Onivation | CRM for Banks, Asset Managers & Insurance Companies - Onivation GmbH - AppExchange
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Onivation | CRM for Banks, Asset Managers & Insurance Companies
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 81
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 16
  • Year this company was founded Founded 2007
Onivation | CRM for Banks, Asset Managers & Insurance Companies
Onivation: Innovativster Salesforce Partner für Finance
Salesforce Lösungen für Banken, Asset Manager & Versicherungen
Onivations Erfolgsbilanz
Unser Flaggschiff Produkt: Cloud Asset Management Platform
Was wir für sie tun können
Unsere Salesforce Zertifizierungen
Persönliche Beratung mit Veronika Ochsler
Salesforce for the financial industry — with real expertise.

Your Salesforce Partner who knows the financial industry from the inside: Tailored CRM solutions for asset managers, wealth managers, banks and insurance companies — plus full regulatory compliance covering MiFID II, WpHG, DORA and BaFin. Nearly 20 years

Highlights

  • The Full Salesforce Portfolio for the Financial Industry: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud and CRM Analytics — implemented by experts with deep financial know how.
  • Our Own Salesforce Solution for Asset Management: Cloud Asset Management Platform (CAMP) — tailored for wealth management in Germany.
  • Strategic Partner for Digital Transformation: Process analysis and optimization, consulting and implementation of digitization projects.


Description

The successful Salesforce implementation at Germany's largest fund company DWS in 2007 marked the beginning of Onivation. CEO Roman Hoffman, at the time IT Director at DWS and globally responsible for the rollout of platforms in sales and marketing, founded Onivation as the unique Salesforce partner with an exclusive focus on the financial industry.####Over nearly 20 years and more than 500 completed projects, Onivation has built a highly qualified team of Salesforce experts and real financial professionals — and is today a strategic partner of Salesforce Financial Services Germany. Our consultants understand the demands of banks, insurance companies and asset managers from the inside: regulatory complexity such as MiFID II, WpHG, DORA and BaFin requirements are not an obstacle for us — they are our daily business.####With our unique combination of deep industry know-how, technical expertise and a fast, results driven approach, we have been delighting our clients for nearly 20 years.

Geographic Focus

Languages

English, German

About Onivation GmbH Since 2007, we have been doing what others only promise: real Salesforce expertise for banks, asset managers and insurance companies — built by people who actually know the financial industry from the inside. Founded by Roman Hoffmann, former IT Director at DWS, we grew from one of the first Salesforce partners in the DACH region into a strategic partner of Salesforce Financial Services Germany. Nearly 20 years. 500+ completed projects. 5/5 stars on AppExchange. Zero compromises on regulatory compliance — MiFID II, WpHG, DORA and BaFin are not obstacles for us, they are our daily business.

Headquarters
Frankfurt am Main - Germany
Phone
+49 69 3640 470 20

Customer Testimonials

Praxisbeispiele