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Change existing process use case

April 26, 2025 — 3 min read
Change existing process use case Change existing process use case
Related topics
  • CRM for Banks
  • Use Case Demos
Written by

Björn Hólmþórsson

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In this short demo, we walk you through how to make changes to an automated process within the CRM for Banks orchestrator. Whether it's adapting to a new business need - like tracking marketing campaign performance during client onboarding - or customizing process steps, the no-code Process Editor makes it simple and intuitive. 

Summary
  • No-code editing empowers business teams to move fast: easily update workflows with drag-and-drop tools—whether it’s adjusting steps or adding new data points like campaign tracking.
  • Changes apply instantly across the platform: configure and deploy updates in real time, keeping customer journeys optimized without delays or disruptions.
  • Full flexibility without external dependencies: gain control over your onboarding, KYC, and service processes—no dev teams, no third-party tools, just faster iteration.

See how CRM for Banks lets you adapt workflows on the fly with a no-code Process Editor - optimizing journeys without developer support.

You'll see how to edit existing workflows using drag-and-drop tools, configure parameters, and immediately applychanges across the system. CRM for Banks gives you full control and flexibility to optimize your customer journeys, without relying on developers or external tools. 

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