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Financial Services CRM from Creatio
Provides client acquisition and management, opportunity management, financial product portfolio management, investment tracking, and automated workflows for financial advisors and brokers. Includes compliance management tools.
Product analysis by function
Client Relationship Management (CRM) Systems for Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More Client Relationship Management (CRM) Systems
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Client Data Management
(10 Yes /10 Known /11 Possible features)
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Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information. |
The product provides comprehensive client acquisition and management, supporting storage and display of detailed client information. | |
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Document Management Support for storing, organizing, and retrieving client-related documents and forms. |
CRM platforms like Creatio Financial Services CRM include document storage and retrieval as a standard feature for managing client documents and forms. | |
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Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources. |
Integration with third-party financial product and investment data sources is implied, supporting data enrichment tools. | |
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Custom Fields Ability to add company-specific fields to client profiles. |
Custom fields are standard in CRM systems to allow for company-specific data tracking in client profiles. | |
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Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records. |
Advanced search and filtering capabilities are standard in industry CRMs and noted in product materials. | |
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Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.). |
Financial Services CRM references bulk data import capabilities for onboarding and migrations, also export for reporting. | |
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Data Validation Automated checks and validation routines to ensure data quality and consistency. |
Data validation features are standard for compliance-focused CRMs, and referenced under compliance management. | |
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Historical Record Keeping Maintains a comprehensive change history or audit trail for client data. |
Audit trails/compliance features imply complete historical record-keeping. | |
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Multi-language Support Support for multiple languages in client data fields and interfaces. |
The vendor supports global deployments and references multi-language capabilities. | |
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Compliance Tagging Ability to tag and flag records for regulatory and compliance review. |
Compliance tagging inferred from compliance management features; tagging and flagging for review are standard. | |
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Data Storage Capacity Total amount of client data and documents that can be stored. |
No information available |
Interaction Tracking
(7 Yes /7 Known /10 Possible features)
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Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.). |
Activity logging (calls, meetings, emails) is standard in CRM and implied in interaction management feature set. | |
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Email Integration Ability to link and track email exchanges within client records. |
Email integration for tracking communications is standard and included. | |
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Call Logging and Recording Support for logging calls and, where allowed, recording conversations. |
No information available | |
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Meeting Scheduling Integrated scheduling tools for arranging meetings with clients. |
The CRM includes meeting scheduling tools for advisors and clients. | |
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Notes and Attachments Add contextual notes and attach relevant files to each interaction. |
Users can add notes and attachments to records and interactions. | |
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Task Assignment Assign follow-up actions or tasks based on interactions. |
Task assignment and follow-up are part of automated workflow features. | |
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Interaction Timeline Visual timeline display of all past client interactions. |
Interaction timeline/360-degree view is specifically promoted in solution overview. | |
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Bulk Interaction Upload Ability to bulk upload historical interactions. |
Bulk interaction upload (historical imports) is mentioned under onboarding migration tools. | |
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Activity Alerts Real-time notifications based on specific client activity or inactivity. |
No information available | |
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Interaction Storage Duration Duration for which interaction records are stored and accessible. |
No information available |
360-Degree Client View
(9 Yes /9 Known /10 Possible features)
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Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view. |
Account aggregation features highlighted as part of the single client view for financial advisors. | |
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Real-Time Updates Dashboards and client views update dynamically with live data. |
Dashboards and views are described as real-time, with dynamic updates. | |
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Relationship Mapping Visual and data tools to map associations between clients, households, and related entities. |
Relationship mapping for households/businesses is promoted in documentation. | |
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Portfolio Overview Summary view of client portfolios, holdings, and risk exposure. |
Portfolio overview and investment tracking referenced explicitly in product feature set. | |
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Service Case Overview Unified access to service tickets and requests related to each client. |
Service case/ticket unification with client records is described in the product. | |
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Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences. |
Custom dashboard widgets mentioned as part of user personalization and dashboard flexibility. | |
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Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile. |
Client segmentation tools for marketing, service, and compliance included. | |
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Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints. |
Multi-channel activity (email, phone, web, mobile) referenced in omnichannel features. | |
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KPIs at a Glance Displays key performance indicators relevant to client health and engagement. |
"At a glance" KPIs and dashboards are highlighted in solution summary. | |
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Time to Load Dashboard Time required to fully load and render the 360-degree client view. |
No information available |
Workflow Automation
(8 Yes /8 Known /10 Possible features)
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Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules. |
Onboarding automation via pre-defined rules described in workflow automation docs. | |
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Task Automation Automatically generates reminders, assignments, and escalations. |
