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One platform to automate banking workflow with CRM

with no-code

Orchestrate end-to-end customer journey and streamline front and middle office workflows for corporate and retail banking

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Creatio
Access Bank
Creatio has become our unified platform, automating business processes across all Bank departments.

Volodymyr Mudryi
Chairman of the Board, OTP Bank

mudryi_v

Four data challenges in financial services

Zoo of systems

platforms and contact bases, lost of communication history, lost of clients, human factor

Long terms of automation

implementation or development can be measured by years

No segmentation and analytics 

of products, customers to make personalized offers and data based decisions

No ability to scale

or customize current solutions for fast adaptation and changes

Business goals we help to achieve

Scale operations and workflows

Contact Center
Lending and Collection

Expand your portfolio 

Improve key performance indicators

Elevate your business in industry rankings 

 

to TOP positions
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Grow your banking with Banza team

  • Front Office

    • Customer 360
    • Client onboarding
    • Account opening
    • Card operations
    AI-powered customer dashboard showing client profile, analytics metrics, and performance indicators

  • Lending

    • Loan application management
    • Loan origination
    • Borrower monitoring
    • Documentation & Compliance
    Digital lending system dashboard with loan application tracking and financial indicators

  • Collection

    • Collection managment
    • Collection Strategy Builder
    • Debtor 360° Profile & Registry
    • Automated Monitoring & Execution
    • Document & Legal Management
    • Intelligent Segmentation & Analytics
    Debt collection management interface showing collection strategies, debtor records, and workflow management

  • Contact Center

    • Contact center managment
    • CTI & Call handling
    • Call History & Recording
    • Intelligent Call Routing & IVR
    • Knowledge-Driven Consultations
    • Flexible Architecture & Integrations
    Сontact center dashboard showing customer profile, call handling interface, and interaction history

  • Customer Journey

    • Customer Journey & Loyalty Automation
    • Loyalty Program Automation
    • Event-Driven Marketing Campaigns
    • Automated Communication Flows
    • Lead Generation from Campaigns
    • Visual Campaign Designer
    Marketing CRM Dashboard with Campaign Analytics and Lead Performance

  • Corporate services

    • HR management
    • Employee Lifecycle Management
    • Internal Service Management
    • Collaboration & Knowledge Sharing
    • Recruitment & Talent Acquisition
    Employee experience dashboard showing HR workflows, employee lifecycle management, vacation request approvals, and workforce analytics in an enterprise CRM

  • Chatbot

    • Omnichannel chatbot platform
    • 24/7 customer engagement
    • Targeted messaging & campaigns
    • Flexible chat flow builder
    • Business process integration
    • Conversation History & Analytics
    Chatbot configuration dashboard displaying bot workflow builder, message settings, integration options, and automation tools for personalized B2C and B2B communication

  • AI assistant

    • AI Platform Concept
    • Omnichannel & 24/7 support
    • Intelligent data analysis
    • Task & case automation
    • Document AI & OCR validation
    Diagram showing AI agents integrated into a business workflow including lead generation, scoring, meeting preparation and follow-up
MAKE IT EASY
MAKE IT EASY
MAKE IT EASY
automate sales & servise
CRM & BPM
portal
AI chatbot
lending

Ready-to-use products for your business acceleration

Banza AI Assistant

Enterprise AI Agents embedded into your core business processes

Creatio out of the box solutions
Integration with other platforms

Loyalty

Аutomation of loyalty
programs of any complexity

happy hours
cascading promotions
yellow price tags
happy hours
conversion
yellow price tags

Chatbot constructor

Smart chatbot designer for 24/7 service for your customers

AI powered
high-loaded
fully customised Creatio

All products

Discover more

All resources

Customer success and genuine care

“Impressed with the ease and flexibility of customization along with integration with our main system and customer base. The chatbot allows us to provide a personalized service to different audiences, providing a wide range of services and answering questions quickly and efficiently. On Telegram, for example, you can chat with support, and on WhatsApp you can receive news and event invitations.

Astana Motors – has chatbot needs, both for external customers and internally. And these tasks are dynamically changing, that’s why no-code chatbot is an ideal solution for us, which gives us the opportunity to make changes without involving extra staff in the process. At the same time we are training the AI and it will take care of some of the common questions, isn’t it cool? Astana Motors has jumped on the train of digital transformation and is no longer able to get off. But such a train is comfortable to ride only when a reliable company is driving it, and for us it is Banza.”

Timur Takabaev, Director of Digital Development, Astana Motors

“No one expected results this quickly. Similar projects previously took us at least a year to implement. We are also continuing work on the next phase of implementation.”

Roman Onyshchenko, IT Director, Kredobank

“We were looking for a provider specializing in no-code platforms. As our company is actively growing and constantly evolving, a universal solution was not an option for us. Banza’s chatbot designer and its no-code capabilities enabled our small team to handle nearly all the tasks independently”

Natalia Nozhenko, Analyst, Mamin Dim

“We were looking for a system that not only enables the launch of a wide range of diverse campaigns but also evolves in line with user expectations. With Banza Loyalty for Creatio, we are unlocking new opportunities for our business.”

Tetiana Malii, CRM Department Head, Tavria V
Read about project

“I can say that I am very happy with our partnership. I find you and your team to be extremely knowledgeable in terms of how we can best solve issues and challenges and make improvements. You are also very responsive to any requests and very quick to deliver and changes. We have seen a significant improvement in user satisfaction with Creatio since you have been our partner, and I look forward to continuing the partnership.”

