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Creatio Financial Services

By Creatio

4.8 out of 5 stars
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Creatio Financial Services Reviews & Product Details

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Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

Return on Investment

15 months

Creatio Financial Services Media

Creatio Financial Services Demo - Lending Automation
Pre-built workflows for lending operations
Creatio Financial Services Demo - Insurance
Best-in-Class CRM designed for Insurance
Creatio Financial Services Demo - Mortgages
Pre-built workflows for mortgages
Creatio Financial Services Demo - Account Maintenance
Workflows to streamline account maintenance
Creatio Financial Services Demo - Deposit Accounts
Pre-built workflows for deposit accounts
Creatio Financial Services Demo - Customer Care
Ready-to-use workflows for customer care
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Creatio Financial Services Reviews (10)

Reviews

Creatio Financial Services Reviews (10)

4.8
10 reviews

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Jhonatan L.
JL
Enterprise (> 1000 emp.)
"Creatio for Process Automation"
What do you like best about Creatio Financial Services?

It is an intuitive tool that adds a lot of value to the organization. With proper implementation, multiple processes of the organization can be adapted, as well as easy use for the end user and timely support, easily configurable with other software. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Like any tool, it always evolves to adapt to the needs of each business sector, I would like an Academy that is a bit more elaborate or structured. Review collected by and hosted on G2.com.

GJ
Classroom Aide
Mid-Market (51-1000 emp.)
"Great Way to Manage your money"
What do you like best about Creatio Financial Services?

Its a great service that allows me to be on top of my finances. It allows you to build your CRM. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Honestly, just working with money is scary. Review collected by and hosted on G2.com.

Hansel V.
HV
Enterprise (> 1000 emp.)
"BPM for large projects"
What do you like best about Creatio Financial Services?

It is a fast, well-refined system that does not cause problems if configured properly, allowing group work without causing conflict among developers. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

There is little documentation at a global level, one must limit oneself solely to the official documentation, which makes it impossible to find information on something specific, as the community is still very small. Review collected by and hosted on G2.com.

Alexander C.
AC
Ingeniero de automatización de procesos
Mid-Market (51-1000 emp.)
"CREATIO STUDIO"
What do you like best about Creatio Financial Services?

Quality, efficiency, effectiveness and efficacy Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

It is a CRM with a great capacity for integrations and functionality Review collected by and hosted on G2.com.

David P.
DP
Senior Process Engineer
Mid-Market (51-1000 emp.)
"Creatio for process automation"
What do you like best about Creatio Financial Services?

Excellent tool for process automation within a very comprehensive and easy-to-use organization. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Make the Academy documentation more complete. Review collected by and hosted on G2.com.

Hector P.
HP
Ingeniero de automatización de procesos
Mid-Market (51-1000 emp.)
"Creation low cost"
What do you like best about Creatio Financial Services?

Its ease of use, practical and has many very good functionalities that automate processes. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Sometimes the page is a bit slow but nothing out of the ordinary. Review collected by and hosted on G2.com.

Manuel M.
MM
Enterprise (> 1000 emp.)
"CREATIO: The Low-code Platform in eternal improvement"
What do you like best about Creatio Financial Services?

Creatio efficiently manages workflows, making the finance area easy to understand and quick to consult. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

When the client is very demanding with your product, it is very difficult to customize Creatio in that aspect. Review collected by and hosted on G2.com.

DR
Enterprise (> 1000 emp.)
"Easy and complete"
What do you like best about Creatio Financial Services?

The most useful thing about creatio finserv is the architecture and standardization used to develop Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Accessible documentation to be able to exploit all the options that Finserv offers us Review collected by and hosted on G2.com.

CS
Small-Business (50 or fewer emp.)
"excellent platform"
What do you like best about Creatio Financial Services?

the great possibility of being able to create new business functions Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

The whole platform is fine, only if you could use an if and else togethe Review collected by and hosted on G2.com.

Denis Z.
DZ
Sales Executive
Computer Software
Small-Business (50 or fewer emp.)
"New to the NA market but pretty powerful CRM "
What do you like best about Creatio Financial Services?

1) out-of-the-box pre-built processes

2) engaging simple interface

3) cost of the product / license fee

Also Bpm’online has been widely recognized by key industry analysts, receiving multiple awards. Review collected by and hosted on G2.com.

What do you dislike about Creatio Financial Services?

Pre-sales and post-sales support from technical SE standpoint in US but it's a question of time since company created a point of presence in Boston and rapidly growing, re-enforcing direct and channel resources. Review collected by and hosted on G2.com.

Pricing Insights

Averages based on real user reviews.

Time to Implement

4 months

Return on Investment

15 months