
Overview
Product overview
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:
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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.
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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.
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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.
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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.
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Tailored product configuration: Designing and managing product eligibility rules, features, and document packages to tailor offerings for distinct customer segments.
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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
Customer 360 with financial insights
Product advisory
Dynamic document generation and validation
Structured application lifecycle
Pricing
- 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.
Terms and Conditions
Pricing FAQ
Support
Installation
Compatibility notes
Finserv Application Management depends on composable apps:
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Finserv Customer Management
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Finserv Product Catalogue Management
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Finserv Account Management
The installation package contains all required composable apps.
Resources
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.
Versions
Versions history
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
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.