Task automation (reminders, escalations) part of stated workflow automation toolkit. | |
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Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation. |
Approval routing supported through configurable workflows for sensitive requests. | |
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Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates. |
Drag-and-drop custom workflow builder is a unique selling point for Creatio. | |
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Service Ticket Automation Automates assignment and routing of client service tickets. |
Service ticket automation and routing is a core feature for financial services use case. | |
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Document Generation Automatically generates standardized documents for client requests. |
Automated document generation referenced in marketing and lending modules. | |
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SLA Tracking Tracks workflow adherence to service level agreements. |
SLA/adherence tracking, escalations referenced under customer service management features. | |
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Workflow Audit Logs Detailed tracking of workflow actions and status changes. |
Workflow audit logs are referenced in compliance/tracking features. | |
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Concurrent Workflows Number of workflows that can be executed in parallel. |
No information available | |
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Average Task Completion Time Average time required for an automated workflow to complete a standard task. |
No information available |
Compliance and Security
(8 Yes /8 Known /10 Possible features)
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Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data. |
Role-based access controls are referenced as part of the compliance suite. | |
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Audit Trail Comprehensive logs of user activities and changes in the platform. |
Audit trail capability is standard for regulatory compliance and cited in materials. | |
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Data Encryption Data encrypted at rest and in transit according to industry standards. |
Data encryption in transit and at rest referenced re: compliance with industry standards. | |
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2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA). |
MFA/2FA support listed as part of the security offering. | |
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Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings. |
Product states it supports regulatory reporting (e.g., MiFID, GDPR, etc.). | |
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Client Consent Management Capture and store records of required consents and data handling preferences. |
Consent management referenced as part of GDPR compliance support in platform. | |
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Data Retention Policies Configure how long records are retained in accordance with regulations. |
Data retention policies are configurable for compliance needs, referenced in product documentation. | |
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Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access. |
Third-party access controls available as part of integrations and compliance management. | |
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Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics. |
No information available | |
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Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2). |
No information available |
Analytics and Reporting
(8 Yes /8 Known /10 Possible features)
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Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.). |
Standard reports included (activity, pipeline, portfolio). | |
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Custom Report Builder User-friendly interface for building bespoke reports. |
Users can build custom reports via UI per marketing materials. | |
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Interactive Dashboards Dynamic, visual dashboards with drill-down capability. |
Interactive dashboards promoted (drill-downs, visual analytics). | |
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Scheduled Reports Ability to automatically deliver reports on a defined schedule. |
Scheduled automated report delivery is supported. | |
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Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.). |
Export of analytics and reports in standard formats (CSV, XLSX, PDF), as described on site. | |
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Real-Time Analytics Support for near real-time data visualization and analysis. |
Real-time analytics dashboards referenced in product highlights. | |
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KPI Customization Set and monitor key performance indicators relevant to client service. |
KPI customization and monitoring supported per user role and need. | |
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Analytics API Access Programmatic access to analytics for integration with other systems. |
Analytics API access is available for integration, as described in SDK documentation. | |
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Number of Concurrent Reports How many reports can be generated simultaneously. |
No information available | |
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Report Generation Time Average time to produce standard analytical reports. |
No information available |
Integration and Extensibility
(8 Yes /8 Known /10 Possible features)
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API Availability Comprehensive API access for data exchange and process integration. |
API access for data exchange and process integration is a core offering. | |
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Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools. |
App marketplace with pre-built fintech and productivity integrations highlighted. | |
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Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.). |
Open data standards (e.g., REST, OFX, XML) referenced for integration. | |
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Single Sign-On (SSO) Integrate with directory services for unified credential management. |
Single sign-on via enterprise directory is supported per IT documentation. | |
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Webhooks Configurable webhooks for real-time system notifications and triggers. |
Webhooks for system notifications/integrations referenced in extensibility options. | |
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Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions. |
Custom plug-in framework highlighted for marketplace and internal development. | |
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Batch Data Sync Scheduler and tools for batch synchronization of large data sets. |
Batch data synchronization tools referenced under data migration and integration. | |
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Integration Monitoring Visibility and alerts regarding integration health and data flow. |
Integration health monitoring and alerts available for system admins. | |
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Concurrent Integration Limit Maximum number of concurrent system integrations supported. |
No information available | |
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Mean Integration Response Time Average response time for key API calls or integrations. |
No information available |
User Experience and Accessibility
(7 Yes /7 Known /9 Possible features)
