Bank of Georgia is Utilizing No-Code Innovative Power to Revolutionize Operations for Unprecedented Efficiency

Discover the journey of Georgia's foremost financial institution as it unleashes the capabilities of the Creatio no-code platform, driving operational efficiency and innovation to new heights

Bank of Georgia is the primary operating subsidiary of Bank of Georgia Group, a UK-based holding company. The organization is listed in the premium segment of the main market on the London Stock Exchange and is a constituent of the FTSE 250 Index. The group comprises a retail banking and payments business, as well as a corporate banking and investment banking business.

Bank of Georgia is committed to providing exceptional service while addressing the diverse needs of its customers, the bank has continually evolved, expanding its reach and enhancing its offerings. Following its customer-focused and technology-driven strategy, Bank of Georgia sought a strong solution to support its growth and ensure future success. Consequently, they turned to Creatio no-code platform and a partner, Sales’Up, looking for a dynamic solution capable of supporting its expanding operations and delivering unparalleled service.

Key figures

7,699
employees
1.8 M
active individual clients monthly
55.5%
Acquired market share
Recipient
of numerous market awards

Key Deliverables

Case Management: Automated workflow of requests from bank employees, based on the categorization of requests, assignee groups, and various other factors, allowing the business to increase the speed and efficiency of resolving internal requests.
Claim Management: Automated workflow of customer inquiry processing has resulted in significantly reduced response times and improved service quality. It has also enhanced communication and collaboration between bank employees and vendors, optimizing the efficiency of request resolution.
One Hub Environment: Centralized information from diverse sources across multiple departments within the bank. Creatio serves as a unified repository, facilitating seamless access to critical data.
Integration with External Systems: Integrated external systems like HRMS, JIRA, and others to streamline processes and data flow.
Employee Onboarding: Implemented employee onboarding processes and HR workflows to streamline the set-up of new employees.
Archiving System for Data Management: Established archiving system to handle large volumes of data to improve system performance and free up space on production servers.
Customer Feedback Analysis: Implemented a customer satisfaction feedback system that allows users to rate their experience and provides valuable data for analysis, helping to improve service quality.
Dashboard: Enabled data analysis, tracking KPIs, incident resolution times, customer satisfaction, and other performance metrics to drive decision-making and process improvements.
Chatbots: Developed real-time support for internal teams, allowing users to initiate chats directly from their self-service portal for swift inquiry resolution.
Notifications: Optimized notification workflow enables flexible and rapid alerting of business process participants, both inside and outside the CRM, while allowing employees to use low-code/no-code tools to set up new notifications and modify existing parameters without needing a developer.
Approval process: Automated parallel and sequential approvals simplifying communication between employees of different departments and managers without the need for additional communication channels to service the requests.

No-code as an enabler for expansion and success

Bank of Georgia and Creatio’s partner, Sales’Up, have been shaping the bank’s operations with no-code power over the past few years. Driven by their commitment to innovative technologies, their journey with the platform intensified in response to the global pandemic, prompting them to fully embrace a digital experience for their customers and employees.

The bank’s commitment to innovation is a critical factor in its success. The organization has launched numerous digital projects in recent years, solidifying its leadership position in Georgia's banking sector. This progress has spurred substantial growth and highlighted the need for further technological advancements.

Creatio stands out for its exceptional ease of use and rapid setup, and what I appreciate most is the platform's flexibility - it empowers us to implement new functions effortlessly and tailor the system to our needs, all without coding.

Vazha Mantua
Director of IT at Bank of Georgia

Internal improvement, external benefit

One of the priority projects in Bank of Georgia's digital transformation was automating internal services. The need for these changes arose primarily due to the teams' difficulties in interaction, which made it hard to determine responsibilities. The lack of a unified system for monitoring and processing created an unstructured environment that led to delays in handling requests and inefficient use of team resources.

Bank of Georgia established a Service Desk with well-defined processes and SLAs to tackle these challenges with the no-code platform. They introduced a unified system to centralize all requests, enabling clear differentiation between development inquiries, complaints and establishing distinct protocols for each type of request.

Centralizing processes and data within a single platform fosters better collaboration and communication and provides greater visibility and control over operations. Now, various departments, including infrastructure, reporting, IT, administration, cybersecurity, cases and claim teams, call center, contact center, and external partners, are capitalizing on the advantages offered by the one-hub environment. Within this environment, employees can log both their own requests and customer inquiries into the system, thus centralizing and streamlining the management of these interactions.

Discover how AI is transforming the finance industry

Advancing support systems with a duo of no-code and GenAI

Recognizing the demand for real-time assistance, the bank implemented chatbots to support its internal teams, representing a significant leap forward in its operational support systems. This integration empowered users to initiate chats directly from their self-service portal, ensuring swift resolution of their inquiries. The chatbots were designed to address common queries and guide users through various processes, eliminating the need for human intervention or laborious searches through internal materials.

