financial Service Providers
audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers. Asset managers, investment product developers and distributors, insurance brokers, and real estate developers and agents receive a software solution that is precisely tailored to their business model.


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Serdar Dedesah beschäftigt sich seit fast 10 Jahren mit den Business-Lösungen von Microsoft und ist als Vertriebsleiter für den Software-Bereich bei audius tätig. Er ist ein nativer Tech-Enthusiast, der immer am Puls der Zeit ist.
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audius:Finance – The Solution Platform
audius:Finance is the underlying platform for all industry-specific business processes, dashboards, and analyses. This is also where the administration of clients, consultants, and employees takes place.
Companies and contacts are entered on the CRM system using data entry forms specially designed for financial service providers. This client management enables the mapping of families, connections between the contacts, and personal characteristics. The interactions of this mapped network of customers, contacts, employees, and consultants are then coordinated and documented as activities.
The business processes support role-based working with defined rights for employees and consultants at the company. audius:Finance actively supports mobile working, either through the use of mobile devices or via a portal. However, it is not only financial service advisors out in the field who benefit from the customizable dashboards and analyses for a quick overview of their customers, specific tasks, and developments.
The audius:Finance solution platform for financial service providers can be expanded to include software modules for asset management, insurance brokers, the development and sale of investment products, and real estate.