A purpose built CRM platform designed to automate internal processes, improve accuracy, and support complex financial operations. Built to give sales and back office teams more control over product, client, and commission management.
Problem
The client’s existing setup relied on off the shelf CRM tools that could not reflect the complexity of its business processes. Important tasks such as commission calculations, sales monitoring, and product updates were handled manually through spreadsheets or external workflows. This slowed down operations, increased the risk of mistakes, and made scaling more difficult. The lack of integration between systems also meant duplicated data and unnecessary routine work across teams.
Solution
We designed and developed Omni CRM as a fully customized platform tailored to the client’s sales and back office workflows. The solution included tools for managing agents, client records, commission structures, and financial product settings in one environment. We also connected the CRM with the client’s investment platform, AML system, and internal tools through real time integrations to improve consistency across data and operations. The result was a more flexible and scalable system that reduced manual effort and gave teams greater control over day to day work.
More Work
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Chief Executive Officer
Bratislava, SK
Eurovea offices
Pribinova 10
811 09 Bratislava
Slovakia
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WEZEO, s.r.o.
ID: 46 390 227
VAT ID: SK2023366301
Copenhagen, DK
BLOXHUB
Bryghuspladsen 8
1473 Copenhagen
Denmark
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WEZEO ApS
CVR: 439052
VAT ID: DK43980521
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