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Unified catalog of bank products
Regardless of the complexity and size of your bank’s product and service portfolio, be certain you can store them all in Financial Services Creatio, customer journey edition. Each product can match an unlimited number of parameters: interest rates, terms, repayment schedules and many others.
Detail the financial features of each product to easily find services that accurately match client requirements. Each product can have any number of parameters, such as interest rates, terms, repayment schedules, and many more.
Easily match products to client needs and requirements. Simplify the product selection process by specifying appropriate segments of clients for each product.
Specify a set of required documents for each product in order to automate and simplify the paperwork.