Prepared for
Creatio product demos, curated for Coventry Building Society
Explore the platform capabilities behind your evaluation, gathered in one place. Choose a product area below and open any walkthrough to watch it in full.
8 demos
3 product areas
Browse demos
Overview
Creatio for Financial Services — solution tour
End-to-end look at how the platform maps to a building society operating model.
Overview
Platform overview: no-code app composer
How business teams build and change apps without engineering dependency.
Creatio Marketing
Campaign automation walkthrough
Designing multi-step member campaigns with real-time triggers and audiences.
Creatio Marketing
Personalized journeys for retail banking
Tailoring member communications across email, SMS and in-app touchpoints.
Creatio Sales
Lead-to-mortgage pipeline management
Tracking an application from first enquiry through to completion.
Creatio Sales
Opportunity management for relationship managers
A day-in-the-life view of the RM desktop and next-best-action guidance.
Creatio Service
Omnichannel member support desk
Unifying phone, chat and email into a single agent workspace.
Creatio Service
Case management & SLA tracking
Routing, prioritising and resolving cases against service-level targets.