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Creatio
Creatio (formerly bpm'online) offers a low-code platform with CRM and business process automation capabilities for various industries including financial services and banking.
Email: info@creatio.com
Phone: +1-617-765-7997
products
Insurance Agency CRM for Creatio
Category: Customer Relationship Management (CRM) Systems
Enables customer acquisition and service workflows, case management, policy and claims tracking, process automation, omnichannel communication, and customizable dashboards for insurance providers..
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Financial Services CRM
Category: Client Relationship Management (CRM) Systems
Provides client acquisition and management, opportunity management, financial product portfolio management, investment tracking, and automated workflows for financial advisors and brokers. Includes compliance management tools..
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