Unified customer base
Create a single database of existing and prospective clients. Use Creatio to track the full profile of an individual, keep record of contact data, history of financial products offers, credit applications, contracts, bank accounts and cards, financial indicators and payment schedules of the client. The system will help select the best financial products for each customer and improve the level of service.
Segmentation of legal entities and individuals
Easily segment your customer database to organize a convenient and effective work process. You can group your clients based on income level, region, age, position, credit history and other parameters.
Interactions and communication history
Build relationships with your clients based on the complete history of their communication patterns. Creatio keeps track of every interaction with each corporate client, including calls, correspondence, applications and contracts in relation to specific individuals or legal entities. This enables you to evaluate the completeness of work with the client and change your approach to achieve better results.
Data enrichment through social media
Find clients on Facebook or Twitter and enrich their profiles using pre-built social media integration features. Get various information on contacts and companies from social networks in just one click.
Search and merge duplicates
Identify and eliminate duplicate records in Creatio. You can find duplicates, and then merge it when the data matches. The system enables you to configure the duplicate search engine: do this periodically, manually, or immediately after adding a new client to the database.
Client database analytics
Control and improve processes by analyzing your client database in real time. Thorough analysis tools enable you to quickly evaluate the dynamics of income, track changes in clients’ behavior, financial performance by segments. Delve into specific indicators and analyze the information in details, in one click.