Financial Services Creatio, sales edition

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.