Piattaforma Low-codeCRMCreatio nominata tra i leader del Gartner's Magic Quadrant per laSales Force Automation, 2020Scopri di più
RisorseEsplora Creatioscopri gli e-learning nella nostra AcademyTrova un corso
Ottieni supporto dagli esperti per ottenere
la migliore esperienza con la piattaforma
Gestione del cliente ottimale
Un success manager dedicato
per un servizio clienti da rock-star
Implementazione e consulenza
I guru del settore a disposizione per consulenza
e supporto nelle integrazioni
- Supporto tecnico
Il sistem di partners CreatioCREATIO un partner program a 5 stellepremiato nel 2020Scopri di più
CompanyNews ed Eventi
SCOPRI GLI EVENTI DIGITALI DI CREATIOper i CIO e i Digital leadersRiserva il tuo posto gratuito
Aggiornamenti recenti sullo sviluppo dei prodotti e notizie
dalla nostra community di partners e clienti
Low-code parla con Creatio
Le ultime notizie su low-code e digitale
trasformazione su Creatio Podcast
Un evento digitale su come affrontare il cambiamento
e trasformare il tuo business usando il low-code
Creatio boosts business gains for its customers
Migdal Capital Markets, a prestigious investment management services company, offers multidisciplinary expertise in investment banking, asset management, mutual funds, and alternative investments. Since its foundation in 1965, the company nurtures professionalism, personalized customer service, and a responsible investment approach. As a leader in the industry, the company is devoted to providing exceptional service to a wide range of customers: representatives of leading businesses, regional councils, public institutions or municipalities.
Positioning itself as a company providing full transparency to its customers, as well as being subjected to industry regulations requiring the company to keep customer data on-site, Migdal Capital Markets had to ensure utmost visibility of customer data and effective customer data management. To maintain a competitive edge, the company also needed a tool to effortlessly design its own business processes to efficiently manage customer requests and cases.
Providing custom solutions and powerful CRM and BPM tools, Creatio fulfilled all of the company’s requirements. With the implementation of Creatio completed in only 5 months, Migdal Capital Markets created over 30 service-related operations, optimized a range of sales processes, automated document workflow, and ensured effective customer communications.
Creatio implementation was carried out by Proceed, a leading Israeli consulting and integration company. With over ten years’ experience in providing successful integration of high-end technological solutions, Proceed utilizes its vast knowledge of CRM practices to ensure smooth, prompt and successful implementation projects.
Learn more about Migdal Capital Markets’ success here.