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No-Code Day: FinServ Industry
Explore how no-code technologies are redefining
the future of the financial services industry
Unified customer base
Create a unified database of potential and existing customers of your bank. In Financial Services Creatio, sales edition you can manage legal entity profiles, contact data, see the entire history of interactions with each client, view the products that have been offered and the transactions that have been made with the client, including contracts, bank accounts and cards, as well as any other financial instruments. With a 360-degree customer view, you can create the most effective communication strategy, offer customers relevant financial products and improve service.
Manage the completeness of information on your customers, their contacts and active transactions. The system allows you to add weight to each parameter in customer profile and visualize the data in a convenient way. Sales rep can easily identify important customers and transactions, which lack the important details, and a supervisor can promptly evaluate the completeness of customer data in sales portfolio and make sure that database contains all relevant information. In case of information gaps the system allows to send a request to complete the missing data.
Corporate relationship structure
Establish, monitor and analyze corporate relationship structures in a visual diagram. Track the structure and history of relationships for each company or the entire group and, what is more, directly within the visual diagram, edit the interconnections between companies and add new subsidiaries, suppliers, distributors and partners. Based on these relationship maps, you can develop stronger communication channels and cooperation with clients leading to better decisions on future investment and banking strategies.
Segmentation of legal entities and individuals
Segment customers by various parameters to ensure a personalized approach to each unique client segment. You can segment clients by industry, annual turnover, number of employees, geography as well as assign priorities based on virtually any set of business rules. Create groups of highly profitable customers and form the best strategies for each sales process.