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Creatio Financial Services Reviews & Product Details

Denis Z.
DZ
Sales Executive
Computer Software
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Creatio Financial Services?

1) out-of-the-box pre-built processes

2) engaging simple interface

3) cost of the product / license fee

Also Bpm’online has been widely recognized by key industry analysts, receiving multiple awards. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Pre-sales and post-sales support from technical SE standpoint in US but it's a question of time since company created a point of presence in Boston and rapidly growing, re-enforcing direct and channel resources. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio Financial Services:

Try & Buy approach really works! Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

Automation of business processes within CRM for all business units from Finance to Sales and Marketing. Review collected by and hosted on G2.com.

Creatio Financial Services Overview

What is Creatio Financial Services?

Creatio CRM for Financial Industry offers an award-winning CRM, a great variety of financial apps, and unlimited freedom of innovation with no-code development tools! Creatio CRM enables financial companies to streamline and automate lead management workflows, run multi-stage multichannel marketing campaigns, build intelligent scoring and qualification models with ML/AI tools, and many more. With Creatio no-code tools, you can do as much as replicate your company’s very DNA in a digital form.

Creatio Financial Services Details
Languages Supported
Arabic, Czech, German, English, French, Hebrew, Indonesian, Italian, Dutch, Polish, Portuguese, Romanian, Spanish, Thai, Vietnamese
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Product Description

Creatio Financial Services - One platform to automate financial services workflows and CRM with no-code. Manage the end-to-end customer journey and streamline front and middle-office workflows.


Seller Details
Seller
Creatio
Year Founded
2014
HQ Location
Boston, Massachusetts
Twitter
@Creatio_Global
4,032 Twitter followers
LinkedIn® Page
www.linkedin.com
864 employees on LinkedIn®
Phone
+1 617 765 7997
Description

Creatio is a leading provider of low-code process management and CRM solutions, empowering organizations to accelerate their business transformation. Their platform enables users to design, automate, and optimize processes and customer interactions with ease. Creatio offers a range of products and services tailored to enhance customer engagement, streamline operations, and drive efficiency. For more information, visit their website at https://www.creatio.com.


MG
Overview Provided by:

Recent Creatio Financial Services Reviews

GJ
Gricelda J.Mid-Market (51-1000 emp.)
3.5 out of 5
"Great Way to Manage your money"
Its a great service that allows me to be on top of my finances. It allows you to build your CRM.
David P.
DP
David P.Mid-Market (51-1000 emp.)
5.0 out of 5
"Creatio for process automation"
Excellent tool for process automation within a very comprehensive and easy-to-use organization.
Hector P.
HP
Hector P.Mid-Market (51-1000 emp.)
5.0 out of 5
"Creation low cost"
Its ease of use, practical and has many very good functionalities that automate processes.
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Creatio Financial Services Media

Creatio Financial Services Demo - Banking
Creatio CRM for Banking Industry offers an award-winning CRM, a great variety of financial apps, and enterprise-grade no-code tools.
Creatio Financial Services Demo - Insurance
With Creatio CRM for insurance you get access to a variety of workflows - from policy to insurance claim lifecycle operating and more.
Creatio Financial Services Demo - Lending Automation
Utilize customer 360 data and automated loan verification workflows to provide personalized loan terms for each client, quickly collect approvals from the middle office, and enforce any unique loan processing policies as part of your company's playbook.
Creatio Financial Services Demo - Mortgage workflow
An example of Workflow Automation Map
Creatio Financial Services Demo - AI & ML
Configure your AI use cases with no limits and no code. Streamline decision making and increase your efficiency by utilizing powerful yet simple AI/ML models.
Creatio Financial Services Demo - Desktop Interface
Customize your Desktop Interface
Answer a few questions to help the Creatio Financial Services community
Have you used Creatio Financial Services before?
Yes

9 out of 10 Total Reviews for Creatio Financial Services

4.8 out of 5
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Overall Review Sentiment for Creatio Financial ServicesQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Jhonatan L.
JL
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Creatio Financial Services?

It is an intuitive tool that adds a lot of value to the organization with proper implementation. Multiple processes of the organization can be adapted, as well as easy use for the end user and timely support, easily configurable with other software. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

As every tool always evolves to adapt to the needs of each business sector, I would like a slightly more elaborate or structured Academy. Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

It is an innovative tool that helps the business turn for managing processes and quality services. Review collected by and hosted on G2.com.

GJ
Classroom Aide
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Creatio Financial Services?

Its a great service that allows me to be on top of my finances. It allows you to build your CRM. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Honestly, just working with money is scary. Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

None, I didn't encounter any problems. Review collected by and hosted on G2.com.

Hansel V.
HV
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Creatio Financial Services?

It is a fast, well-refined system that does not cause problems if configured, allowing work in groups without causing conflict among developers. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

There is little documentation at a global level, one must limit oneself solely to the official documentation, which prevents finding information on something specific, the community is still very small. Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

The system is already oriented towards financial systems, which makes its internal use easier. Review collected by and hosted on G2.com.

Alexander C.
AC
Ingeniero de automatización de procesos
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Creatio Financial Services?

Quality, efficiency, effectiveness and efficacy Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

It is a CRM with a great capacity for integrations and functionality Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

I have had no problems with the product Review collected by and hosted on G2.com.

David P.
DP
Senior Process Engineer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Creatio Financial Services?

Excellent tool for process automation within a very comprehensive and easy-to-use organization. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

The documentation of Academy more complete. Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

It adapts to any business need, the benefit is the short development time to implement a solution. Review collected by and hosted on G2.com.

Hector P.
HP
Ingeniero de automatización de procesos
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Creatio Financial Services?

Its ease of use, practical and has many very good functionalities that automate processes. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Sometimes the page is a bit slow, but nothing out of the ordinary. Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

Automation of processes and modeling of BPMN ease for users Review collected by and hosted on G2.com.

Manuel M.
MM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Creatio Financial Services?

Creatio efficiently manages workflows, making the finance area easy to understand and quick to consult. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

When the client is very demanding with your product, it is very difficult to customize Creatio in that aspect. Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

It solves the problem of slow implementation and has personally helped me to easily understand the implementation of this type of services. Review collected by and hosted on G2.com.

DR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Creatio Financial Services?

The most useful thing about creatio finserv is the architecture and standardization used to develop Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Accessible documentation to be able to exploit all the options that Finserv offers us Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

Regulation of loads and efficiency in processes Review collected by and hosted on G2.com.

CS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Creatio Financial Services?

the great possibility of being able to create new business functions Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

The whole platform is fine, only if you could use an if and else togethe Review collected by and hosted on G2.com.

What problems is Creatio Financial Services solving and how is that benefiting you?

easy to manage, go to production Review collected by and hosted on G2.com.