Financial Services Creatio, bank customer journey
Overview
Financial Services Creatio, bank customer journey edition is an innovative software for bank front-office and contact center management. The system provides its users with a unified catalog of bank products, omnichannel communication, teller’s, agent’s, and supervisor’s workplaces, consultation processes management, contracts and documents management, and a robust business process designer to fit any industry-specific business need.
Key Features
- 360° customer view
- Omnichannel communications
- Product catalog
- Consultation processes
- Teller’s workplace
- Agent workplace
- Supervisor workplace
- Business process management
- Contracts and documents
- Knowledge management
- Synchronization and integration
- System designer
Key Benefits
Financial services Creatio is an intelligent CRM solution powered with low-code technology to help banks and financial institutions to streamline customer-facing and operational processes.
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