Financial Services Creatio, customer journey edition
Not rated
Certified
A powerful product for front-office and contact center management

Overview

Product overview

Product description

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.

Categories

UI Framework

UI Framework
Classic UI

Type

Type
Product

Price

Price
Paid

Compatible with Creatio

Version
7.12 and up

Pricing

Monthly
Annual
Financial Services Creatio, customer journey edition cloud / on-site subscription
On demand

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the "Basic", "Business" and "Premium" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL
Oracle

Platform

.NET Framework

Compatible with Creatio

7.12 and up

Versions

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

Reviews