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Financial Services Creatio

Innovative process-driven CRM for banks and financial institutions to streamline customer-facing processes

Powerful CRM vertical solutions designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience.

Pricing is $720 per user/per year for cloud deployment and $600 per user/per year for on-site deployment. $5,000 minimum annual subscription.

Latest Update of Creatio Financial Services

You can now bind products and their subordinate elements automatically to a package. This will be helpful to business analysts and methodologists who work with complex hierarchical product catalogs. You can bind data for specific products or all products. Use the new action in the [Products] section to initiate the data binding.

finserv_bind_dataFull update list here.


Financial Services Creatio Products

End-to-end customer journeyCreatio-financial-services-bank-sales

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 effective actions and make it easy to jump start system adoption.

 

Watch the recording - "Unified low-code platform for banks: how to move your staff from ten screens to one".  Topics covered:

  • Survey results of "What key banking customers want"
  • Solution: Creatio process driven CRM and BPM (business process management) for banks
  • Three business use cases - success stories:
    • OTP Bank Case
    • ENT Credit Union case
    • Oman Arab Bank case

Three products for Financial Services by Creatio

  • Bank Customer Journey
  • Bank Sales
  • Lending

Marketing Creatio can be added to each of the above for attracting and nurturing new members and banking customers

Each product starts with providing a 360 degree customer view

Unified customer base. Create a single database of existing and prospective clients. Use Creatio to keep record of contact data, history of interactions, client requests and products. Build a 360-degree view of your customers to provide them better service.

360 degree view creatio customer account

 

Profile completeness. Manager can easily identify significant clients that lack the important details, and a supervisor can promptly evaluate the profile completeness and make sure that database contains all relevant information. In case of information gaps, the system allows to send a request to complete the missing data.

Segmentation of legal entities and individuals. Segment clients to improve communications and build stronger relationships. Group your clients based on socio-demographic data, identify the most perspective clients and their categories, and capture your competitors' customers. Create a group of highly profitable customers and personalize the interaction strategy for each of them.

Interactions and communication history. Build relationships with your clients based on a complete history of your communications. Creatio keeps track of every interaction with an account or contact, including meetings and calls, contracts and products used. Complete customer data at your fingertips is essential to ensure the best customer experience.

Creatio account activities

Data enrichment through social media. Find clients on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.

Search and merge duplicates. Identify and eliminate duplicate records in Financial Services Creatio, customer journey edition in order to manage your customer database more efficiently. When creating new record, the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate legal entities or individuals.

Client database analytics.  Control and improve processes by analyzing your client database. A thorough analysis enables you to see your client database under a different lens to measure the efficiency of client interactions, identify the top clients and track changes in their behavior. Adjust the dashboards according to your needs to get precise analytical data.

 

Creatio-Financial-services-legal-entites-analytics

 

Omnichannel communications -

Communications panel -Communicate with your team and clients directly from the system. Make calls, manage email, approve contracts and collaborate across the enterprise social network using the Communication panel. All notifications appear there as well, so you will not miss any important tasks or events.

Tasks & Calendar - Plan your work, tasks and meetings in your calendar within Financial Services Creatio, customer journey edition. Create personal or group tasks linked to contacts, opportunities or documents. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in the notification panel.

Email - Manage email from all your email boxes in a single unified environment. Each email can be linked to the relevant account, opportunity, order or other related object. Integration with MS Exchange and Google enable you to merge all of your email boxes and keep track of the correspondence in the system.

email_bbcj

Calls- Make and receive calls directly in the system. Access complete call history in the communication panel, and set up quick dials to call your favorite contacts. Leverage call recording capabilities to monitor correspondence between bank representatives and customers.

Enterprise social network - The Enterprise Social Network (ESN) enables employees to better engage, collaborate, and share information. Sign up for updates from different channels, projects, or contacts. ESN allows users in different departments, business units, and geographies to discuss customers, deals and projects, share best practices, get answers to questions, ‘like’ or comment on posts, thus increasing employee engagement and productivity.

