Financial Services Creatio, bank customer journey

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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