CRM Financial Services (Creatio FINSERV)

At iSystem Asia, we believe that delivering exceptional financial services help to earn and gain trust & loyalty from clients. Together with Creatio, we power you with a platform to automate financial services workflows and CRM with no-code, a technology that helps drive change and accelerate processes with a maximum of freedom.

CRM Financial Services is very crucial for financial services industry to build, maintain and strengthen relationships with customers because positive customers relationships are at the heart of success in the finance industry.

Marketing

Marketing automation features from Creatio, helps businesses achieve efficiency and effectiveness in their marketing efforts, such as lead nurturing campaigns, email marketing, and more.

It also provides valuable insights and analytics that enable marketers to measure the impact of their campaigns and optimize their strategies for maximum ROI.

Sales

More to Creatio FINSERV industry, the Sales features provides a centralized platform for managing client interactions, leads, and opportunities.

It ensures that the sales team has real-time access to customer information, including their financial profiles, investment preferences, and communication history.

Service

In Service features, a customer 360-degree-view is provided to customer service representatives for them to access customers’ information and resolve issues.

Having easy access to customers’ information provides bigger pictures of relationships and interactions with customers.