At the core of the project was the implementation of a dedicated server infrastructure with an integrated Nextcloud platform. This created a centralized, GDPR-compliant solution for secure file storage and efficient internal collaboration. For communication, a cloud-based STARFACE phone system was deployed, offering flexible usage – including mobile access and home office integration.
A key highlight was the development of a custom CRM system that consolidates multiple portfolio platforms and centrally maps all customer-related processes. The setup was further enhanced with Microsoft 365, featuring professional email archiving via MailStore, as well as a multi-layered backup strategy hosted on redundantly designed ASM servers.
By deploying a high-performance firewall and intelligent security mechanisms, a resilient, GDPR-compliant IT infrastructure was established – fully prepared for future growth.
The project aimed to establish a holistic IT infrastructure tailored to the specific requirements of a growing financial services provider. The following key aspects were at the core of the implementation:
Analysis & Concept Development
Current-state assessment, risk analysis, roadmap creation, and budget approval.
Infrastructure Design
Hardware sizing, network topology, backup policy, and security framework.
When we needed a powerful yet affordable customer management system in 2019, ASM-IT delivered a well-thought-out concept for a completely new IT infrastructure within a very short time. The overall solution included a customized CRM system, a Nextcloud collaboration platform, a STARFACE telephone system, multi-level backup strategies, and proactive monitoring. The implementation was so smooth that we were able to go live with virtually no downtime.
In 2024, a major CRM upgrade followed: automation workflows, advanced reporting dashboards, and a modernized user interface further accelerated our processes. In 2025, we reached another milestone with the introduction of the STARFACE telephone system, including AI-powered call routing and speech analysis — making our customer service measurably faster and more personal. Thanks to continuous server monitoring, remote access, and extremely fast response times, ASM-IT resolves potential issues before our team even notices them. We highly value this partnership-based support and look forward to the next stages of expansion.
The project included the implementation of a hardware-based on-premises telephone system, which can also be used independently of location thanks to a dedicated VPN server and an integrated Firewall-as-a-Service solution. In addition, antivirus software was deployed to secure all end devices.
Internet connectivity is provided via a high-performance DSL connection through STARFACE, ensuring stable voice and data communication. Furthermore, we completely redesigned and implemented the new PS-Finanz website — modern, responsive, and user-friendly.
The result: a future-proof IT foundation that enables professional communication and a strong, compelling online presence.
At the core of the project was the implementation of a dedicated server system with an integrated Nextcloud platform for secure file storage and cross-team collaboration. Communication was optimized through the integration of a cloud-based STARFACE telephone system, enabling efficient and location-independent communication.
Network security was a key focus: the use of a high-performance firewall combined with additional security solutions ensured a stable and protected infrastructure. As a highlight, a custom CRM system was developed to manage multiple depot pools and centralize customer processes.
The productive working environment is further enhanced by Microsoft 365 as well as legally compliant email archiving via MailStore — ensuring long-term data security and audit-proof communication.
The result: an IT infrastructure that optimally supports efficiency, security, and growth for REMI5.
Our services began with the procurement and setup of the complete IT hardware, including workstations, peripherals, and network technology. Since then, ongoing system maintenance and the assurance of network security have been provided as part of a customized IT support concept.
To enable effective collaboration, a hybrid storage solution was implemented, combining a local NAS system with a cloud-based component — ideal for flexible work in the office or on the go.
Special emphasis was placed on professional data protection: regular backups are automated and transferred to our own company-operated backup servers, where they are stored redundantly to ensure maximum reliability and business continuity.
The result: a stable, secure, and scalable IT infrastructure — precisely tailored to the needs of a modern brokerage company.