Katherine Mearman, VP, Customer Experience, Alpari

“We use the CRM solution on the Creatio platform together with Webitel telephony in our customer service operations, and we are very satisfied with the system’s functionality and stability. This solution helps us manage inquiries efficiently and enhance the quality of our customer support.”

Ramin Ismayilov, Head of Customer and Partner Support Department, Umico

“On behalf of the IT Analytics Department, I would like to thank Banza Academy for the “Business and Systems Analysis” training. Our employees participated in the course and were highly satisfied with both the curriculum and the quality of instruction. They noted the strong practical value, clear explanations, and a robust methodological foundation. The training helped us systematize our knowledge, expand our competencies, and provided new tools for day-to-day work—an important step in our team’s development. Thank you for your professionalism and attention to detail. We look forward to continued collaboration.”

Parviz Karimov, Head of IT Analytics Department

Schedule your guided Banza demo now

Request a free demo to see how BANZA can help your business transform and scale.

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Chatbot constructor

Smart chatbot designer for 24/7 service for your customers

AI powered
high-loaded
fully customised Creatio

Call Insight Agent «Echo»

Сaptures and analyzes every conversation

AI Call Intelligence

Doc Validator Agent «Atlas»

Validates and secures your data with OCR

Document OCR AI Assistant

Support Agent «Navi»

Engages and assists across different channels

Loyalty

Аutomation of loyalty
programs of any complexity

happy hours
cascading promotions
yellow price tags
happy hours
conversion
yellow price tags

Corporate Lending

Intelligent product for corporate and SMB lending process acceleration

Improve time-to-yes
Upgrade time-to-cash

Gamification

Digital-complex for growth
due to the emotional involvement of the audience

CRM and Automation Solutions for Banking Industry

Without fine-tuning processes, a bank loses speed and flexibility. Implementing automation frees staff from routine tasks and minimizes errors. Automation in banking and financial services covers lending, customer service, application processing, as well as internal accounting and analytical processes.

Benefits of automation for financial institutions:

  1. Fast transaction processing and reduced waiting time.
  2. Fewer errors in calculations and documentation.
  3. Automated reporting without burdening the accounting department.
  4. Centralized data for accurate analysis.
  5. Optimization of employee work by eliminating routine.

System automation allows financial organizations to customize automation for financial services to the specifics of their activities. This is not just acceleration of processes – this is a new era of accuracy, transparency and reliability.

Banking CRM Features and Workflow Management

A banking CRM system is a powerful tool that manages the entire funnel of interaction with a client, from the first contact to service support. CRM-level solutions in the banking sector help to identify the client’s needs and quickly offer a relevant product.

The functionality of banking CRM features is fully adapted to the structure of a specific bank. It provides control, analytics and scalability of all processes.

What can CRM implementation in a bank provide:

  1. A full 360° portrait of the client – the history of transactions, interactions, interests and behavioral patterns.
  2. Smart reminders and notifications – nothing is lost, all contacts occur on time.
  3. Automatic assignment of a manager by client segment – premium, mass, corporate.
  4. Scenarios for processing applications with conditional logic – different routes for different categories of clients.
  5. Lead and request statistics – sales funnel, conversion rates, processing speed.
  6. Employee workload control – reporting on task completion and productivity.
  7. Integration with contact centers and chatbots – a single service window.

CRM application in banking industry helps to speed up processes and make service more flexible. Banking workflow connection is configured without programmers, using visual designers.

Banking Process Automation and Financial Accounting Solutions

Automation in finance and accounting tools ensure stable operation of the bank’s internal departments. Precise process customization is especially important when complying with regulatory requirements and reporting to shareholders.

Banza automation systems help eliminate the human factor in processes related to the movement of funds and documentation.

Possibilities of financial process automation:

  1. Checking and scoring credit applications automatically with connection to external databases.
  2. Digital registration and maintenance of accounts with an electronic signature.
  3. Formation of financial statements with the ability to export to accounting systems.
  4. Budget execution control and automatic creation of payment orders.
  5. Ensuring compliance with standards through automatic transaction audit.
  6. Debt collection processes with the integration of collection services.
  7. Optimization of accruals and write-offs on loans and deposits.

Automation in accounting and finance not only simplifies the execution of tasks, but also eliminates risks when the scale of the business grows. Even with dozens of branches and thousands of clients, control is maintained at all levels.

Why Choose BanzaIT for Banking Automation and CRM

Banza has proven its competence in the banking segment. Hundreds of projects, 1,700 automated companies, recognition as the best supplier of the Creatio Marketplace – all this speaks of real results.

Banza implements CRM in banking sector, building a system that will work for a specific business model. Solutions are based on the NO-CODE approach, which makes the system flexible and quick to deploy.

Why financial institutions choose Banza:

  1. Integration of CRM with credit, legal, analytical and marketing modules.
  2. Possibility of refinement and scaling.
  3. Stable support and project maintenance.
  4. In-house expertise in investment banking CRM.
  5. Automation of all stages of corporate lending.
  6. Ready-made connectors to popular banking systems and API integration without code.

Banza solutions speed up data processing, simplify the launch of new products and improve customer experience. It is a reliable partner that does not limit itself to implementation, but helps the banking business grow and adapt.