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
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..
More..
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..
More..