Primary data import
Access the entire history of communications with each client to improve your current interaction. Use the mechanisms of primary data import to view the entire credit history on each customer from different charts and databases.
Data import from and to Excel
Employ a built-in utility for data import to and from Excel to quickly import or export data on accounts and contacts, product catalog, documents and invoices into Financial Services Creatio, lending edition.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange that synchronizes email, contacts, and tasks with the click of a mouse. Adjust the frequency of synchronization (daily, hourly or more frequent) and always have all the relevant data on hand.
Google integration
Synchronize emails, calendar and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.
Mail integration via IMAP / SMTP
Keep the entire history of communications with the customer in Financial Services Creatio, lending edition, regardless of the mail provider. Send and receive email without leaving the application.
Core Banking System integration
Configure the automatic data exchange between accounting systems. Integration toolkit allows receiving data on the financial status of existing clients from the core banking system and transferring the required data to Financial Services Creatio, lending edition.
Credit Bureau integration
Check the credit history of your customers by setting automatic integration of Financial Services Creatio, lending edition with credit bureau.
Integration with third-party banking systems
Establish integration with any third-party banking software: core banking, accounting systems, underwriting, verification or back-end systems. Creatio offers open APIs to ensure smooth integration with all of the various applications used by the bank.
