Financial services

Regular users can add and set up their own AI-powered analytics widgets in a new Freedom UI component without the need for data model or no-code tool knowledge.

Summarize list data in Freedom UI and take full advantage of no-code capabilities.

Set up quick filters by any lookup in Freedom UI.

Manage financial services in a set of new Freedom UI composable apps.

Select bank products using new Freedom UI components and take full advantage of no-code capabilities.

View and manage suggested offers using new Freedom UI components and take full advantage of no-code capabilities.

Manage partnerships and enable partners to use their own Creatio workplaces in the new Freedom UI composable app.

Manage med reps in a new Freedom UI solution.
 

Manage field sales in a new Freedom UI composable app.

Manage contact and account relationships in the Freedom UI composable app.