Aurelia Invest Vermögensberatung GmbH

AURELIA INVEST stands for product- and bank independent financial planning that puts clients first. Through customized and tailored concept evelopment, AURELIA INVEST provides you with a direct path to achieving your goals. With many years of experience in the financial sector, the company specializes in two core areas: investments in tangible assets and financing.

The success story at a glance

Requirements and goals

  • Customer data management
  • Follow-ups
  • Calendar
  • Rights and user management
  • Lead management, sales opportunity assistant
  • Dashboard
  • Mobile connectivity

Benefits and advantages

  • Significantly improved data quality with a central database (previously Office programs, manual management)
  • Provides a centralized and always up-to-date customer file with a 360-degree view for a clear overview
  • Ensures a consistent knowledge base for all employees
  • Appointments and tasks are organized in no time Increased efficiency
  • Greater employee satisfaction through ease of use Multilingualism

Industry

Banks/Finances/Insurances

Customer since

2022

Website

http://www.aurelia-invest.at

Supporting partner

SALDO EDV-Beratung GmbH, St. Pölten

CAS genesisWorld

The powerful CRM solution

CAS genesisWorld is the complete customer relationship management solution. It's so flexible that it can be tailored precisely to your needs and so powerful that you can get started straightaway – CAS genesisWorld can be seamlessly extended as your business expands. A range of smart modules and interfaces means that there is a solution for every requirement. CRM means that you can concentrate on your core businesses, while CAS genesisWorld deals with your processes.

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