CRM bundle
CRM Creatio delivers end-to-end processes to manage a complete customer journey for retail and corporate banking
- Bank customer journey
- Bank sales
- Lending
- Marketing
Choose the financial service product
that fits your business needs best
Bank Customer Journey
A powerful product for front-office and contact center management
Bank Sales
The robust solution to manage end-to-end sales processes of financial products and services
Marketing
A multichannel marketing product to boost demand generation with intelligent personalized campaigns
*only in the CRM bundle
*only in the CRM bundle
Product features
Bank Customer Journey
Bank Sales
Lending
Marketing
(only in the CRM bundle)
Customer 360° Profile
Omnichannel communication
Financial product management
Efficiency tools
Lead management
Opportunity management
Loan application management
Verification and underwriting
Consultation panel
Contact center
Case management
Campaign management
Segmentation
Email marketing
Landing pages integration
Website behavior tracking
Marketing resource management
Event management
Bank Customer Journey
Customer 360° Profile
Omnichannel communication
Financial product management
Efficiency tools
Consultation panel
Contact center
Case management
Bank Sales
Customer 360° Profile
Omnichannel communication
Financial product management
Efficiency tools
Lead management
Opportunity management
Lending
Customer 360° Profile
Omnichannel communication
Financial product management
Efficiency tools
Loan application management
Verification and underwriting
Marketing
(only in the CRM bundle)
Customer 360° Profile
Omnichannel communication
Efficiency tools
Lead management
Case management
Campaign management
Segmentation
Email marketing
Landing pages integration
Website behavior tracking
Marketing resource management
Event management
Platform features
Bank Customer Journey
Bank Sales
Lending
Marketing
(only in the CRM bundle)
Business process management
Low-code/no-code configuration
Analytics
AI and machine learning tools
Knowledge management
Mobile application
Security and administration
Synchronization and integration
Development framework
Bank Customer Journey
Business process management
Low-code/no-code configuration
Analytics
AI and machine learning tools
Knowledge management
Mobile application
Security and administration
Synchronization and integration
Development framework
Bank Sales
Business process management
Low-code/no-code configuration
Analytics
AI and machine learning tools
Knowledge management
Mobile application
Security and administration
Synchronization and integration
Development framework
Lending
Business process management
Low-code/no-code configuration
Analytics
AI and machine learning tools
Knowledge management
Mobile application
Security and administration
Synchronization and integration
Development framework
Marketing
(only in the CRM bundle)
Business process management
Low-code/no-code configuration
Analytics
AI and machine learning tools
Knowledge management
Mobile application
Security and administration
Synchronization and integration
Development framework
Additional Information
- Financial Services Creatio is a part of the Creatio platform and are available in two deployment options: Cloud and On-site Subscription.
- The prices for Financial Service products are provided on demand and don’t include taxes and fees (such as VAT) prescribed by law.
- The minimum annual purchase volume per customer is $2,000, which consists of the Creatio subscription cost or/and the cost of any Marketplace solution.
- A minimum contract period for all products and editions is 3 years.
- The price includes a standard data processing package: 5 hours of machine learning (in general queue) and 100,000 predictions per month. The cost for additional data processing volume is quoted individually depending on required resources.
- The cost of implementation is calculated separately.
- The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Additional services
Data storage
Data volume that is stored in Creatio. 1 GB storage for each user is already included in the subscription. Cost of additional 1 GB of storage space is $20 per year.
Deployment on dedicated servers
The ability to deploy a system on a dedicated server where other companies’ systems are not hosted. It enables a more flexible system configuration and customization. The cost of this service is calculated separately and is based on the resources required. Recommended for organizations that have one of the following requirements:
- Resource-intensive integrations, project improvements.
- Increased security level.
- The need for more flexible configuration of the OS and the installation of additional software on application servers and DBMS.
- Maintaining a continuously high performance level and excluding the impact of other system instances.
- Custom maintenance window requirement.
VPN-tunnel
Secure access between a client’s IT Infrastructure and a client’s site in the Cloud. Mainly used for safe integration setup. This service costs $1950 as a setup payment and $800 per year for one site. The service has limitations to be clarified before purchasing.
Site for development
Additional system instance, used for development and testing. When purchasing subscriptions for over 20 users, an additional system instance could be provided for two users free of charge. When purchasing subscriptions for fewer than 20 users, an additional system instance is provided according to the price list of the chosen product. There is an additional charge for disk storage space.
On-site development
System development and testing on company’s own servers. When purchasing subscriptions for 20+ users, 2 subscriptions for development and testing needs are offered free of charge.
Automatic database unloading (backing up)
File that the client can independently download via FTP. This service costs $800 per year. Additional charge for disk storage space applies.
Technical support
Creatio provides technical support in packages — Basic, Business, and Premium. The purchase of a support package is mandatory when buying software subscription. The packages are purchased for a period of not less than one year for all products that are used by the client.
