Anderson Brothers Bank Turns to Creatio's Agentic CRM to Sustain Rapid Organic Growth
Creatio, the AI-native CRM and workflow platform where people and AI agents work together—with no limits on users, agents, workflows, or scale—today announced that Anderson Brothers Bank is deploying Creatio across the organization to support its rapid growth, equipping every department with agentic tools to deliver better customer service.
Founded in Mullins, South Carolina, in 1933, Anderson Brothers Bank has grown its assets from $450 million to $2.3 billion over the past 14 years—all through organic growth, without a single acquisition. As the bank expanded its footprint from Myrtle Beach toward the state capital of Columbia, its growth and proactive leadership mindset led the team to seek out a CRM that shared its core values and commitment to maintaining the speed and agility with which it serves its customers.
The initiative to implement a modern banking CRM began as a search for a replacement for an external digital marketing service. Following an initial evaluation, bank leadership recognized the platform's potential to support operations across the organization. After an eight-month assessment involving stakeholders from multiple departments, Anderson Brothers Bank selected Creatio as its unified enterprise platform.
"I sat in on the demo and thought, this is a good-looking program, and I think the whole bank could use this. That kicked off an eight-month process of vetting it across departments, and by the end, every single one was ready to roll. Nobody wanted to wait any longer than they had to." said Bryan Lenertz, Executive Vice President and Chief Banking Officer, Anderson Brothers Bank
What ultimately convinced Anderson Brothers was how naturally the platform fit the bank's decentralized operating model. Business teams can build and adapt workflows themselves using Creatio's no-code tools. To test that premise, Lenertz created his own workflow in less than 15 minutes—without technical support—demonstrating how quickly employees could begin solving problems on their own.
A phased implementation approach will see marketing, retail, business services, and indirect auto lending adopt Creatio first, with additional business areas joining in a second phase. As the rollout progresses, the bank expects employees to respond faster, collaborate more effectively across departments, and deliver a more consistent customer experience while expanding into new markets. The initiative positions 2026 as a transition year, replacing manual processes and laying the operational foundation for the bank's next stage of growth.
"Growing from $450 million to $2.3 billion without acquisitions is remarkable. Sustaining that kind of momentum requires technology that can evolve as quickly as the business itself. With Creatio, Anderson Brothers is giving every team the ability to improve workflows, automate routine work, and adapt processes without adding complexity", said Andy Zambito, Chief Sales Officer, Creatio
With its core platform in place, Anderson Brothers plans to gradually expand into AI and agentic workflows, ensuring the underlying processes are mature enough to maximize their impact.
About Anderson Brothers Bank
Anderson Brothers Bank is a full-service, family-owned community bank founded in 1933 and headquartered in Mullins, South Carolina. With 26 branches across the Pee Dee, Coastal, and Low Country regions of South Carolina, the bank has grown to $2.3 billion in assets entirely through organic growth, without a single acquisition in its history.
About Creatio
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.
