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[Banza case]: KredoBank “CRM for marketing & sales and corporate lending automation”

By April 20, 2022April 21st, 2022No Comments

Client

KredoBank includes in the TOP-20 of the largest Banks of Ukraine. The national network contains ≈ 100 bank branches.

Problem

Customer relationship management and corporate clients lending were not automated.

Challenge

Receive a technological tool to speed up and optimize customer service and get solution for marketing & sales department.

Decision

After analyzing all wishes, we took a ready-made solution "CRM for marketing and sales"
and provided corporate lending automation.

”«No one expected the result so quickly. We spend at least a year on such projects. Now we continue to work on the next stage.»

Roman OnyshchenkoKredobank, IT Director

What were expectations from automation solutions?

1

Functionality

product catalog and document management
2

Optimisation

call center automation processes
3

Acceleration

cards operations process optimisation
4

Automation

application, distribution and verification process automation
5

Agreement

approval of applications by departments and members of the credit committee
6

Rapidity

a quicky loan product processing

Result💪

Efficiency of sales team communication is increased

89%

450 KredoBank corporate managers’ job is optimized by our solutions on Creatio platform

59%

”We continue to work on the implementation of the next stage, which will include: creation and preservation of financial statements of the bank's client, automatic calculation of financial indicators and ratings, credit limits, and then - the formation of credit agreements, creating an agreement in ABS B2 and further improvements!

Victoria OmelchenkoBanza, CEO

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