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Financial Services Creatio, sales edition

The system to manage end-to-end sales processes of financial products and services to the bank's corporate clients
Software solution
Application type
On-site deployment
Cloud deployment
Consultancy required
For solution demonstration, the consultation of development engineer is required
    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:

    360° customer view

    • In a unified database of potential and existing customers of your bank you can manage legal entity profiles, contact data, see the entire history of interactions with each client, view the products that have been offered and the transactions that have been made with the client, including contracts, bank accounts and cards, as well as any other financial instruments. 
    • Manage the completeness of information on your customers, their contacts and active transactions. The system allows you to add weight to each parameter in customer profile and visualize the data in a convenient way. 
    • Segment customers by industry, annual turnover, number of employees, geography as well as assign priorities based on virtually any set of business rules to ensure a personalized approach to each unique client segment and form the best strategies for each sales process.

    Lead management

    • Add leads from different sources into the unified database in just a few clicks and let Financial Services Creatio, sales edition automatically verify the data, create a new contact and guide you through the process of lead management.
    • Financial Services Creatio, sales edition can help distribute the leads based on the prospect’s needs, profile (geography, industry, budget) as well as the current workload of each sales rep. If the lead was not qualified for sales, it can be assigned to lead nurturing campaigns.
    • Approach prospects in a smart way with Creatio analytics tools for lead management. 

    Opportunity management

    • Define tactics and generate sales forecasts for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses taking into account client’s budget, opportunity stage and sales probability.
    • For each opportunity regardless of its status track its complete history: activities, emails, contracts, chat discussions, files and notes. 
    • Employ the out-of-the-box best practice process for corporate sales: at each stage the system prompts for the necessary steps that allow you to organize and simplify daily routine operations.
    • Analyze customer needs based on the information recorded in Financial Services Creatio, sales edition and choose the appropriate presentation from the digital library where all sales assets are stored.
    • Prepare proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process. Close the deal by following the guidelines of the contracting stage. 
    • Evaluate the efficiency of sales at each of the stages, identify bank’s best consultants using the “Sales Leader” dashboard.

    Product management

    • Regardless of the complexity and size of your bank’s product and service portfolio, be certain you can store them all in Financial Services Creatio, sales edition. Each product can match an unlimited number of parameters: interest rates, terms, repayment schedules and many others.

    Account management

    • View information about customers’ accounts, their current state, balances, which cards are issued to the customer and what accounts they are linked to.
    • Manage data on the most important financial indicators of your corporate clients or customer segments across different periods (month, quarter, six months, a year), and compare target values with actual financial results, analyze data and build the optimal strategy of further interaction with each customer.
    • Easily manage all contracts, related specifications and additional agreements with Financial Services Creatio, sales edition. The system will alert the sales rep when the contract is approaching its renewal date and initiate appropriate activities.


    • Make sure your goals are achieved by easily planning sales volumes by account managers, bank products or services.
    • Get relevant statistics or selected Indicators (for example, the number of bank’s customers in a region or industry) displayed as graphical charts, create lists of the most important information and track your results. Compare indicators across periods, apply smart filtering tools to get the information you need within a matter of seconds and analyze results.
    • Bank sales reps can get a 360-degree view of their efficiency on a consolidated dashboard, and supervisors can evaluate key KPIs and track revenue per consultant, per department, per bank service etc.


    Make use of all the benefits of powerful business process management and low-code config tools of the Creatio platform in the core of the solution:

    Business Process Management: Process designer, Process library, Business process management engine, Process log, Process monitoring and analytics

    Case Management: Case designer, Case engine, Case analytics

    System Designer: Section wizard, Business rules, UI customization, Mobile app wizard, Access rights administration, Data import and synchronization, Dashboard setup

    Core Configuration: Managing the organizational structure, Task management, Internal and external communications management, Mobile application

    Additional resources
    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.

    Financial Services Creatio, sales edition
    on demand
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Financial Services (sales)
    7.12 and up
    .Net Framework

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