purely.swiss
Welcome To

finam software&solutions ag

finam ag creates easy to use software that simplifies and automates the complex problems and processes of business in a way that makes sense.

Cooperations

Continuous, open and transparent communication is central to cooperation with our customers. We work in partnership with our customers so that the business relationship is mutually beneficial.

Our principle

Our applications fit themselves to an organization's operational processes, not the other way around! To this end our focus is always on the simplification and automation of complex procedures.

broker.desk

Brokerage

  • MIS
  • Contract management
  • Rates
  • Contract objects
  • Portfolio
  • Comissions
  • Insurances
  • Intermediaries
  • Contract browser
  • Analysis / Dashboard

CRM - Customer relationship management

  • Contacts
  • Adresses
  • Contact information
  • Relations
  • Notes
  • Contract Management
  • Meeting organization
  • Time registraion / -control

DMS - Document management system

  • Document management
  • Document processing
  • Document recognition and workflow
  • Links / Attributes
  • Revisions / change history
  • Archive

TSK - Tasks

  • Todo / Task Management
  • Alerting / Escalation
  • Workflow management
  • Configurable workflow roles

Project

  • Project management
  • Planning
  • Monitoring
  • Billing
product description

Development and
Design

In the development and design of solutions the needs of our customers and, in particular, those of the operator are our central concern. Our many years of experience have shown that only simple, easy-to-use applications are used efficiently and successfully implemented.

Our Services

Project-Management

A competent project manager is a key factor in the successful implementation of a project.

Standard Software

Standard Software offers more functionality than is necessary and often the processes do not optimally fit with your business.
Individual software is expensive and takes more time for develop
We're convinced that the mix of both fits your needs best.

Consulting / Analysys

We work with you to implement your ideas & requirements in an economically efficient and targeted way.

Cooperation

Continuous, open and transparent communication is central to cooperation with our customers. We work in partnership with our customers so that the business relationship is mutually beneficial.

Facts And Figures

+ Experience
+ Installationes
k+ Users
M+ Documents archived
T+ Documents processed daily