How to Automate Banking Workflow with CRM?

In the banking sector, the speed of work and the quality of customer service really do matter. But in practice, employees often face routine: the same requests are processed manually, customer data is stored in different systems, and approvals are delayed. All this reduces efficiency and takes away customers’ time. Using a no-code CRM, such as the one described on the site https://banzait.com/industry/banking/, powered by Creatio, this platform allows you to gradually streamline processes: from automating typical operations to building a more transparent picture for each client. With the help of such tools, banks respond to requests faster, reduce the workload on teams, and make service more predictable and convenient.

Why Automate Banking Workflows?

Banks and microfinance organizations often face chaos of different systems, protracted automation, and difficulties with scaling. As a result, the history of communication with clients is lost, delays and missed deals occur. Banza’s experience shows that automation can reduce document processing by more than half and speed up loan approval from half an hour to several minutes. Modern CRM helps to combine data, build processes, and really improve work efficiency.

Step 1 – Centralize Customer Data with Customer 360

Step 2 – Streamline Onboarding and Account Operations

In banks, the process of opening an account often causes customer dissatisfaction: paperwork, errors, and long waits. Banza offers a practical solution – ePortal Customer Service Edition. This tool reduces the time for completing an application from half an hour to nine minutes, which significantly speeds up service and strengthens customer trust.

Step 3 – Enhance Lending and Collection Processes

Bank credit processes are often delayed due to complex approvals. In projects with Banza, we have seen how automation speeds up application approvals and increases manager efficiency. Such solutions allow for faster work with corporate clients and improved debt control.

Step 4 – Leverage AI-Powered Chatbots and Loyalty Programs

Banks are increasingly looking for ways to quickly respond to customers. Banza has developed a chatbot constructor for Creatio, which even works in messengers like Telegram and WhatsApp. For example, Astana Motors uses it to support customers. Additionally, automation of loyalty programs helps retailers retain customers and increase the average bill.

Step 5 – Scale with No-Code Flexibility

Banza uses the Creatio platform so that banks can quickly launch new solutions without lengthy development. Typically, implementation takes about six months, while traditional systems take years. The company has over 350 projects in Ukraine and Central Asia. This experience helps clients flexibly respond to market changes and confidently scale their businesses.

Why Choose Banza for CRM Automation?

Banza has long been cooperating with banks in Ukraine and abroad, offering solutions based on Creatio and its own developments. The company employs more than 150 specialists, and more than 200 organizations have already become clients. One of the illustrative examples is Kredobank, where CRM was implemented in record time. Banks choose Banza not only for its more affordable cost compared to global vendors like Salesforce, but also for the attentive support that remains even after the project is completed.

What clients especially appreciate: