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Bpm’online is ranked #1 among the top CRM systems for financial advisors
News
Bpm'online, whose process-driven CRM for marketing, sales and service helps over 6,500 organizations win more customers, has been named as a top recipient of the Best Financial Advisors CRM Award by 10 Best CRM.
10 Best CRM is one of the web's premier advisers for choosing customer relationship management software. The experts at 10 Best CRM use a complex ranking system to assess CRM systems. The data analyzed includes vendor’s previous awards, website ranking, customer service reviews, proprietary analytics and clientele. As a result of the research, the experts have chosen bpm’online as #1 among other leading financial industry solutions.
As the winner in the category, bpm’online has developed a vertical-specific process-driven CRM product line for the financial services industry. Bpm’online’s innovative software enables banks and financial services companies to streamline customer-facing processes, manage a complete customer journey and enhance their customer experience.
“Bpm’online has invested a lot into the development of best-of-breed CRM products for financial services vertical that deliver exceptional value to our customers,” said Katherine Kostereva, Managing Partner and CEO at bpm’online. “We are honored to be recognized by industry experts as a leading financial services CRM software.”
Learn more about bpm’online financial services product line >>
About 10b Best CRM
10 Best CRM is the web's top resource for news and information about the customer relationship management software vendors. The main goal of the 10 Best CRM is to create an easy environment for the consumers to choose the right software for their business that meets their specific needs.
For more information, visit www.10bestcrm.com
bpm’online
is renaming to creatio!
Katherine Kostereva
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.”
EVERYONE
A DEVELOPER
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.
Yours sincerely,
Katherine Kostereva
CEO and Managing Partner
Creatio
