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.

Is this your company?

Email: info@creatio.com

Phone: +1-617-765-7997

Web: https://www.creatio.com/

products

• Insurance Agency CRM for Creatio
  Enables customer acquisition and service workflows, case management, policy and claims tracking, process automation, omnichannel communication, and customizable dashboards for insurance providers.
  
• Financial Services CRM
  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.