Unified catalog of bank products
Regardless of the complexity and size of your bank’s product and service portfolio, be certain you can store them all in Financial Services Creatio, customer journey edition. Each product can match an unlimited number of parameters: interest rates, terms, repayment schedules and many others.
Product features
Detail the financial features of each product to easily find services that accurately match client requirements. Each product can have any number of parameters, such as interest rates, terms, repayment schedules, and many more.
Product-segment matrix
Easily match products to client needs and requirements. Simplify the product selection process by specifying appropriate segments of clients for each product.
Product documents
Specify a set of required documents for each product in order to automate and simplify the paperwork.