Payton Capital Transforms
Investor Services with
Creatio-Powered Digital Ecosystem

Payton Capital, an Australian financial institution, specializes in providing wholesale debt solutions to businesses and real estate developers. It excels in creating appealing investment products that focus on managing risks and are tailored for a diverse range of investors, including domestic and offshore clients.

Despite its strong market position and experienced team, the company faced operational challenges that were hindering its growth and ability to provide top-tier service to its investors. The organization operated with disconnected systems, particularly between their CRM and loan management processes. This lack of integration led to inefficiencies, limited visibility into sales processes, and a high volume of customer service calls from investors seeking basic portfolio information.

Payton Capital began its digital transformation journey by implementing the Creatio platform, with a strong focus on enhanced CRM functionality. This transition provided a centralized database for customer information and sales tracking, a substantial improvement over the previously disconnected systems.

Leveraging Sales Creatio, the organization was able to automate lead and opportunity workflows as well as streamline sales forecasting. Sales representatives gained easier access to customer data, while managers achieved greater visibility into the sales pipeline. The seamless integration of the Creatio platform into Payton Capital's operations has significantly improved overall sales effectiveness and customer engagement.

As the organization grew more familiar with Creatio's capabilities, it aimed to fully leverage the system's potential. To support a more comprehensive digital transformation, it partnered with implementation experts QTECX Solutions to customize and seamlessly integrate Creatio with its existing processes and systems. This collaboration allowed Payton Capital to better align its operations with its strategic goals.

One of the most significant improvements Payton Capital has experienced through digital transformation is in customer service. By leveraging Creatio's integration capabilities, along with the connections to multiple platforms and applications, the company can now offer cohasive customer support and a streamlined, digitalized customer experience.

A yielding improvement was observed when the Payton Portal was introduced. Previously, customers had to call during business hours to obtain information about their investments. Now, they can easily access their portfolio information anytime, anywhere, through a user-friendly interface on both desktop and mobile devices. While the investor portal was developed as an external system by QTECX Solutions, it is Creatio's robust integration capabilities that enabled a seamless connection between the CRM, the portal, mobile app and the loan management system. This integration allows Payton Capital to consolidate all customer data in one place, enhancing accessibility and streamlining operations.

The comprahansive integration has transformed the way Payton Capital interacts with its investors. They can now have 24/7 access to real-time information about their investments, including portfolio performance, returns, and project updates. This self-service capability has significantly reduced the volume of customer service calls, as investors can find most of the information they need directly through the portal. The real-time data synchronization ensures that customers always have access to the most up-to-date information, enhancing transparency and trust.

Implementing Creatio has proven highly beneficial for Payton Capital, particularly in its seamless integration with other systems, which has significantly improved data visibility. This fusion has streamlined information across the business, allowing teams to access and utilize data more efficiently. With Creatio’s powerful reporting capabilities, Payton Capital can now track and analyze data that was previously inaccessible, transforming its decision-making processes.

Creatio generates comprehensive reports covering key business areas, such as investor funds, outgoing payments, and projected income. This level of detailed financial tracking was unattainable with their previous systems. By centralizing data from multiple sources, Payton Capital gained a holistic view of its investment landscape, enabling more informed decisions and strategic planning. Managers now have quick access to key performance indicators, track trends over time, and leverage data-driven insights to optimize operations and investment strategies.

Payton Capital has transformed its document handling processes by leveraging Creatio's document management and integration features. The company implemented an efficient workflow that allows documents to be generated directly within Creatio, sent out for signing via DocuSign, and automatically returned to the system once signed. This end-to-end automation has drastically reduced the time and effort required to manage loan documents and other critical paperwork.

The streamlined process has also enhanced the client experience by offering a faster, more convenient way to complete essential documentation. By minimizing manual handling, Payton Capital has decreased errors and increased the efficiency of its document-related tasks.

Another area of improvement was observed in Payton Capital's loan creation and management process. With Creatio now at the center, the CRM has become the central hub for initiating and processing loans, replacing previously fragmented systems. Creatio's flexibility allowed seamless integration with Payton Capital's existing loan management system, FinPower . This integration enables a smooth flow of information from initial loan creation in Creatio to ongoing management in FinPower . The process is now more efficient and less prone to errors, as data flows automatically between systems without the need for manual re-entry. This streamlined approach has not only improved operational efficiency but also enhanced the accuracy of loan data across the organization. 

Through strategic use of Creatio and partnership with QTECX Solutions, Payton Capital has transformed its operations, enhanced customer experience, and positioned itself for future growth. This digital transformation journey showcases the power of combining a flexible CRM platform with customization and integration services. As Payton Capital continues to grow and evolve, its technology infrastructure is now well-positioned to support its ambitions in the competitive Australian Commercial Real Estate Private Debt market.