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Financial Services Creatio, sales edition

The robust solution to manage end-to-end sales processes of financial products and services

    Product description

    Financial Services Creatio, sales edition is an industry-specific solution that facilitates managing end-to-end sales processes of financial products and services to the bank's corporate clients.

    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.

    Lead management

    Track and capture your leads from different sources into a unified database, ensure automated data verification, and design your own unique lead management process for the best conversion rates.

    Opportunity management

    Manage your opportunities with highly granular processes that help you define and follow through the most optimal strategy for each potential client.

    Cross-/Up sales

    Boost customer engagement and build long-lasting relationships with your clients by making highly personalized value propositions based on predictive scoring, AI/ML-powered next-best-offer intelligence, and client's history of previous interactions.

    Agent management

    Empower your sales reps and front-office agents with the ability to manage their daily tasks, customer requests, and communications in a unified digital environment that minimizes distractions and ensures maximum productivity.

    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.

    Efficiency tools

    Easily manage your document workflow. Work with contracts and agreements, preserve their electronic versions in a database and use the built-in approval procedure to automate approval processes for documents of any type.

    Financial Services Creatio, sales edition cloud / on-site subscription
    on demand

    The minimum annual purchase volume per customer is at least $5,000 spent for Creatio software and services.

    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

    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
    Product compatibility
    Financial Services (sales)
    7.12 and up
    .NET Framework
    Deployment options
    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.

    Developed by