Take advantage of the pre-configured single window interface for instant access to client profiles. Creatio enables you to provide professional consultations, register applications and be reminded about noteworthy events. With an engaging user interface you will always have the relevant data at hand.
Use Creatio to advise clients on your bank products. The aggregated data for each client enables better personalization of communications and improves the overall customer experience. Maintain a constant dialogue with your clients throughout the entire cycle: from initial consultation to contract and maintenance.
Use reminders to timely provide the necessary information to clients. The system will inform the teller about impending payments, contract prolongation, decisions on application and loyalty program clients' birthdays.