Financial Services Creatio, bank sales edition
Overview
Financial Services Creatio, bank sales edition is designed to manage end-to-end sales processes of financial products and services to the bank's corporate clients, including lead management, opportunity management, product management, account management, etc.
Key Features
- 360° customer view
- Collaboration tools
- Business process management
- Lead management
- Opportunity management
- Product management
- Account management
- Knowledge management
- Analytics
- Synchronization and integration
- System designer
製品/サービス名 details
SOLUTION OR SERVICE TYPE