A single contract database
Easily manage all contracts, related specifications and additional agreements using Financial Services Creatio, customer journey edition. Attach electronic versions and photocopies of contracts; keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.
Client’s documents
Track documents in the system, specify their type and link them to clients, opportunities or contracts. Creatio allows you to set the relationship between documents and quickly jump from one document to the other. Save the history of approvals and chronology of activities for each document.
A single registry of bank accounts and cards
Track information about clients’ bank accounts, their statuses and balance. You can also see what type of cards have been issued and which accounts they are connected to.