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Mobile Responsiveness Optimized interface for use on mobile devices. |
Mobile UI for advisors/clients specifically promoted. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities. |
Accessibility compliance (WCAG and similar) referenced in application standards. | |
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User Personalization Support for tailored views, notifications, and navigation per user. |
User personalization options, including notifications and layouts, highlighted. | |
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Contextual Help In-app help, tooltips, guides, and tutorials. |
In-app help, tutorials, and contextual guides mentioned in support documentation. | |
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Multi-Window Support Ability to use multiple windows or tabs without session conflicts. |
Users can work in multiple browser tabs or windows as referenced in user guides. | |
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Localization Support for multiple languages and regional formats. |
Language and region localization fully supported, global financial client base cited. | |
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End-User Training Tools Library of learning resources and onboarding modules. |
End-user training center and onboarding support modules referenced. | |
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User Session Timeout Setting Duration after which an idle user is automatically logged out. |
No information available | |
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Page Load Speed Average time to load main user interface pages. |
No information available |
Client Communication Tools
(7 Yes /7 Known /10 Possible features)
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Secure Messaging End-to-end encrypted chat or messaging with clients within the platform. |
Secure messaging is referenced as part of client communications suite. | |
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Bulk Email Campaigns Ability to create and send targeted email campaigns to clients. |
Bulk email campaign and marketing communications tools referenced. | |
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SMS Integration Direct messaging via SMS to clients’ registered numbers. |
No information available | |
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E-Document Delivery Securely send statements, disclosures, and other documents to clients. |
E-Document delivery is referenced in digital onboarding/account statement features. | |
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Campaign Analytics Track open rates, clicks, and engagement for outbound communications. |
Campaign analytics (open/click) are referenced as part of marketing suite. | |
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Automated Reminders System-generated reminders for pending actions or documents. |
Automated reminders for tasks, meetings, and document requirements. | |
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Template Management Central management of approved email and message templates. |
Email/template library is referenced as central for communications. | |
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Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences. |
Opt-in/opt-out management (communication preferences) referenced as a compliance feature. | |
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Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns. |
No information available | |
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Message Delivery Time Average time for messages to be delivered to clients. |
No information available |
Service Case and Ticketing Management
(8 Yes /8 Known /10 Possible features)
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Case Creation Automation Auto-generation of service cases from incoming emails or client messages. |
Automated service case/ticket creation from inbound communication cited. | |
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Priority and Categorization Support for tagging tickets by priority and type for routing and handling. |
Priority/categorization tagging tools referenced in service management. | |
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Assignment Rules Automated or manual assignment of cases to the appropriate team or individual. |
Assignment rules by team or workflow stage highlighted. | |
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SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases. |
SLAs and escalation configuration is included in the workflow toolkit. | |
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Case Resolution Workflows Guided workflows for efficient problem investigation and resolution. |
Case resolution workflows (guided/flexible) highlighted for faster service turnaround. | |
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Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket. |
Internal notes/collaboration on tickets referenced for teamwork and audit. | |
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Client Portal Access Clients can view, update, and track their own tickets online. |
Client portal for ticket/case tracking highlighted for transparency. | |
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Case Closure Feedback Collect client satisfaction feedback upon case resolution. |
Client satisfaction feedback post-case closure is included. | |
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Active Case Limit Maximum number of open service cases the system can manage simultaneously. |
No information available | |
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Average Case Resolution Time Mean turnaround time for resolving standard support tickets. |
No information available |
Performance, Reliability, and Support
(7 Yes /7 Known /10 Possible features)
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System Uptime SLA Contractually guaranteed percentage of system availability. |
No information available | |
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Disaster Recovery and Backup Automated data backup and rapid failover capabilities. |
Disaster recovery and automatic backup capabilities referenced for business continuity. | |
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24/7 Support Availability Access to technical support around the clock. |
24/7 technical support availability referenced in the support section. | |
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Response Time Guarantee Average time to respond to critical support requests. |
No information available | |
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User Community Portal Online forum and help center for users to share solutions. |
User community/knowledge base is referenced as available for users. | |
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Regular Software Updates Commitment to periodic updates and enhancements. |
Vendor provides regular software updates, referenced in SLA and roadmap. | |
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Performance Monitoring Tools Built-in utilities to monitor system health and usage. |
Performance monitoring/admin tools are included as part of system management. | |
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Incident Notification Immediate alerts to administrators for system issues. |
Incident/system alert notifications referenced in admin tools. | |
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System Scalability Capacity to expand concurrent users or data usage without significant degradation. |
System scalability is highlighted, supporting large financial institutions. | |
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Peak Concurrent User Support Maximum number of users supported simultaneously under full load. |
No information available |
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