 

Visual process designer -

Process all incoming messages and calls, approach outbound calling in a highly professional way, provide advice to clients and register applications and requests using the most convenient channels for them. Financial Services Creatio, customer journey edition offers all the necessary tools for the highest-quality customer service.

Designing and building a process has never been easier! Just indicate the sequence of actions and owners, and the system will automatically generate relevant diagram in BPMN and the process is ready to run!

Automate any processes in bank customer center – from case management to problem resolution. Best practice processes are already built in the system, but they also can be easily modified to fit any specific service model.

Keep track of any process metrics (duration, average time of running, maximum and minimum values, etc.) and view them from different angles (agents, support lines, services, etc.). Visualize data using dashboards, identify and eliminate bottlenecks in your processes with the help of process log.

Contracts and documents

A single contract database. Keep track of any process metrics (duration, average time of running, maximum and minimum values, etc.) and view them from different angles (agents, support lines, services, etc.). Visualize data using dashboards, identify and eliminate bottlenecks in your processes with the help of process log.

Clients' documents. Keep track of any process metrics (duration, average time of running, maximum and minimum values, etc.) and view them from different angles (agents, support lines, services, etc.). Visualize data using dashboards, identify and eliminate bottlenecks in your processes with the help of process log.

A single registry of bank accounts and cards. Track information about clients’ bank accounts, their statuses and balance. You can also see what type of cards have been issued and which accounts they are connected to.

Knowledge management

Knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can ‘like’ posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.

Article search - Accumulate the knowledge of your company in a unified knowledge base. By using knowledge base articles, you will be able to resolve cases in a timelier manner, ensuring high quality of service for your clients and partners.

Synchronization and Integration

  • Data import from and to Excel
  • Microsoft Exchange integration
  • Google integration
  • Mail integration via IMAP/SMTP
  • Establish integration with any third-party banking software: core banking, accounting systems, underwriting, verification or back-end systems. Creatio offers open APIs to ensure smooth integration with all of the various applications used by the bank.

System designer

User interface customization - Take advantage of the extended capabilities for user interface customization. Go to the System Designer section if you need to setup workplaces, show/hide system sections for different user roles, or personalize the application by adding company's logo or changing the color according to the corporate style.

User customization - Customize Creatio to fit your unique business needs and requirements. Easily rearrange, add and remove lookups, data fields or entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logic without programming.

Mobile app customization

User roles and access rights - In Financial Services Creatio, sales edition you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.

 


Bank Customer Journey - Creatio CRM

Bank customer journey includes the core components in the above section and additionally:

An innovative software for bank front-office and contact center management.

Product catalog- unified catalog of bank products.  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, customer journey edition. Each product can match an unlimited number of parameters: interest rates, terms, repayment schedules and many others.

Detail the financial features of each product to easily find services that accurately match client requirements. Each product can have any number of parameters, such as interest rates, terms, repayment schedules, and many more.

Easily match products to client needs and requirements. Simplify the product selection process by specifying appropriate segments of clients for each product.

unified_product_catalogue

 

Product documents - specify a set of required documents for each product in order to automate and simplify paperwork.

products_document_package

 

Consultation processes - Provide competent and accurate advisory services to clients using the out-of-the-box consultation processes. Choose the right process depending on the client's goals and preferences to get the most out of your communication.

Offer only those products and services that clients are most likely to buy. The system enables product searches across various parameters and features, ensuring that clients are offered the most suitable options.

Automate your client request processing to ensure high quality service. Track request statuses and deadlines, and monitor feedback to optimize service processes.
 
Teller's workplace - Take advantage of the pre-configured single window interface for instant access to client profiles. Creatio enables you to provide professional consultations, register applications and be reminded about noteworthy events. With an engaging user interface you will always have the relevant data at hand.

Use Creatio to advise clients on your bank products. The aggregated data for each client enables better personalization of communications and improves the overall customer experience. Maintain a constant dialogue with your clients throughout the entire cycle: from initial consultation to contract and maintenance.

