Finance CRM

Innovative CRM financial software designed for banking and financial industry to streamline customer-facing processes

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The goals of using a financial CRM software

  • Sales Force Automation

CRM system is the main tool of the sales rep. This software allows to plan, execute, analyze and enhance the entire sales process. With the help of a CRM system, it is easier to complete the following tasks: increase the profitability of customers, develop a new product portfolio, increase the number of products, expand the client base, etc.

  • Marketing automation

CRM allows employees to capture every moment of interaction with the client and easily save all the results. Subsequently, marketers can use the accumulated history of interaction in order to plan and execute more effective, client-oriented marketing campaigns, using the most convenient channels of communication with clients.

  • Service automation

CRM allows banks to manage customer, service and routing requests within the company. Thanks to this, all the requests are processed on time, and it is always possible to find out their current request status.

  • Performance Management

Professional financial services management software helps to effectively organize the tasks and schedule of bank managers. With such a system, department heads will have an ability to monitor all actions of managers that include calls, messages, meetings, etc., which allows to analyze and improve the sales process, immediately identifying the bottlenecks in the selling strategy. Using CRM system, bank administration can be sure that all employees, both experienced and recently arrived, both in the central office and in regional offices, will work in accordance with the well-established automated processes. From employee’s point of view, debugged CRM processes significantly reduce the risk to forget about an important task and undertake the majority of routine operations.

  • Document flow management

In a powerful finance CRM system, it is easy to track the document flow: link documents to the customers and orders, and set relationships between several different documents.

  • Collaboration

Advanced financial services CRM system allows to optimize the interaction between the departments. For example, if a VIP client, who is an artificial person, applies to one of the bank's branches as a natural person, CRM will enable bank manager to track this case and offer the appropriate level of service to the client. Another example: a customer, who calls to the bank, is interested in the terms of lending for artificial persons. Based on the results of communication with the call center agent, the task for the manager will be created automatically. Further, when making a loan, CRM system makes it significantly easier to manage the reviewing process of this credit case in the legal department of the bank, evaluation department, security department etc., ensuring the speed and completeness of the information transfer.

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Selecting CRM solution

When choosing a particular financial management software, it is highly recommended to dwell on solutions designed specifically for financial services industry. CRM systems that contain modules for the work of trading companies, manufacturing organizations etc., so-called “universal” software, may require significant improvements in the data structure and user interface to fit the need of a financial organization.

Benefits of Creatio Finance Software

Financial Services Creatio is a robust CRM software for corporate and retail banks and other financial organizations. The system improves operational efficiency and delivers excellent customer service. BPM (Business Process Management) software for financial service manages complete customer journey and enhances customer experience. Moreover, financial BPM software has the ability to unlock the potential of your financial institution and establish long-term relationships with potential and regular customers.


With Financial Services Creatio, firms get the agility to continuously design, test and optimize business processes in the CRM system. Furthermore, all products built on the Creatio platform contain pre-configured best practice processes for managing customer-facing operations.


Creatio CRM software enables companies in the finance sector to automate their marketing, sales and service activities using a single application built on a single platform. The solution streamlines end-to-end processes for managing the entire customer journey, and boosts cross and up sales.


All Creatio products have an appealing user interface with a social look and feel that enables sharing user experience across all popular devices, whether it is a PC, laptop, tablet or smartphone. With the mobile app, you have access to critical data anytime and anywhere.


Creatio CRM for finance management delivers a comprehensive set of features for front-office and contact center automation, which include:

  • Customer database management
  • Agent workplace
  • Multichannel communications
  • Business process management
  • Best practice processes
  • Product management
  • Case management
  • Knowledge management
  • Integration capabilities

Sales CRM software for the financial sector allows to efficiently manage every stage of the sales cycle. The system provides the following key features for successful sales management:

  • 360° customer view
  • Collaboration tools
  • Lead management
  • Sales forecasting
  • Opportunity management
  • Product management
  • Account management
  • Knowledge management
  • Analytics

Omnichannel marketing automation software designed to improve demand generation in the finance industry through targeted personalized campaigns includes the following key modules:

  • Customer database segmentation
  • Lead management
  • Marketing campaign automation
  • Email marketing
  • Event management
  • Business process management
  • Collaboration tools
  • Knowledge management
  • Integration capabilities

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Thousands of customers worldwide use Creatio to automate their business processes.

We are inspired to create best-of-breed technologies for process-driven solutions

Creatio provides unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution. The beauty and the core value of Creatio products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love Creatio engaging interface with a social look and feel, free from redundant information to keep them focused on what's relevant. Today, the company serves thousands of customers worldwide.

Creatio has been widely recognized by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.

  • Сreatio named a Leader in the Gartner Magic Quadrant for Sales Force Automation (2021).

  • Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for the CRM Customer Engagement Center (2020)

  • Creatio has been included in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for Intelligent Business Process Management Suites (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Customer Service Solutions, Q2 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q4 (2018)

  • Creatio named a Strong Performer in
    The Forrester Wave™: B2B Marketing Automation Platforms, Q4 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Cloud-Based Dynamic Case Management, Q1 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2017)

  • Creatio has been recognized in the LCAP Technology Value Matrix 2020 by Nucleus Research.

  • Creatio has been recognized as a Leader in the CRM Technology Value Matrix 2020 by Nucleus Research.

  • Creatio named a Leader in the Grid® Reports for Business Process Management and CRM | Winter 2021 by G2.

  • Creatio named a winner of the CRM Watchlist 2020 award led by Paul Greenberg, one of the most influential thought leaders in the CRM industry.

  • Creatio named a 5-Star Partner Program Award Winner among Cloud Vendors by CRN Magazine for the third consecutive year (2020).

  • Creatio named a winner of a People’s Choice Stevie® Award for Favorite New Products in The 18th Annual American Business Awards® (2020).

  • Creatio named a Leader in three categories of the 2019 CRM Market Leader Awards - Enterprise CRM, CRM for Midsize Companies and SFA.

  • Creatio named a winner of a Gold Stevie Award in the Digital Process Automation Solution category in The 17th Annual American Business Awards. (2019).

  • Creatio named Market Leader in the Summer 2020 Low-Code Development Platforms Customer Success Report.

  • Creatio named a Top 1 business process management solution by FinancesOnline for the second year in a row (2019).

Read our CRM Buyer’s Guide and choose the best software!