New Era of Banking Automation

Best-in-Class Banking CRM and Workflow Automation with AI and No-Code

اطلب نسخة تجريبية

Benefits for Banks

Increased Customer Acquisition and Retention

Acquire customers at scale using AI-driven insights, personalization, and recommendations.

Personalized Customer Interactions

Deliver tailored experiences across channels using a 360° customer view and personalized engagement strategies.

Streamlined Workflows and Operational Excellence

Simplify banking operations and improve collaboration through slick process automation.

Enhanced Customer Satisfaction

Deliver enhanced banking experiences with simple-to-use self-service functionality and proactive support.

Increased Productivity of Front Office Staff

Consolidate data and provide your team with a single screen to automate all customer-centric operations.

Improved Cross and Up Sales

Maximize share of wallet by using smart next-best actions and personalized product offers.

Best-in-Class CRM designed for Banks

Customer Lifecycle

Ready-to-use workflows to speed up every step of the banking journey — from onboarding and marketing to sales, service, and contact center.

Creatio.ai
Watch how Creatio.ai helps stay up to date with important milestones for every customer
Customer Management
Marketing campaigns
Leads and Referrals
Sales & Revenue Growth
Customer Care & Service
Contact Center
Watch how Creatio.ai helps stay up to date with important milestones for every customer

Product Fulfillment

Pre-built workflows for deposit accounts, lending, credit cards, mortgages, wealth, and insurance.

Creatio.ai
Watch how Creatio.ai takes all the guesswork out of completing product fulfillment
Deposit Accounts
Retail Loans & Lines
Credit Cards
Mortgage
Wealth
Insurance
Watch how Creatio.ai takes all the guesswork out of completing product fulfillment

Operations

Workflows to streamline account maintenance, payments, commercial sales, and product servicing.

Creatio.ai
Watch how Creatio.ai is ready to assist service team in processing the cases as well
Account Maintenance
Customer Services
Payments
Commercial Sales
Product Operations
Watch how Creatio.ai is ready to assist service team in processing the cases as well

Risk & Compliance

Out-of-the-box workflows to manage compliance, mitigate risk, and generate reports.

Creatio.ai
Watch how you can design the compliance workflows you need quickly and easily
Compliance
Risk & Reports
Watch how you can design the compliance workflows you need quickly and easily

Innovate with Native AI

Enhance banking processes with AI native automation — a force multiplier for human expertise. Through intelligent workflows, predictive insights, and safe automation of routine tasks, AI helps teams work smarter and deliver exceptional customer experiences — always with a human in the loop to ensure control, compliance, and trust.

Make Changes on the Fly Without Restrictions with No-Code and Enjoy Enterprise-Grade Governance

Learn more

Seamlessly Connect Your Systems and Get True Customer 360

  • Core Banking Systems
  • Loan Origination & Processing
  • Indirect & Digital Lending
  • Collateral, Appraisal & Lien Management
  • Credit Risk & Underwriting
  • Collections & Delinquency Management
  • Identity, Fraud & Risk Verification
  • Deposit Account Onboarding
  • Payments & Money Movement
  • Document Management & Imaging
  • eSignature & Digital Consent

Customers Love Us Because We Care, Genuinely!

The CRM is great, but what really sold us on Creatio was the no-code features. The ability to make changes ourselves was incredibly empowering and the idea of self-servicing the platform was very appealing.
Read case study
Christopher Bladen
Operations Analyst, First
United Bank & Trust
We replaced our previous inefficient solution with Creatio’s modern no-code CRM platform in record time. The platform now powers critical processes for 2,500 employees, enhancing customer experience and delivering operational excellence across the bank.
Estuardo Ruano
VP of Digital
Transformation
Creatio serves as the primary front-office for all our customer-facing processes, empowering us to streamline operations, consolidate applications into a single platform, and significantly enhance the productivity of our employees.
Read case study
Constantin Mareș
Chief Digital Officer
Creatio stands out for its exceptional ease of use and rapid setup, and what I appreciate most is the platform's flexibility - it empowers us to implement new functions effortlessly and tailor the system to our needs, all without coding.
Read case study
Vazha Mantua
Director of IT at Bank
of Georgia

Trusted & Recognized in Financial Service

Creatio Positioned as the

Only Leader

in the 2024 Forrester Wave™:

Low-Code Platforms For Citizen Developers

Learn more
حصلت منصة كرياتيو على لقب المنصة الرائدة في أتمتة قوة المبيعات في عام (2021) حسب تقرير Gartner Magic Quadrant.
اعرف المزيد
حصلت منصة كرياتيو على لقب المنصة الرائدة في أتمتة التسويق بين الشركات في عام (2021) حسب تقريرGartner Magic Quadrant.
اعرف المزيد
تم اعتماد منصة كرياتيو ضمن تقرير Gartner Magic Quadrant لخدمات مركز إدارة العملاء ومشاركتهم في عام (2020)
تم اعتماد منصة كرياتيو ضمن تقرير Gartner Magic Quadrant في منصات تطبيقات الشركة ذات الأكواد البرمجية المنخفضة (2021)
جميع التقارير (5)
عرفت منصة كرياتيو بأدائها القوي في دليل Forrester Wave ™: أتمتة العمليات الرقمية لعمليات النشر الواسعة، الربع الأول من العام (2019)
اعرف المزيد
عرفت منصة كرياتيو بأدائها القوي في دليل Forrester Wave ™: حلول خدمة العملاء، الربع الثاني من العام (2019)
عرفت منصة كرياتيو بأدائها القوي في دليل Forrester Wave ™: أجنحة إدارة علاقات العملاء، الربع الرابع من العام (2018)
عرفت منصة كرياتيو بأدائها القوي في دليل Forrester Wave ™: منصات أتمتة التسويق بين الشركات، الربع الرابع من العام (2018)
اعرف المزيد
جميع التقارير (7)
عرض الكل

Deploy with Confidence

Industry-Focused Implementation Partners

Leverage a network of partners in-depth expertise in banking industry to streamline deployment, customization, and onboarding.

Security & Compliance

Ensure enterprise-grade protection with advanced security, data encryption, and compliance with global standards like SOC 2, GDPR, and ISO 27001.

Reliability

Rely on a high-availability architecture with automated failover, real-time monitoring, and cloud or on-premises deployment options for uninterrupted banking operations.

Experience AI-Native Banking CRM in Action

اطلب نسخة تجريبية