Kister & Partner finds individual solutions for your secure financial future. Since Kister & Partner GmbH was founded in 1978, the company has seen itself as an owner-managed, independent and competent business consultancy. It is the point of contact for the self-employed, medium-sized companies, freelancers and private individuals. private individuals.
Custom web application for the financial consulting company Kister & Partner that combines CRM, DMS and task management functionality. It includes integrations into the email system, MS Office and the company's telephone system. Furthermore, the system enhances operational efficiency by offering the use of operating procedure templates. These templates allow for the automatic generation of multiple tasks across various employees, based on predefined rules. The UX of the application is tailored to the individual needs of the financial service provider.
