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Description
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.
Languages
Additional resources
Pricing
Price
on demand
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
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.
Support contacts
Email
support@creatio.com
Reviews
Installation
Product compatibility
Product
Financial Services (customer journey)
Version
7.12 and up
DBMS
MS SQL
Oracle
PostgreSQL
Platform
.NET Framework
Deployment options
Cloud
On-site
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Guides and manuals
Type
Compatibility