New Era of Banking Automation

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

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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 slik 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

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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.

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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.

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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.

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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

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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

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Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2023)

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Creatio named a Challenger in the Gartner Magic Quadrant for Sales Force Automation Platforms (2023)

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Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2022)

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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

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Creatio Positioned as the Only Leader in the 2024 Forrester Wave™: Low-Code Platforms For Citizen Developers

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Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q3 (2023)

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Creatio named a Strong Performer in The Forrester Wave™: Core CRM Solutions, Q3 (2022)

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Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q3 (2022)

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Creatio Has Been Recognized in The Forrester Wave™: Low-Code Platforms for Business Developers, Q4 (2021)

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Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2021)

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All reports (17)

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

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