Financial service providers

Financial service providers are companies or persons providing commercial services in the field of financial instruments or financing, and building their business model upon that.

The financial services industry includes significantly more providers than just banks or insurance companies. Also financial intermediaries, professional financial market players and other providers of financial-related services are included. 

synchronisation vertrieblicher Aktivitäten und Finanzdienstleister mit onPartner MLM Software

Broker pools

Of particular interest is the acceptance / brokerage of products offered by broker pools and brokerage providers such as Jung,DMS&Cie / blau direkt / Fondsfinanz .

Finanzdienstleister Vertrieb und Service von onPartner

onPartner and distribution

Are you a financial services provider or are you looking to become one and need a software for your financial sales? As a multilevel marketing distributor, do you receive and convey products from banks and insurance companies?

Then Crea Union is the right place for you.

We help you to successfully synchronize your sales activities with the product providers. This allows you to setup your own sales with our software onPartner and use the financial products of the providers directly via an interface.

Discover the many applications of onPartner

  • Management (CRM) of customers and sales partners
  • Management of goods
  • Create invoices
  • Provide websites / landing pages / shops for sales partners and admins

. . . and many more features

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