Finserv Application Management
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Accelerate and simplify financial product onboarding with a guided, data-driven application lifecycle

Overview

Product overview

Product description

Finserv Application Management extends Creatio’s Financial Services capabilities by enabling financial institutions to manage the complete lifecycle of customer financial applications — from initial request to account activation. Each application is a structured business object that orchestrates product selection, data collection, document handling, and multi-stage evaluation with built-in automation and validation.

The solution empowers service teams to reduce processing times, ensure compliance, and deliver a seamless onboarding experience through a unified platform that integrates consultations, application workflows, evaluations, and financial analytics.

Use cases:

  • 360° customer insight for personalized engagement: Accessing a unified, real-time view of customer financial relationships across products to drive relevant recommendations, personalize service, and increase engagement.

  • Streamlined application onboarding: Processing customer applications through a guided, configurable flow — from data intake and identity validation to document collection and financial account opening  — ensuring speed, compliance, and scalability.

  • Centralized compliance and identity checks: Running identity verification and compliance checks — including KYC and AML — via a centralized evaluation management interface, with integration-ready architecture for external verification platforms.

  • Flexible document management: Managing documents with a flexible framework that includes automatic property generation based on document class — enabling metadata-driven organization, filtering, and audit readiness.

  • Tailored product configuration: Designing and managing product eligibility rules, features, and document packages to tailor offerings for distinct customer segments.

  • Real-time consultation and process initiation: Conducting real-time consultations that capture customer needs, launch pre-configured business processes, and track all interactions for future reference.

Key Features

Centralized evaluation management

Provides a unified interface for running and tracking KYC, AML, and other compliance checks. Built on a flexible object model that supports integration with external identity verification systems.

Customer 360 with financial insights

Extended Customer 360 view that consolidates financial data into a single profile — including income, expenses, assets, liabilities, evaluation history and many more. Provides AI-powered insights and customizable metrics to support risk assessment, personalization, and compliance monitoring.

Product advisory

Flexible product selection and personalized advisory within a single interaction flow. Users can browse configured product offerings, review eligibility criteria, and initiate the application process directly from the consultation — ensuring seamless transitions from advisory to onboarding.

Real-time consultation center

Enables real-time customer consultations with flexible contact search, on-the-fly record creation, and automatic case tracking. Managers can launch business processes tied to consultation themes and resume paused sessions anytime.

Dynamic document generation and validation

Required documents are generated automatically as the application progresses through its workflow, based on product configuration and application parameters. Documents are validated at key process checkpoints to ensure timely, complete, and compliant submission.

Financial account and transaction modeling

Introduces a unified model for managing financial accounts, cards, loans, and insurance products. Tracks transactions in real time and calculates financial indicators such as balances, available credit, and utilization rates.

Structured application lifecycle

Applications are processed as structured business objects with clearly defined stages — from submission to financial account activation. Each stage includes embedded validations, system actions, and task coordination to ensure compliance, data completeness, and operational transparency. The application form captures comprehensive customer data (identity, contact details, employment, address), with auto-filled fields sourced from the contact record and synced back upon submission.

Categories

Industries

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.2.3 and up

Pricing

Monthly
Annual
Standard
On demand
Description (Formatted)
  • To use the FinServ Application Management app, a FinServ Sales and Service Creatio license is required.
  • This license provides full access to all features available in FinServ Application Management.
This application requires the FinServ Sales and Service Creatio license for full functionality.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
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.

Installation

Compatibility notes

Compatibility notes
The application is compatible only with the FinServ Sales and Service Creatio product.  

Finserv Application Management depends on composable apps:

  • Finserv Customer Management

  • Finserv Product Catalogue Management

  • Finserv Account Management

The installation package contains all required composable apps.

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.2.3 and up

Versions

Versions history

Version
Compatibility
Release date
1.0.161
8.2.3 and up
30.04.2025
Release summary

Finserv Application Management 1.0  –  Initial Release (Apr 2025)

  • End-to-end application flow: request → account activation with built-in tasks, validations, and audit trail.
  • Four composable apps: Customer, Product, Account, and Application Management—install all or just what you need.
  • Consultation panel now shows modular blocks (e.g., Personal details update for address & ID docs), plus real-time advisory and onboarding in one screen.
  • New FreedomUI flow to process retail deposit-account applications from capture to activation.
  • Client-identification process built in—run KYC/AML checks from a single workspace.
  • Enhanced Contact profile & object: adds key financial metrics and 360° customer insights with AI risk/upsell scores.
  • Dynamic document engine auto-generates and re-validates required docs at each stage.
  • Unified model for accounts, cards, loans, and insurance with live balances and analytics.

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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