Unified bank products catalog

Keep a single list of products and services offered by your bank in Financial Services Creatio, lending edition, regardless of the complexity and size of your product catalog. You can fill the directory by your own, or automatically upload it from the accounting system in online mode.

Unified bank products catalog

Product Features

Configure special offers for customers, detailing the financial characteristics of each product. Each product can match an unlimited number of parameters: the number of financial schemes that determine interest rates, terms, repayment schemes and other parameters. The system enables users to easily customize the product characteristics, set their validity dates and track the usage history.

Product Features

Product Packages Management

Offer your customers product packages. You can set what products to include in the package, including insurance, cards and other related services. When making a basic product package to the client all the products will be processed automatically.

Products quick start and modification

Launch the products without additional programming. Special Designer allows you to create and edit financial schemes in minutes, selecting required options from directories.

Products quick start and modification
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