Creatio Announces Launch Event for Financial Services “Twin” Release to Accelerate AI Adoption in Banking and Credit Unions

Creatio,  a global vendor of an AI-native platform to automate CRM and workflows with no-code, will host a global virtual event on July 22 at 10:00 AM EDT / 4:00 PM CET to unveil its Financial Services “Twin” Release. This industry-specific product is designed exclusively for Banks and Credit Unions, providing powerful agentic, AI-native automation, ready-to-use financial workflows, and no-code tools to help institutions accelerate innovation, simplify operations, and deliver more personalized service.

The Financial Services “Twin” Release builds on the capabilities of the Creatio 8.3 platform and sets a new standard for intelligent automation for Banks and Credit Unions. Designed from the ground up for financial services, the release integrates AI-driven decisioning, preconfigured workflows, and role-based digital agents within a modular and composable environment. This unified approach helps institutions launch and scale faster while reducing complexity and eliminating the need for additional licensing or integrations.

“Banks and credit unions are facing rising expectations from customers, regulators, and leadership to modernize rapidly and improve customer and member experiences,” said Burley Kawasaki, Global VP of Product Marketing and Strategy at Creatio. “This release is about more than just AI, it’s about reimagining how your human and digital talent collaborate to efficiently enable AI-native processes and more personalized service. This release is about empowering people—not replacing them—with tools that accelerate your daily process execution without increasing complexity.”

The launch event will offer financial services professionals an in-depth look at how Creatio is helping institutions lead in the AI era by bringing together human intelligence and digital execution. Attendees will see live demonstrations of AI agents automating key workflows, including customer onboarding, loan origination, and next-best-action recommendations. The session will also explore how Creatio’s no-code environment empowers both business and IT teams to scale automated workflows without heavy technical lift.

A key differentiator of Creatio’s offering is its AI-native foundation. Unlike traditional enterprise platforms that treat AI as an add-on, Creatio embeds AI across every layer of the experience with no extra licenses or hidden fees. Its intelligent agents are accessible out of the box and work consistently across channels including web, mobile, Microsoft Outlook, and Teams. These agents are designed to assist rather than replace people, helping teams automate repetitive tasks, surface relevant insights, and focus on delivering high-impact service.

This release is designed to address many of the common challenges financial institutions face in adopting AI, including fragmented systems, slow implementation cycles, and limited access to AI expertise. By delivering a unified, easy-to-configure platform that is both flexible and secure, Creatio enables banks and credit unions to move from siloed experimentation to enterprise-wide AI adoption.

Register now and be among the first to explore the Financial Services “Twin” Release.

About Creatio

Creatio is a global vendor of an AI-native platform to automate CRM and workflows with no-code and a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio’s DNA.