Creatio > 实例探究 > OTP Bank 借助 Creatio 低代码平台的数字化转型之旅

OTP Bank 借助 Creatio 低代码平台的数字化转型之旅

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技术
  • 应用基础设施与中间件 - 事件驱动型应用
  • 平台即服务 (PaaS) - 应用开发平台
适用行业
  • 设备与机械
  • 金融与保险
适用功能
  • 销售与市场营销
用例
  • 库存管理
  • 租赁金融自动化
关于客户
OTP 银行罗马尼亚是一家综合银行,为个人、中小企业和企业提供完整的金融解决方案。他们是OTP集团的子公司,OTP集团是中东欧最大的金融集团之一。 OTP Bank 已有 70 多年的经营历史,为 11 个国家/地区的超过 1600 万客户提供服务。
挑战
由于手动流程和脱节的技术,OTP Bank 在扩大客户入职规模方面面临限制。他们需要找到创新的方法来管理运营和改善客户服务,以加速市场增长。
解决方案
OTP Bank 选择了 Creatio 的无代码/低代码平台来实现工作流程自动化,以支持其数字化转型战略。他们使用敏捷方法实施了高效的工作流程,并在内部组建了专门的团队来提供专业知识并创建量身定制的解决方案。他们推出了全面的解决方案来管理客户参与、简化交互和自动化贷款工作流程。他们将多个应用程序与 Creatio 集成,以创建银行解决方案和标准化运营的统一生态系统。
运营影响
  • The implementation of Creatio’s low-code platform has transformed OTP Bank's operations. The bank has been able to automate crucial client-facing workflows, streamline the customer journey, and improve employee collaboration. The system has become a centralized solution consolidating customer data across various teams and departments. The bank has also been able to create a unified catalogue of bank products and services and automate bank sales from lead to contracting. The 360 customer profiles that include information on the products and cards in use, as well as a complete history of interactions, help managers better understand customer needs and address them. The digitalization supported virtual banking processes and faster response times by accelerating time to market. As a result, the bank managed to rapidly switch to online servicing when the pandemic hit.

数量效益
  • Increased transparency of internal processes and productivity of over 1,800 employees

  • Faster time to yes for customer applications

  • Smooth delivery of required updates every 2 weeks

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