Our client, a leading player in the banking sector, faced critical CRM system challenges in banking that limited operational agility and customer satisfaction. Key issues included data integration issues between core banking systems, telephony, and accounting software, leading to delays in loan processing, fragmented customer information, and inefficient compliance reporting. These challenges reduced decision-making speed and hindered the bank’s ability to deliver timely, personalized services—making business process automation and advanced system integration essential for their digital transformation.

Denvento implemented a customized CRM Creatio solution tailored to the bank’s unique operational and regulatory requirements. The project involved CRM Creatio customization and robust API integration with the bank’s core systems, enabling real-time data synchronization across departments. We developed workflow automation for loan approvals, KYC checks, and compliance tracking, drastically reducing manual processes. The new solution provided a unified customer view, improved reporting accuracy, and created a scalable platform for future innovations in customer experience improvement.

The transformation delivered a 35% reduction in loan processing time, directly contributing to improved operational efficiency. Automation enhanced compliance accuracy and freed staff to focus on strategic, high-value client interactions, leading to a 20% customer satisfaction increase. Centralized data improved business process optimization and supported faster, data-driven decision making. This case demonstrates Denvento’s expertise in delivering impactful CRM Creatio solutions for the banking sector, helping clients achieve sustainable growth and superior service delivery.