Our Solutions

Flexible Technologies for Secure and Compliant Digitalization in Banking

Creatio offers comprehensive digital transformation solutions for the banking sector, making processes faster, more efficient, and more customer-centric. It offers flexible infrastructure options with both cloud-based and on-premise deployments. With process automation, customer relationship management (CRM), and low-code development capabilities, Creatio empowers institutions in the insurance and finance sectors to increase operational efficiency and maximize customer satisfaction.

When banks choose to host their software and database solutions on their own servers, they gain greater security and data control through the on-premises option. They can also benefit from advantages such as rapid integration with cloud-based services, flexible scalability, and lower costs.

Bank operations involve many complex workflows, such as credit evaluation, transaction approval processes, risk analysis, and customer service. Advanced process automation allows you to streamline these workflows, reduce human error, and increase operational efficiency. This reduces costs and significantly improves customer satisfaction.

Creatio’s powerful CRM module analyzes customer data in real time, enabling personalized service delivery. Compliance with stringent banking regulations becomes easier thanks to Creatio’s secure on-premises infrastructure. Hosting data in-house simplifies auditing processes and enhances security standards, supporting legal compliance.

  • Ensure full compliance with regulations by keeping data security at the highest level with on-premises solutions.

  • Establish seamless and integrated communication with your customers through digital banking channels; centrally manage all customer interactions from a single platform.

  • Manage your digital marketing campaigns effectively and increase customer engagement with segmentation and targeting features.

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Contact us for Banking CRM Solutions:

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Our Other Solutions

Health Care CRM Solutions

It is used to facilitate the work of health tourism companies, support their digital transformation and increase their efficiency.

Insurance Solutions

Creatio offers comprehensive digital transformation solutions for the insurance industry, making processes faster, more efficient and customer-focused.

Real Estate CRM Solutions

Used to enhance customer experience, establish effective communication, and better manage sales and marketing.