- Low-code platform
Migdal Capital Markets, a prestigious investment management services company, offers multidisciplinary expertise in investment banking, asset management, mutual funds, and alternative investments. Since its foundation in 1965, the company nurtures professionalism, personalized customer service, and a responsible investment approach. As a leader in the industry, the company is devoted to providing exceptional service to a wide range of customers: representatives of leading businesses, regional councils, public institutions or municipalities.
Positioning itself as a company providing full transparency to its customers, as well as being subjected to industry regulations requiring the company to keep customer data on-site, Migdal Capital Markets had to ensure utmost visibility of customer data and effective customer data management. To maintain a competitive edge, the company also needed a tool to effortlessly design its own business processes to efficiently manage customer requests and cases.
Providing custom solutions and powerful CRM and BPM tools, Creatio fulfilled all of the company’s requirements. With the implementation of Creatio completed in only 5 months, Migdal Capital Markets created over 30 service-related operations, optimized a range of sales processes, automated document workflow, and ensured effective customer communications.
Creatio implementation was carried out by Proceed, a leading Israeli consulting and integration company. With over ten years’ experience in providing successful integration of high-end technological solutions, Proceed utilizes its vast knowledge of CRM practices to ensure smooth, prompt and successful implementation projects.
Learn more about Migdal Capital Markets’ success here.
CEO and Managing Partner Creatio
The last 17 years have been an incredible journey for our team at bpm’online. When we started the company, it was just a handful of young graduates with big dreams, ready to work hard to achieve them.
Over the years, we have experienced lots of ups and downs of growing and running a business. However, there has always been one thing that inspired us: the powerful, unique solutions created on the bpm’online platform by our community of partners and customers, many of whom I am proud to call friends.
Our customers and partners use bpm’online platform and CRM solutions to bring business ideas to life through automation. Solutions that they create reflect unique differentiation of their companies, these solutions are their own creations. It is in the DNA of our customers and partners to generate ideas, create, and to change the status quo. And we’re thrilled to honor and support the creators in each of them!
With that, I am very excited to share the news… Our company has changed its corporate and product names to Creatio!
The new name reflects our strong belief that everyone will become a developer, able to automate ideas and create custom solutions in minutes. We call these solutions “creatios.”
We have rolled out the Creatio renaming on October 30, 2019. I hope you’ll enjoy a recording of an online launch event at creatio.com/new-watch
While our name is changing, the strategy, products, our team and commitment to empowering our users with the best low-code / no-code BPM platform and sophisticated CRM products remain the same. The new name only reinforces our vision of creating a world where any business idea can be automated in minutes.
Please visit our FAQ page for more information on the renaming process. As always, I'd appreciate your feedback and I'm happy to answer any questions.
CEO and Managing Partner