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Creatio Financial Services
Finance

Creatio Financial Services

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Creatio Financial Services CRM is a powerful low-code platform designed to streamline banking and financial processes. With a suite of intelligent tools, it enhances customer engagement, automates workflows, and optimizes sales and marketing strategies. Whether managing customer journeys, lending, or marketing campaigns, Creatio provides a seamless experience to boost efficiency and drive growth.

Key Features:

  • Customer 360° Profile for a complete view of customer interactions

  • Omnichannel communication, including email, chat, and phone integration

  • Advanced financial product management with automation tools

  • AI-powered lead management and opportunity tracking

  • Loan application management with verification and underwriting support

  • Intelligent marketing tools, including campaign management and email marketing

  • Low-code/no-code customization for seamless business process management

Best for:

  • Retail and corporate banks looking to enhance customer relationships

  • Financial institutions aiming to optimize sales and lending workflows

  • Marketing teams in financial services driving personalized campaigns

  • Contact centers managing high volumes of customer interactions

  • Credit unions and insurance providers seeking efficient automation

  • Businesses needing AI-driven analytics and reporting

  • Organizations requiring a scalable, cloud-based CRM solution

Price: Pricing available on demand, with a minimum annual purchase volume of $2,000. A three-year contract is required for all products.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

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  • $99.00

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  • Duration : Unlimited days

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  • $49.00

    / Per Listing

  • Duration : Unlimited days

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  • Verified check mark
  • Indexed on Google
  • FAQ Section
  • Tags or Keywords
  • Free newsletter feature
  • Published within 4 days

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