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Financial Technology Year

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Creatio CRM Platform

from Creatio

An AI-native, no-code CRM and process automation platform that streamlines customer relationship management, sales, and service workflows. Offers capabilities for end-to-end customer journey management, with specialized support for financial services and insurance.
Is this your Company
Category: Customer Relationship Management (CRM) Systems
in: Customer Service
Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.

Creatio CRM Platform


Category: Client Relationship Management (CRM) Systems
in: Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.

Creatio CRM Platform


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