Automotive Finance CRM · NEW
A CRM for automotive finance.
GAIA MFS is a specialised CRM for finance institutions such as Mobilize Financial Services (MFS), working closely with the dealer network (RCI Banque, RCI Lizing). It merges data from the Omega, Vega and Triglav systems into an exhaustive 360° financial profile — agreements, vehicles, insurance, financials, tasks and archive — with rule-based task allocation, marketing automation, two-way GDPR exchange and lead hand-off to the Renault, Dacia and Nissan networks. At RCI Banque and RCI Lizing, GAIA MFS runs the customer care & collection department: every activity becomes a tracked task against a 360° customer file — for faster, centralised responses, consent-aware mass communication and analytics aligned to HQ KPIs; marketing campaigns convert into work with better lead generation and follow-up.
360°
one customer profile
Business impact: Incoming e-mail becomes a traceable task automatically →
Who it is for
Banks, leasing companies and mobility-finance institutions managing customers in coordination with the sales network (e.g. Renault, Dacia, Nissan). Every activity becomes a tracked task against a 360° customer file.
Integrations
Omega · Zavarovalnica Triglav · Globus (NEW) · VEGA (leads, GDPR) · eGlasnik · ePero/BetrSign · document system · Qlik Sense
Core capabilities
Data sync — daily transfer from the management system into a 360° customer view in GAIA: contracts, vehicles, insurance, financial data, GDPR.
Integrated finance mailboxes — financiranje@ and poslovni.najem@ route directly into the CRM.
Email → task with auto-link — every incoming mail becomes a task; known senders auto-attach to the contract / customer.
Categorised & planned — terminations, authorisations and requests organised by category, planned and assigned.
Document templates in mail — generate reply documents inside the email view for fast, consistent responses.
Notification campaigns — tyre-change season, direct-debit rejections, customer notices; consent-aware.
Correspondence archive — every issued document and exchange archived and visible to all authorised users.
Customer-care dashboard — KPI follow-up adapted to HQ requirements (tasks, responses, complaint flows); EOA/Renewal/Winback reports with Excel export, leads into VEGA with status tracking.
How it works
Customer care & collection
Three data sources merge daily into a 360° financial profile; every incoming email becomes a task with auto-attach, responses and campaigns run on business rules, and KPIs and leads hand over to the networks via VEGA.
Sources: Omega and Globus (contracts and financing), Zavarovalnica Triglav (insurance) — daily synchronisation.
Email → task: financiranje@ and poslovni.najem@ route directly into the CRM; known senders auto-attach.
EOA / Renewal / Winback reports and HQ-aligned KPIs — leads into VEGA with status tracking.
Reference
Proven in production: RCI Banque SA · RCI Lizing d.o.o., Slovenia
6 years of partnership · 3 data sources · 1 × 360° profile · 3 dealer networks
The RCI/MFS finance company needed one view of the customer across contracts, vehicles and insurance.
GAIA MFS merges Omega, Zavarovalnica Triglav and Globus data into an exhaustive 360° profile, turns campaign response into governed workflows and hands leads to the Renault, Dacia and Nissan networks — with two-way GDPR exchange, an operational archive and Qlik Sense reporting.
The Mobilize Financial Services (MFS) Slovenija and Nebula partnership on the GAIA platform spans 6 years: a joint backlog, controlled change, MFS process governance + Nebula engineering, DORA-aware operations, and security reviews with pen-testing on a regular cadence.
FAQ