Financial Services Creatio Features

Financial Services Creatio

Process-driven CRM for banks and financial institutions

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Financial Services Creatio Feature Summary

  • Accounting integration
  • Collaboration management
  • 360° customer view
  • Lead management
  • Marketing management
  • Cross-channel communications
  • Opportunity management
  • Business process automation and management
  • Sales analytics
  • Sales tracking
  • Service level management
  • Service management
  • Activity dashboard
  • Call center management
  • Sales forecasting
  • Case managment
  • Drip email marketing
  • Multi-channel marketing

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Third Party Integration (210 other apps)