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Cases

[Banza case]: First Ukrainian International Bank “How to optimize >1300 corporate managers work by our solutions”

Client

"First Ukrainian International Bank" (FUIB) is a big and reliable private bank, a financial advisor and an assistant to both individuals and corporate clients

Problem

Unsystematized product catalog, complicated workflow, analytics is collected
from different channels

Challenge

Optimize work processes of corporate managers, reduce time for document processing

Decision

After analyzing all wishes, we took a complex solution to automate processes on the Creatio Platform

What features are built into solution?

1

Development

of unified customer base with clients’ 360° view profiles
2

Optimisation

of product catalog management
3

Attraction

corporate leads from various sources automation
4

Sales monitoring

with detailed statistics on every deal from sales funnel
5

Automation

in corporate loans management
6

Selection

of product application processing and assignment
7

Verification

by departments and members of the Credit Committee online at one platform
8

Document flow

automation and management

Result💪

>1300 FUIB corporate managers job is optimized by our solutions

73%

Process automation has reduced time for document processing

91%

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