Creatio Releases Agentic Banking Blueprint to Help Financial Institutions Scale AI Adoption with Measurable Impact
Creatio, a global vendor of an agentic CRM and workflow automation platform with no-code and AI at its core, today announced the release of the Agentic Banking Blueprint, a strategic framework designed to help banks adopt autonomous agents responsibly, measurably, and at scale.
Banks are under increasing pressure to modernize operations, improve efficiency, and strengthen customer relationships. While many institutions have experimented with AI to increase employee productivity, translating these efforts into scalable, enterprise-wide impact remains a challenge. The Agentic Banking Blueprint addresses this gap by outlining where and how autonomous agents can deliver real value, with exclusive insights from industry leaders on how AI agents impact banking work.
The strategic framework provides practical guidance on:
- Identifying high-impact use cases across banking operations
- Moving from isolated AI use cases to coordinated agent systems
- Key factors influencing buy vs. build decisions for AI adoption
- Designing an agentic operating model aligned with banking processes
- Establishing governance, control, and human-in-the-loop oversight
- Evaluating ROI, including examples demonstrating multi-million-dollar revenue potential
“Banking is moving beyond AI as a productivity tool toward AI as an execution layer. Autonomous agents enable institutions to translate strategy into consistent, scalable action across workflows. Building a governed, agentic operating model that delivers measurable business outcomes at scale creates the real opportunity for banks and credit unions today,” said Burley Kawasaki, SVP of Creatio Industries.
By focusing on real-world applications rather than technical concepts, the guide supports banking leaders as they move from AI experimentation to agentic execution. It provides a clear path for turning isolated initiatives into scalable deployments, helping banks translate AI investments into measurable business outcomes.
The Agentic Banking Blueprint is now available for download - https://www.creatio.com/page/the-agentic-banking-blueprint
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.