Use reminders to timely provide the necessary information to clients. The system will inform the teller about impending payments, contract prolongation, decisions on application and loyalty program clients' birthdays

 

tellers-workplace_manager_Creatio-financial-services

 

Agent workplace - Boost efficiency of the bank’s front office by arming the agents with a unified tool to manage their daily tasks in a pre-configured single window interface. Agent home allows agents to easily manage request queues, perform bulk communications, share the information via an Enterprise Social Network and monitor their own performance in a single window interface.

Process all incoming messages and calls, approach outbound calling in a highly professional way, provide advice to clients and register applications and requests using the most convenient channels for them. Financial Services Creatio, customer journey edition offers all the necessary tools for the highest-quality customer service.

Agent-workplace_operator-creatio-financial-services

 

Supervisor workplace - all the necessary tools for planning and monitoring the work of your contact center agents: queue setup tools, ready-made analytical reports and indices.

Queue management - Control and manage inbound and outbound communications easily. Create different types of queues: dynamic, which are based on filters or static, which highlight certain contacts requiring attention, as well as blind queues, in which an operator can only see the next contact. Use queue configuration tools to plan case resolution, set queue parameters, define priorities and assign agents.

Teamwork management - Monitor the work of the contact center team and track the qualitative and quantitative performance of each agent and the team as a whole. The indicators and analytical reports show the results in real time. Moreover, any report can be changed to take into account those indicators that are important for your current scope of work.


Bank Sales Creatio CRM

The system to manage end-to-end sales processes of financial products and services to the bank's corporate clients.

Bank Sales includes:

  • 360 degree customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Opportunity management
  • Product management
  • Account management
  • Knowledge management
  • Analytics
  • Synchronization and integration
  • System designer

Unified customer base. Create a unified database of potential and existing customers of your bank. In Financial Services Creatio, sales edition 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. With a 360-degree customer view, you can create the most effective communication strategy, offer customers relevant financial products and improve service

Profile completeness. 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. Sales rep can easily identify important customers and transactions, which lack the important details, and a supervisor can promptly evaluate the completeness of customer data in sales portfolio and make sure that database contains all relevant information. In case of information gaps the system allows to send a request to complete the missing data.

Corporate relationship structure. Establish, monitor and analyze corporate relationship structures in a visual diagram. Track the structure and history of relationships for each company or the entire group and, what is more, directly within the visual diagram, edit the interconnections between companies and add new subsidiaries, suppliers, distributors and partners. Based on these relationship maps, you can develop stronger communication channels and cooperation with clients leading to better decisions on future investment and banking strategies.

Segmentation of legal entities and individuals. Segment customers by various parameters to ensure a personalized approach to each unique client segment. You can segment clients by industry, annual turnover, number of employees, geography as well as assign priorities based on virtually any set of business rules. Create groups of highly profitable customers and form the best strategies for each sales process.

Interactions and communication history. Build relationships with customers based on a complete history of their communication patterns. Creatio keeps track of every interaction with each corporate client, including meetings, calls, correspondence, contracts and product offerings in relation to specific individuals or legal entities. This enables you to evaluate the progress of your relationships, change your approach to achieve better results and make well-thought data-driven decisions.

Data enrichment through social media. Use Financial Services Creatio, sales edition pre-built social media integration features to enrich customer profiles with additional data from Facebook and Twitter. Get various customer information from social networks with the click of a mouse.

Search and merge duplicates. Identify and eliminate duplicate records in the system in order to manage your customer database more efficiently. When creating new records the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate legal entities or individuals.

Customer database analytics: Analyze your customer database and convert the data into actionable insight that will help to identify new opportunities. A thorough analysis enables you to see your customer base under different lenses and identify the top customers that could fuel your company’s growth. Take advantage of the dashboards in Creatio to keep an eye on the key performance indicators.

