Finance CRM · NEW
A CRM for automotive finance.
GAIA MFS is a specialised CRM for finance institutions working closely with the dealer network. It merges contracts, vehicles, insurance, marketing and dealer leads into one customer view — with automatic task allocation, GDPR-compliant handling and direct communication.
360°
one customer profile
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 · LogicalDOC CE · Qlik Sense
Core capabilities
Daily sync from the management system — a 360° view: contracts, vehicles, insurance, financial data, GDPR.
Integrated finance mailboxes (financiranje@, poslovni.najem@) — every incoming mail becomes a task auto-linked to the contract or customer; categorised, planned, assigned.
Document templates inside the email view — fast, consistent responses.
Consent-aware notification campaigns: tyre-change season, direct-debit rejections, customer notices.
Archive of all correspondence and issued documents, visible to authorised users.
Customer-care dashboard and HQ reports (EOA, Renewal, Winback) with Excel export; 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 captive 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 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.