Financial Services Creatio, customer journey edition

Financial Services Creatio, customer journey edition is an industry-specific solution for bank front-office and contact center management that allows to create a unique experience for bank customers and leverage omnichannel communications.

Key features:

Customer 360

Have a 360-degree view of your clients, including their previous history with your bank, current portfolio and wealth management programs, loyalty programs, AI-powered predictions for potential next best offers, etc.

Onboarding

Provide a personalized onboarding experience for each customer with a 360-degree customer view and needs analysis, streamlined offer management, and automated product catalog.

Account opening

Automate processes related to account opening, streamline screening and verification routines, speed up approvals, and digitize document management to eliminate errors and maximize customer satisfaction.

Card operations

Streamline typical service routines for personal debit and credit cards, customer identity verification, and service personalization according to specific customer tiers and service plans.

Contact center

Maximize the efficiency of contact center operations as well as in-person, chatbot, and digital customer consultations by ensuring automated data sync across all customer-facing solutions, databases, and interfaces.

Case management

Accumulate all cases from your customers and partners, classify them into different categories, populate SLA and other data, assign agents and teams - all based on automated digital workflows.

Dispute management

Collect and provide full visibility into the customer-initiated disputes for all teams involved, streamline teams' collaboration on single-source data, and formalize and automate dispute validation processes to accelerate resolution.

NPS and customer feedback

Collect, analyze, and manage customer feedback by using measurable KPIs such as Net Promoter Score and implementing digital workflows that are easy to enforce and monitor.

Analytics and reporting tools

Monitor your business metrics with advanced low-code-driven analytical tools. Use Creatio to evaluate the effectiveness of your process flow, detect and avoid bottlenecks, and boost the efficiency of business processes in retail and corporate banking.