Cornerstone Bank Redefines Community Engagement and Customer Service by Harnessing the Power of No-Code with Creatio

Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, has announced that Cornerstone Bank, a local financial institution from Massachusetts, is leveraging Creatio to deliver exceptional customer service while upholding their core value — the human touch. 

Established in 2017, Cornerstone Bank is more than a financial institution—it's a pillar of the community, dedicated to delivering top-notch, personalized customer service and unmatched convenience for individuals, businesses, and organizations across central Massachusetts. Cornerstone Bank stands firmly behind its community, striving to cultivate enduring relationships. 

Recognized for its exceptional service, the bank identified the need for technological support to maintain its reputation and ensure consistent delivery of personalized experiences to customers. By utilizing Creatio’s no-code platform and with the help of the partner Technology Advisors, Cornerstone Bank developed customer-first processes. The CRM empowered the bank to establish a unified customer data hub, enabling efficient data management and effective relationship-nurturing workflows. This strategic move not only substantially enhanced overall customer service but also improved collaboration among bank employees. 

"Over the past year, following the implementation of Creatio, our associates have entered an impressive 93,000 customer notes into the system. This substantial volume of valuable data empowers us to significantly enhance our customer service." - Sam Mariani, CRM Administrator at Cornerstone Bank 

Discover how Cornerstone Bank is using Creatio to provide exceptional customer service. 

About Cornerstone Bank  

Cornerstone Bank, founded in 2017, is a community bank dedicated to providing high-quality, personal customer service and convenience for individuals, businesses, and community organizations in Central Massachusetts. 

About Creatio    

Creatio is a global vendor of a no-code platform to automate workflows and CRM with 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.  

About Technology Advisors, Inc. 

Technology Advisors, Inc. (TAI) is a software consultancy out of Chicago focused on digital transformation initiatives and CRM optimization. TAI’s goal is to help customers drive more revenue by successfully utilizing their software mix for automation, departmental alignment, and streamlined services. The firm has supported customers across the country with CRM adoption, training, customization, integration, and support for more than 33 years.  

To learn more about Technology Advisors, Inc. please visit techadv.com.