Financial Services Creatio, bank sales edition

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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

Product/Service details