How to Use IP Address Filtering to Secure a Custom Creatio API
The standard built-in Creatio API is easy enough to use to perform CRUD (Create, Read, Update, Delete) operations. However, in more complex scenarios, there may be a need to build complex logic inside a Creatio API so the external integration software can make its request without having to do all the Creatio-specific heavy lifting.
How Much Does a CRM Cost?
The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…
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Using No-Code to Boost Analytics and Build Profits in P&C Insurance
The questions we need to ask are: What channels are insurers using to get their products to market? What role is analytics playing within these channels? How can insurers improve their analytics using a no-code tech stack?
Adding Validation Rules on the Creatio Mobile Platform
In some situations, you may want specific business logic implemented on the Creatio mobile app. Validation rules enforce that logic.
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How Consumers Credit Union Boosted Member Satisfaction with Creatio CRM
TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration.…
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Opportunities for AI & Machine Learning in Property & Casualty Insurance
These technologies are not just enhancing operational efficiency but are fundamentally altering the way insurers assess risk, process claims, and engage with customers. Here are just a few of the use cases where AI and ML are creating opportunities in the P&C insurance sector.
Are There Alternatives to Using Consumer Credit Scores for Insurance Underwriting and Rating?
So, what steps can insurance companies take to find a replacement for customer credit score before more insurance regulators decide this information is no longer permitted for use in underwriting or rating?
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Wildfire Risk Assessment: A Data-Driven Approach for Insurance Actuaries
In the realm of the insurance industry, actuaries play a pivotal role in maintaining financial stability. The architects behind setting premiums, managing reserves, assessing risks, and crafting underwriting rules rely on accurate data analysis to inform their decisions. Let’s explore the use of…
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Harnessing Insurance Analytics to Navigate Market Turbulence
How can insurance companies successfully retain existing business and acquire new customers in this climate? This blog explores how insurance analytics in CRM are helping carriers adapt and thrive under these conditions.
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Top Email Marketing Trends to Watch in 2024
In 2024, new capabilities are changing how marketers use email, and shifts to privacy and security features are forcing them to reevaluate how they measure success. These are the email marketing trends to watch in 2024.
Creating Fraud Alerts in the Creatio Banking Application
When working with the Creatio Banking application, it is important to track fraud related conditions connected to customer financial accounts. When a customer calls or walks in, we’ll need to pull up the customer record and have any important alerts show up indicating a problem.
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How to Fix “CurrentTimeAndDate” Inaccuracies in Your Creatio Business Process
While building a Creatio business process, it’s quite common to use the system’s current date to denote the moment a record update is being made. We just need to use the current date system variable and Creatio will automatically assign the current date/time when the process runs.
However,…
Streamlining Complex Date-Based Calculations in Creatio Processes
Hopefully these examples provide a good basis to perform any date-based calculations that you need in Creatio. Feel free to reuse these to reduce your codebase as much as possible.
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Configuring Different Page Layouts in Creatio
Creatio’s Freedom UI editor allows system administrators to configure different pages based on a specific field value. This post will teach you how to configure different page layouts in Creatio.
How to Automatically Assign Record Types in Creatio
Although Creatio’s processes can be used for some complex use cases, we can also create many simple processes to help eliminate manual work for users. One common process we’ve seen requested is to automatically assign record [type] by default when creating a new record in Creatio.
Two Use Cases for Lists in Creatio’s Freedom UI
Here are two use cases of when a list can be used in Creatio’s Freedom UI, and how to add it to your page.
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The Psychological Factors Behind Security Fatigue: A Deep Dive
Security fatigue is increasingly recognized as having significant consequences for businesses where it has a foothold. As a business leader, it's an ethical duty to your workforce and a commercial imperative to take action to address this issue.
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How AI and Industry 4.0 are Transforming Labor-Based Industries Through Automation
Automation in labor-based industries is nothing new. However, technology is pushing automation’s capabilities further. The combination of the fast decision-making power of artificial intelligence (AI) driven systems with the tools of Industry 4.0 has greatly transformed and positively impacted…
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Why Cybersecurity Matters: Protecting Your Business in an Online World
A robust cybersecurity plan can protect you against malicious actors and prevent hackers from gaining access to sensitive data. This is key to the long-term growth of your firm, as breaches are becoming increasingly expensive. Start by identifying data priorities that could undermine the integrity…
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How to Store API Integration Keys in Creatio’s Application Cache
Hopefully this provides a good understanding of how the application cache can be leveraged to store API keys and other information that need to be cached and reused at the Creatio application level.
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How to Modify Creatio Global Search to Add Colors That Highlight Important Data Points
Wouldn’t it be helpful if there was a way to highlight certain data to quickly draw our attention to it? You can modify Creatio’s global search by coloring the data in a way that grabs your attention. In this post, I’ll explain how. creatio
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[Infographic] The Role of CRM in Wholesale Banking
Wholesale banking provides a suite of services to large entities across various segments. This requires highly effective and targeted relationship management. So, how does a CRM facilitate that? What actions is CRM enabling to help wholesale banking thrive? Let’s take a look.
Improve Your Online Discoverability: 8 SEO Tips for Realtors
Search Engine Optimization (SEO) takes all the best parts of organic digital marketing and rolls them into one. With the support of multiple backlinks, adequate keywords, and a consistent upload rate of fresh, engaging content, you can ensure a steady stream of customers with high conversion…
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Troubleshooting a Printable Error Message in Creatio
Creatio’s printable functionality helps you build some fairly complex reports with report headers and tables. With small reports, it’s usually easy to track report changes and make sure they’re in sync with the database when you change or removing fields that are no longer needed. Sometimes,…
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Fostering Emotional Intelligence in Customer Relationship Management
Consumer ambitions, beliefs, and emotions signal their choices and reflect their brand loyalty; and if your business is not speaking to those experiences, you are not resonating. In this article, we delve into the vital role of emotional intelligence in fostering customer relationships and setting…
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