One platform
to automate credit union workflows and CRM with no-code

End-to-end member-centric automation for Credit Unions

Relationship manager
Marketing manager
Branch manager
Service representative
Loan officer
Compliance officer

Relationship management

Member 360 view

Have a 360-degree view of your members, including their history with your credit union, current loans and wealth management programs, loyalty programs, AI-powered predictions for potential next best offers, etc.

Lead management

Track and capture your leads from different sources into a unified database, ensure automated data verification, and design your own unique lead management process for the best conversion rates.

Opportunity management

Manage your opportunities with highly granular processes that help you define and follow through the most optimal strategy for each prospect.

Cross-/Up sales recommendations

Boost member engagement and life-time value by making highly personalized value propositions based on predictive scoring, AI/ML-powered next-best-offer intelligence, and the member's history of previous interactions.


Improve the quality of member consultations with omnichannel communication tools, a complete view of members' history, and intelligent AI-powered tools for product recommendations and the next best offer suggestions.
Credit Unions CRM - Relationship Management



Set up flexible marketing segmentation by various criteria and engage your audience with personalized offers in the right channel, at the right time.

Campaign management

Ensure strong lead generation and brand awareness by designing, executing, and optimizing omnichannel marketing campaigns for various markets and geographies at scale.

Loyalty & reward programs

Improve member retention with a full-fledged automated loyalty bonus program, integrate and manage multiple loyalty solutions in one place, and analyze loyalty program KPIs to ensure steady growth.

Event management

Streamline organizational processes for online and offline events, as well as tap into high-potential lead pools by executing effective marketing campaigns tailored for industry events and trade shows.
Credit Unions CRM - Marketing Management



Provide a personalized onboarding experience for each member with a 360-degree member view and needs analysis, streamlined offer management, and automated product catalog.

Account opening

Automate processes related to account opening, streamline screening and verification routines, speed up approvals, and digitize document management to eliminate errors and maximize member satisfaction.

Product operations

Streamline typical service routines for credit products, member identity verification, and service personalization according to specific member tiers and service plans.
Credit Unions CRM - Front Office Management

Member Experience

Omnichannel contact center

Maximize the efficiency of contact center operations as well as in-person, chatbot, and digital member consultations by ensuring automated data sync across all member-facing solutions, databases, and interfaces.

Case management

Accumulate all cases from your members and partners, classify them into different categories, populate SLA and other data, assign agents and teams - all based on automated digital workflows.

Dispute management

Collect and provide full visibility into the member-initiated disputes for all teams involved, streamline teams' collaboration on single-source data, and formalize and automate dispute validation processes to accelerate resolution.

NPS and feedback

Collect, analyze, and manage member feedback by using measurable KPIs such as Net Promoter Score and implementing digital workflows that are easy to enforce and monitor.
Credit Unions CRM - Member Experience

Learn how Ent Credit Union utilizes no-code technologies to improve and enhance member and employee experience


Loan application management

Utilize member 360 data and automated loan verification workflows to provide personalized loan terms for each member, quickly collect approvals from the middle office, and enforce any unique loan processing policies as part of your company's playbook.

Loan origination

Easily create and enter lending terms, information on lending participants, and collateral documents to ensure fast loan origination and simplify ongoing loan pipeline monitoring.

Loan servicing

Organize the lending process to ensure top-notch member service, automate loan servicing reminders, deliver loan self-service capabilities, and ensure consistent data updates at every stage.

Loan recovery

Automate loan recovery processes and improve agents' productivity with consolidated communication, analytics, data processing, and reporting tools.
Credit Unions CRM - Loan Management

Underwriting and Verification


Have full visibility of loan application data to streamline underwriting processes and empower underwriters with in-depth analytics for approving, postponing, rejecting the application, or changing the final financing terms.

Approval and verification

Ensure in-depth verification of loan application data with flexible checklists and automated review/approval workflows, manage priority-based verification queues, speed up the final approval by minimizing manual data entry, setting reminders, and organizing collateral documents.

Document management

Keep a well-organized, transparent document management system to ensure centralized access to customer documents, version tracking, elimination of duplicates, automated synchronization of documents across multiple workflows, and flexible access rights management.
Credit Unions CRM - Verification Process Management


Anti-money laundering

Automate AML workflows such as member identity verification and case investigation, apply AI/ML-powered behavior analytics, set up transparent compliance reporting, and utilize intelligent transaction monitoring.

Know your customer

Ensure the most complete and accurate member profile data with a centralized approach based on the unified CRM database, automated data verification and deduplication tools, enterprise-grade data security, and AI/ML-powered business intelligence tools.

Risk catalog management

Digitize your risk catalog and enhance it with intelligent classification, cross-link, and drill-down capabilities to quickly identify, measure, and deal with risk.

Internal audit

Improve the efficiency and accuracy of internal audit by streamlining data collection, verification, and anomaly detection processes via unified workflows automation, automated reports and dashboards, and single-source data storage that eliminates out-of-sync or duplicate data.
Credit Unions CRM - Compliance Management

Employee Experience

Employee lifecycle management

Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.

Employee request management

Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)

Collaboration and knowledge sharing

Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.
Credit Unions CRM - Employee Experience

Partners and marketplace ecosystem

Industry-focused Implementation partners
Top marketplace applications for credit unions
Integration via Creatio API
StarfishETL integration
StarfishETL integration for Creatio

A powerful iPaaS for integrating Creatio with all kinds of other business solutions

Data Import-Export
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Financial Services Creatio, sales edition
Financial Services Creatio, sales edition

The robust solution to manage end-to-end sales processes of financial products and services

Contact center product suite
Contact center product suite Creatio
Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Financial Services Creatio, customer journey edition
Financial Services Creatio, customer journey edition

A powerful product for front-office and contact center management

Financial Services Creatio, lending edition
Financial Services Creatio, lending edition

Intelligent product to accelerate lending processes of various types

Consultation contact center
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Advisory contact center

Collection for Creatio
Debt collection strategy automation

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