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Financial Services Creatio, sales edition

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

Software solution
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    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.

    Languages
    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.

    Price
    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.

    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.
    Product compatibility
    Product
    Financial Services (sales)
    Version
    7.12 and up
    Platform
    .Net Framework

    Terms & Conditions

    Leave your feedback about the solution to its developer and Marketplace team