Creatio
No Code for Finserv
No-Code is the key to building apps and workflows that exceed customer demands, align sales strategies and differentiate marketing. Technology Advisors can help you capitalize on No-Code automation using today’s market leading No-Code platform, Creatio.
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Creatio
This award winning CRM system and no code application automation helps businesses manage processes across the entire customer journey on a single low code platform. We help businesses understand their CRM requirements and processes to effectively onboard Creatio, which includes a process for guaranteed user adoption.
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Creatio Migration
TAI is a strategic migrator who can prepare your records, import your custom fields, and move the appropriate data into your Creatio instance.
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Creatio Integration
Simply put, Technology Advisors, Inc. (TAI) is an expert integrator. We’ve been helping customers connect solutions like Creatio for more than a decade. Whatever your integration requirements, TAI has the tools and skillsets to deliver results.
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Creatio Enterprise Implementation
Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.
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Creatio Advanced Implementation
Technology Advisors’ Advanced implementation process enables your custom fields, kickstarts your integrations, and sets up all your core functions to ensure your success with Creatio and maximize your ROI sooner.
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Creatio Basic Implementation
Creatio onboarding doesn’t have to be a painful process. Basic onboarding is a great fit for businesses that need simple implementations with professional results.
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Creatio Implementation
No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.
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Creatio Support
Your Creatio instance must be as dynamic and reliable as your skilled team. Creatio support with Technology Advisors is flexible to fit every size team, every budget, and every business.
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Creatio Training
Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.
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Banks Are Launching Digital Products on Their Own: Here’s How
While being purposeful about product development is commendable, it’s not sustainable at a time when fintech and other non-traditional Finservs are already so far ahead. The good news is, banks are aware of this problem. The bad news? Many aren’t sure what they should do about it. One model that’s…
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Dealing with Deleted Data in a Creatio Integration
When syncing data between two applications, most integrations only sync new and updated data. But some applications allow the deleting of data, and you may wish to include data deletions in your integration by deleting the corresponding data from the other application as well. When data is deleted…
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Can Citizen Developers Help IT?
There’s been a lot of buzz recently about low code, no code, and citizen developers. With all the pressures for faster development cycles, stronger tech support, and better business applications, it’s no wonder people are getting excited at the prospect of citizen developers.
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Improving Usability: Adding Field Hints in Creatio
Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.
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The Rise of Low Code: 2020 and Beyond
Low code offers a universe where applications can be deployed faster, user experience can be continuously revised, and IT backlogs can finally be reduced. It’s a universe full of potential, and, for forward-thinking businesses, one that they’ll want to engage with sooner rather than later.
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How to Standardize Phone Number Formats in Creatio Freedom UI with a Low Code Process
To simplify working with phone numbers, we want to keep a very simple number-only format. We can do this with a low code processes in Creatio FreedomUI.
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Setting Up Custom Date Formats on a Printable Report in Creatio
In addition to dashboards and charts, Creatio also has options for creating and printing out documents or reports. This blog explains how to customize the date formats for these reports.
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Reformatting Integrated Values in Creatio for Better Reporting
When designing data structures for CRM, we work hard to create data formats that are usable and flexible enough for the needs of all users. However, when a CRM is integrated, there can be data formatting conflicts.
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Using Creatio Freedom UI to Create a Global Filter for Lists
The Creatio Freedom UI makes it easy to display lists of associated data using a List element that can be configured to show any data that is linkable to the record being viewed. It may make sense to have a built-in filter that always pulls data past a certain cutoff date. We don’t want to show all…
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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…
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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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Use Cases for Integrating CRM with Core Banking
In this clip from our webinar on Harnessing CRM-Core integration, we explain the main use cases for integrating these systems and highlight a real-world case study from one of our customers. Watch this short clip to learn more!
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Harnessing CRM-Core Integration to Optimize Efficiency [FULL RECORDING]
Banks and credit unions rely on their core for essential banking functions, but to enable personalized banking experiences and gain a unified view of customer interactions, institutions must integrate their core with their CRM. This webinar explains the key preparations necessary for banks and…
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Consumers Credit Union Boosts Member Satisfaction with Creatio CRM
Before Creatio, Consumers Credit Union didn’t have a CRM. Their members were frustrated by long wait times, and their staff was frustrated by having to jump between systems to learn basic member information. All of this was hurting their KPIs.
TAI integrated CCU’s core system, their…
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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