Home > Softwares > CRM Offerings > Financial CRM Software > Financial Services Creatio

Financial Services Creatio

Name: Financial Services Creatio
Rating: 4.5 (2 reviews)

By Creatio

930 Interested

Highlights : About Financial Services Creatio

Accounting integration

Collaboration management

Marketing management

Business process automation and management

Service level management

Drip email marketing

About Financial Services Creatio

Financial Services Creatio (formerly Bpm'online financial CRM) is a process-driven CRM designed for corporate and retail banks and financial institutions to help them efficiently manage every step of customer interactions, opportunities and risks. Being supplied with a set of features for managing information about customers, their preferences, needs, and interaction history, Creatio provides all the necessary capabilities to help them build more profitable relationships, keeping track of internal and external processes. This enables corporate, retail banks and other financial institutions to gather the necessary data for managing the complete customer journey and enhance customer experience. Bpm’onlie delivers three different products on a single platform. Depending on company’s needs and requirements, that can be used separately or as a single CRM bundle.

Specifications

Business Size

Mid-Market

Deployments

Premise

Language Support

English

Platforms

Product Details

Features

Accounting integration

Collaboration management

360° customer view

Marketing management

Cross-channel communications

Opportunity management

Business process automation and management

Sales analytics

Sales tracking

Service level management

Service management

Call center management

Sales forecasting

Case managment

Drip email marketing

Multi-channel marketing

Benefits

The ability to change business processes in real-time.

Built-in best practices processes allow automating all customer-facing operations in retail and corporate banking.

End-to-end view of customer journey.

Creatio allows automating marketing, sales and service activities on a single process-driven CRM platform.

Recommended Product

amoCRM Software

Features: Capture Leads from Twitter/Facebooks Case Management

DebtPayPro

Features: Leads, Prospects & Clients Payments

FreeAgent CRM Software

Features: Automated Lead Assignments Automated Personalized Emails

Fundstack Software

Features: Deal Flow Management Investment Management

360 View CRM

Features: CRM Marketing Automation

zeb control

Features: Asset Management Expense Tracking

Zendesk Sell

Features: Activity tracking Automatic notifications

Really Simple Systems Software

Features: 100% secure data API

Kampyle

Features: Customer Feedback and Data Drill-down and Reporting Social media integration

Market Quest Insurance

Features: Relationship marketing Marketing drip campaigns

Samanage

Features: Email Integration Knowledge Base