 


Lending Creatio CRM

 Intelligent solution to fully automate the lending process.

 Lending includes:

    • 360 degree customer view
    • Product management
    • Customer information storage
    • Omnichannel communications
    • Loans application processing
    • Verification and underwriting
    • Loan pipeline monitoring
    • Business process management
    • Knowledge management
    • Employee data management
    • Intelligent technologies
    • System designer
    • Synchronization and integration
    • Security and administration

 

Unified customer base. Create a single database of existing and prospective clients. Use Creatio to track the full profile of an individual, keep record of contact data, history of financial products offers, credit applications, contracts, bank accounts and cards, financial indicators and payment schedules of the client. The system will help select the best financial products for each customer and improve the level of service.

Profile completeness. Monitor completeness of information about your customers. The system allows you to assign a weight to each profile parameter, and visualizes the data in a convenient form. The manager can easily identify important clients that lack the important details, and a supervisor can promptly evaluate the profile’s completeness and make sure that database contains all relevant information. In case of information gaps, the system allows a request to be sent to complete the missing data.

Segmentation of legal entities and individuals. Easily segment your customer database to organize a convenient and effective work process. You can group your clients based on income level, region, age, position, credit history and other parameters.

Interactions and communication history. Build relationships with your clients based on the complete history of their communication patterns. Creatio keeps track of every interaction with each corporate client, including calls, correspondence, applications and contracts in relation to specific individuals or legal entities. This enables you to evaluate the completeness of work with the client and change your approach to achieve better results.

Data enrichment through social media. Find clients on Facebook or Twitter and enrich their profiles using pre-built social media integration features. Get various information on contacts and companies from social networks in just one click.

Search and merge duplicates. Identify and eliminate duplicate records in Creatio. You can find duplicates, and then merge it when the data matches. The system enables you to configure the duplicate search engine: do this periodically, manually, or immediately after adding a new client to the database.

Client database analytics.  Control and improve processes by analyzing your client database in real time. Thorough analysis tools enable you to quickly evaluate the dynamics of income, track changes in clients’ behavior, financial performance by segments. Delve into specific indicators and analyze the information in details, in one click


Marketing Creatio for Financial Services

Multi-channel marketing software to boost demand generation with intelligent personalized campaigns.

Socio-demographic data.  Obtain a complete view of your customers. Store various information about your customer including industry, company size, geography, noteworthy events, contacts' career history, financial information, and more.  Get to know your customers better, understand their preferences and build efficient personalized communications.

History of customers' events.  Use Marketing Creatio to track customers' preferences and their buying behavior: website browsing, financial products used, etc. Search and segment your database in any number of ways and increase chances of transforming prospects into customer by building personalized communication strategies.

Understanding customer needs and preferences. Keep track of the changing customer needs and match them with the appropriate financial product or service.  Manage the evolution of your customers' preferences by offering them products and services that may interest them in the future.  The system allows tracking changes in customer preferences, indicating new ones.

Communication options and preferred channels.  Automatically update email addresses based on email campaign results. You can track customer engagement on various channels and then use this information to build the most successful communications.

Data cleansing and merge duplicates.  Keep your customer database up-to-date and accurate. The system provides all the necessary tools data cleansing and contact duplicates merge.

Segmentation based on customers' profiles. Segment your database and build data samples of any complexity.  Use socio-demographic data, financial products and services used, and campaign reports to build customer segments with similar behavior.  Add segments to mass mail or events with a click of the mouse.

Customer database analytics.  Analyze the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads. Using analytics tools, you can also evaluate the overall coverage of existing and potential customer within the database.

 


Creatio is a process-driven CRM for marketing, sales, and service automation. The solution allows companies to manage the complete customer life-cycle – from lead to sales and to ongoing customer service. The solution gives users the ability to align marketing, sales and service activities on one single CRM platform.


Get Started with Success with CRM 

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Visit our Contact page and learn more about Dick Wooden and Julie Cooper.  

Call office: 269-445-3001


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