Creatio is a powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience.
End-to-end customer journey
Deliver an outstanding customer experience, while improving operational efficiency. Personalize communication and manage customer requests by following pre-defined processes to manage the complete customer journey – from the initial request for information to continued account maintenance. Maximize cross-selling and up-selling, evaluate customer satisfaction and manage every stage of customer interactions quickly and effectively.
Out-of-the-box processes for banks
Creatio offers out-of-the-box best practice processes to manage customer-facing operations in retail and corporate banking. Ready-to-go processes guide users through the most effejump-startons and make it easy to jump-start system adoption.
Software Key Features:
• 360˚ customer overview, • Omnichannel communications, • Product catalog, • Consultation processes, • Business process management, • Contracts and documents, • Productivity tools, • System designer
Desktop OS Support
Multi Language Support
Is it cloud based?