Corporate Lending for Creatio
Intelligent product for corporate and SMB lending process acceleration
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IndustriesTasksProduct types
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Installation
Product compatibility
Product:Financial Services (customer journey)Version:8.0.1 and upDBMS:PostgreSQL, MS SQL, OraclePlatform:.NET FrameworkDeployment options:Cloud, On-site -
Pricing
Business$55000/yearGet started- The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
- Pricing does not include taxes and fees (such as VAT) regulated by law.
- The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company’s then current commercial rate if it would be agreed with Creatio.
Pricing FAQs
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What deployment options do you have?Cloud and On-site
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Does pricing include Creatio licenses?No. The price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following https://www.creatio.com/products/pricing.
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Support
[email protected] Contact salesBanzaSlovak Republic, Ventúrska 277/16, 811 01 Bratislava-Staré Mesto
Problems our solution solves
Key pain points and challenges business faces and our solution solves:
- Low speed of loan provisions
- Long terms from lead consulting to credit committee decision and agreement signing
- Absence of end-to-end lending management processes
- Still a lot of non automated operations: application supervision, paperwork, lack of data, which should be inserted handly by managers
- High cost for non efficient administrative and paperwork
- Absence of online communication for all process managers
- A lot of different and non unified instruments for managers
- Zoo of systems, platforms and contact bases
- Loss of communication history, lost of clients, human factor
- No ability to see analytics to make data based decisions
- No ability of smart segmentation for for products, customers to make personalized offers
- High costs for IT specialists
- Long terms of automation solutions implementation or development, which can be measured by years
- No ability to scale or customize current solutions
Use cases
Manage corporate lending processes of different segments at all stages
Improve your "time to cash"
Improve your "time to yes"
Customize an unlimited number of workflow scenarios easily and control each stage of the loan application process
Key features
Extended 360° customer view with manager, beneficiary and shareholder information
Flexible segmentation tools. Possibility to configure customer search conditions and parameters in search results
Questionnaire pages for individuals, entrepreneurs and legal entities. Possibility to configure property characteristics, assessment, and loan criteria
Package set up of documents for borrowers, guarantors, pledgers, and other application participants. Document management and the possibility of document approval by services
Customizing different consideration routes for different segments of clients. Personalized pages for specialized services in the consideration stage
Possibility of consecutive and parallel consideration by services
Automatically create loan contracts using data from the already agreed terms
Assigning tasks to responsible employees and the ability to send specific documents for revision
Setting up analytics based on pre-configured metrics
Functionality
The solution includes
- Customer needs management (leads to legal entities)
- Client info searching and editing
- Selection of product conditions
- Development of questionnaires for different application participants
- Collateral property management
The solution includes:
- Loan document flow management
- Covenants and additional conditions management
- Automatic loan agreement
- Process of documentation preparation and approval for contract signing
