New Era of Banking Automation

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

Get a Demo

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

Whitepaper

How Financial Institutions Can Use
AI and No-code to Deliver Authentic
Experiences

Download Now

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
Creatio Recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for B2B Marketing Automation Platforms for Fifth Consecutive Year
Learn more
Creatio Positioned as the Visionary in the 2025 Gartner® MQ™ for Sales Force Automation Platforms
Learn more
Creatio Named a Leader in Gartner MQ for Marketing Automation Platforms 2024
Creatio Named a Visionary in Gartner MQ for Sales Force Automation Platforms 2024
Creatio Named a Visionary in the 2023 Gartner® Magic Quadrant™ for Enterprise Low-Code Application Platforms
Learn more
Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2023)
Learn more
Creatio named a Challenger in the Gartner Magic Quadrant for Sales Force Automation Platforms (2023)
Learn more
Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2022)
Learn more
Creatio has been included in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (2022)
All reports (29)
Creatio Recognized in Customer Service Solutions Report, Q1 2024 by an Independent Research
Learn more
Creatio Positioned as the Only Leader in the 2024 Forrester Wave™: Low-Code Platforms For Citizen Developers
Learn more
Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q3 (2023)
Learn more
Creatio named a Strong Performer in The Forrester Wave™: Core CRM Solutions, Q3 (2022)
Learn more
Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q3 (2022)
Learn more
Creatio Has Been Recognized in The Forrester Wave™: Low-Code Platforms for Business Developers, Q4 (2021)
Learn more
Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2021)
Learn more
All reports (17)
View all

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

Get a Demo
Creatio Demo CRM Screen
Creatio Demo CRM Screen
Creatio Demo CRM Screen