CRM solutions for Banks, Investment Managers & Insurance Providers
Onivation digitizes the financial world with customized CRM solutions based on Salesforce. Since 2007, we have successfully accompanied finance and insurance companies into the digital age.
Onivation is one of the oldest Salesforce partners and strategic partner of Salesforce Financial Services Germany.
Specialized in financial services: We combine industry-specific and technical knowledge.
CRM software for asset management & fund sales: Tailor-made and based on Salesforce.
Get first-class technical support from our qualified technical staff - even after implementation.
Salesforce: One Platform for All Processes
Automate your operations and use future technologies such as Big Data and Artificial Intelligence (AI) today. Our certified Salesforce consultants design and implement your use cases on the award-winning Salesforce platform.
Salesforce Sales Cloud
Support your sales where they are: mobile in the cloud. Win more orders and increase the productivity of your team.
Salesforce Service Cloud
Whether call center software or self-service portal: Offer your customers fast, intuitive and flexible service.
Salesforce Marketing Cloud
Create personalized customer journeys across all channels with the world's leading digital marketing platform: Emails, apps, social media.
Establish online communities and portals and reach your customers and partners. Salesforce Communities shares your data with your business partners.
Salesforce Einstein Analytics
Let us explain to you how artificial intelligence can help you today: Einstein Analytics analyzes company data and suggests new courses of action.
Manage your interactions with customers & partners on our customized platform solution for asset management: CAMP.
CAMP is a cloud-based CRM solution for Asset Managers that digitizes relationships between fund providers, distributors and investors. Benefit from the advantages of true digitalization by networking all players in a single solution.