COREFIN is a family of management software solutions that are based on the robust technology and business logic of Microsoft Dynamics CRM platform but offering additionally developed functionalities and off-the-shelf customisations.
Our vertical (industry-specific) solutions for the financial sector help clients manage end to end operations exceeding the functionalities of CRM alone.
- Insurance – Insurers and brokers manage sales, marketing, claims, payments and commissions
- Banking – Covers corporate and retail banking, mortgage, loan managements and more
- Non-banking – Solutions for end-to-end management of Factoring and Leasing companies
- Investments – Management solutions for Brokerage, Portfolio & Property and Mutual funds companies
Our additionally developed function-specific modules can be implemented on demand by companies outside the financial sector as well.
- Payments and collections – manage all types of payments, chase delayed payments and add charges
- Human resources – manage recruitment, training, performance and compensation
- Email tracking – full tracking of opened emails, links clicked, subscriptions and more
- Loyalty management – support loyalty strategies such as loyalty points cards, fixed discount cards and gift cards and vouchers.
COREFIN has not been reviewed by any customers.
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