Vendors
日本語
search

Financial Services Creatio, bank customer journey

Email Call back Speak with an Analyst Website
Solution Profile
Request RFX from Vendor
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)

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.

Product/Service details

SOLUTION OR SERVICE TYPE
Customer Relationship Management (CRM ) Systems, Workflow/BPM Systems
sign in or sign up