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What is audius:Finance?

audius:Finance combines the extensive benefits of Microsoft Dynamics 365 with the distinct requirements of diverse financial service entities into a cohesive platform. Tailored for asset managers, investment product creators, insurers, and real estate experts, this solution allows for the customization of CRM systems through additional modules that cater to individual business models. By streamlining repetitive tasks such as client meetings, legal inquiries, and loss reporting, it significantly boosts operational efficiency. Our dedication to crafting personalized software solutions guarantees alignment with the latest operational and regulatory standards. With ideal add-ons for each function, your system remains flexible, scalable, and up-to-date. The pay-as-you-go model ensures you only incur costs for the features you actively use, making audius:Finance an economical choice designed specifically for the unique demands of financial service providers. Consequently, businesses can prioritize their essential operations while benefiting from a reliable support framework tailored to their specific industry needs. This innovative approach not only enhances productivity but also fosters growth by allowing firms to adapt swiftly to the ever-changing financial landscape.

What is Innoveo Skye?

We are confident that you have the capability to create contemporary applications that provide digital experiences and foster business expansion without needing to write any custom code. Thus, our goal is to enable enterprises within intricate and regulated sectors to rethink application development, allowing them to be connected, creative, swift, and agile. Supported by prominent investors such as Everstone Capital and Paulson & Co, Innoveo’s cloud-based, AI-powered no-code platform is actively utilized by over 30 industry leaders worldwide in sectors like insurance, financial services, healthcare, and real estate. With Innoveo, you not only receive the solutions and industry knowledge you seek, but also a straightforward, honest experience that sets us apart from the competition. This commitment to transparency and efficiency ensures that your application development journey is both effective and enjoyable.

Media

Media

Integrations Supported

Braintree
Chase Merchant Services
Checkout.com
Cybersource
Google Analytics
Google Maps
Google Tag Manager
Mastercard Payment Gateway Services
Mercado Pago
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft SharePoint
Qlik Sense
Salesforce
Stripe
Supervity

Integrations Supported

Braintree
Chase Merchant Services
Checkout.com
Cybersource
Google Analytics
Google Maps
Google Tag Manager
Mastercard Payment Gateway Services
Mercado Pago
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft SharePoint
Qlik Sense
Salesforce
Stripe
Supervity

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

audius

Company Location

Germany

Company Website

www.audius.de/en/software/industry-solutions/audius-finance

Company Facts

Organization Name

Innoveo

Date Founded

2007

Company Location

Switzerland

Company Website

www.innoveo.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Hospitality Property Management

Built-in Accounting
CRM
Catering
Employee Management
Extended Stay
Front Office Management
GDS / OTA Integration
Group Management
Guest Experience (GEM)
Housekeeping Management
Loyalty Program
Maintenance Management
Marketing Automation
Marketing Management
Multi-Property
Online Booking
Point of Sale (POS)
Reservations Management
Reviews Management
Single Property
Vacation Rental

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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