Search Developers Book a demo

Change existing process (use case)

April 26, 2025 — 1 min read
Change existing process (use case) Change existing process (use case)
Related topics
  • CRM for Banks
  • Use Case Demos
Written by

Björn Hólmþórsson

Connect on LinkedIn
Listen to article | 0:00

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

This demo shows how CRM for Banks empowers you to adapt workflows on the fly using a no-code editor, allowing quick customization of processes without developers.

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 apply changes across the system. CRM for Banks gives you full control and flexibility to optimize your customer journeys, without relying on developers or external tools.