Unified contract database
Easily manage all contracts, related specifications and additional agreements with Financial Services Creatio, sales edition. The system will alert the sales rep when the contract is approaching its renewal date and initiate appropriate activities.
Browse related contracts in Financial Services Creatio, sales edition. The system allows you to set the relationship between documents and quickly jump from one document to the other.
Unified database of bank accounts and cards
View information about customers’ accounts, their current state, balances, etc. You can also see which cards are issued to the customer and what accounts they are linked to.
Financial indicators management
Manage data on the most important financial indicators of your corporate clients or customer segments across different periods (month, quarter, six months, a year). Compare target values with actual financial results, analyze data and build the optimal strategy of further interaction with each customer.