AI-powered membership summarization tool that transforms complex Symitar core banking data into clear, actionable account insights within Creatio CRM, enabling financial institutions to deliver personalized member experiences instantly.
Employee first day groundwork and preparation of the pertinent training required for the job
Analytics with key performance indicators for lead management
Examples of process parameters use in business processes
Offering extended versions of products or new brands to the customer when processing their order
Automatic in-stock quantity update of goods included in orders
Feed area removal from Agent desktop
Examples of basic elements use in business processes
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Notifying user about being mentioned in the Cases feed by email
Feed notifications on new contacts, opportunities and activities of accounts you followed
Monthly opportunity data gathering and sending at a pre-defined format by email
Examples of start events use in business processes