Case Study: Migdal Capital Markets achieves 20% faster case processing and near-zero errors with Creatio

Creatio boosts business gains for its customers

Migdal Capital Markets, part of Migdal Holdings and one of Israel’s largest financial groups, faced outdated tools that couldn’t adapt to fast-changing market requirements, strict on‑site data and transparency regulations, and the need for a 360° customer view, Hebrew support, and easy process modification with minimal IT effort. To address these challenges they evaluated and implemented Creatio’s Sales Creatio and Service Creatio solutions.

Creatio (implemented with partner Proceed) delivered aligned sales and service data, a holistic customer profile, dynamic case management, low‑code process design, telemarketing tools, optimized field force management, and document flow automation. The implementation cut case processing time by 20%, reduced errors to near‑zero, and improved customer loyalty while providing the operational transparency and agility Migdal Capital Markets needed.

Migdal Capital Markets