In line with its commitment to continuous improvement, the Bank of Georgia plans to enhance the chatbots with advanced AI capabilities. This upgrade will enable the chatbots to comprehend and address queries more accurately, making user interactions more intuitive. Leveraging the combined prowess of no-code and AI-driven chatbots, users will enjoy seamless access to the bank's knowledge base, receiving comprehensive responses in an instant.

Most banks are typically conservative when it comes to implementing new technologies and tools, but the Bank of Georgia exemplifies the rapid execution of digital transformation projects. Working with the bank's team, we promptly implemented Creatio for internal service automation and established a plan for scaling the system to other departments.

Alex Andronik
CEO of Sales’Up

Transforming operations with the power no-code

The Bank of Georgia implemented an innovative archival system using no-code technology to enhance operational efficiency and manage extensive data. With the assistance of Sales'Up, the bank effectively duplicated Creatio, dedicating the copied version to store archival information. The two systems are integrated, facilitating seamless communication and efficient transfer of the old data to an archive server. This optimization improves the production server's performance while maintaining quick access to archived data.

Given that the bank's contact center database has reached approximately 2 terabytes and generates over 1 million entries annually, streamlined data management was crucial. By collaborating with Sales'Up, the bank securely houses all production data and automatically moves old data to the archives, where it is subsequently deleted from Creatio. This eliminates the need for additional data administration. The integration ensures easy access to historical data when needed, significantly enhancing system efficiency and operational effectiveness.

Prioritizing employee support – HR workflow automation

Bank of Georgia seamlessly integrated its HR system with Creatio to better serve its employees. This integration streamlined the management of tasks such as providing employee access, assigning responsibilities, and granting approvals for rights management and information security protocols. With data flowing directly from the HRMS into Creatio, managers and responsible groups could efficiently handle approvals, requests, and manage access without extensive email communication. This integration simplifies the onboarding journey, from setting up workstations to coordinating with various departments, ensuring smooth and efficient onboarding for new hires. Additionally, it centralizes all cases within the business process management system, enhancing support and providing quicker response times for employees.

One platform, many systems, efficient consolidation

The primary aim of the digital transformation initiative was to consolidate various Bank of Georgia systems onto a single, cohesive platform, thereby significantly enhancing internal service efficiency. By leveraging Creatio as the core system, alongside Jira, email, Telephony, partner systems, HR, and more, the bank facilitated the integration of all systems into a unified access point, which expedited routing and processing.

127%
increase in proceeding change requests within the first year

Following Creatio no-code platform implementation, there was a notable 127% increase in proceeding change requests within the first year alone and the bank's team efficiently manages approximately 1,000 requests daily, underscoring the effectiveness of the consolidated system.

The integration of technology and data, along with a customer-centric approach, has become the enablers of the Bank of Georgia's operational excellence. Beyond these foundational elements, the bank has leveraged numerous additional features within Creatio to fully maximize its capabilities and ensure its ongoing success, such as:

Dashboards. KPIs encompass various aspects such as incident resolution time, customer satisfaction, incident closure time, number of incidents, resolution ratios, and SLA response times for chats. Utilizing the capabilities of the Creatio system, the bank ensures that every metric relevant to support operations is accurately measured and monitored.
Satisfaction level check. A star rating system allows each department to customize their metrics and determine the relevance and importance of specific questions, contributing to a more comprehensive understanding of customer satisfaction across the organization.
Data analytics. The bank's analytics team utilizes data from Creatio to analyze monthly service trends and address critical issues. For instance, a recent surge in cases logged in Creatio led to the discovery of a significant service problem. Through thorough analysis, the team identified and swiftly resolved the issue, ensuring continued operational efficiency.

Advancements in case management

Bank of Georgia's decision to revamp its internal service operations demonstrates a proactive approach to enhancing efficiency and effectiveness. Thanks to all the improvements mentioned above, the bank has introduced a comprehensive case management system within the Creatio no-code platform. The pool of solutions implemented by the Bank of Georgia, such as integrations, automation, workflows, service desk, a self-service portal, service desk, and more, allows seamless issue resolution and change implementation across various departments. This cohesive approach enables the bank to handle tasks such as approving new products and managing user requests more efficiently. By consolidating these processes within Creatio, the bank has reduced its dependency on email communications, resulting in smoother operations and improved efficiency.

About Bank of Georgia

Bank of Georgia's decision to revamp its internal service operations demonstrates a proactive approach to enhancing efficiency and effectiveness. Thanks to all the improvements mentioned above, the bank has introduced a comprehensive case management system within the Creatio no-code platform. The pool of solutions implemented by the Bank of Georgia, such as integrations, automation, workflows, service desk, a self-service portal, service desk, and more, allows seamless issue resolution and change implementation across various departments. This cohesive approach enables the bank to handle tasks such as approving new products and managing user requests more efficiently. By consolidating these processes within Creatio, the bank has reduced its dependency on email communications, resulting in smoother operations and improved efficiency.

About Sales’Up

Sales'Up is a modern full-cycle solutions integrator company that supports projects from the stage of formulating initial requirements to launch and comprehensive client support in the future. With over 8 years of experience in industry automation, the company offers no-code tools and ready-made solutions in the field of data management.

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