Powerful and agile CRM
for Credit Unions

Recognized as a Leader by Gartner and Forrester.
Automate end-to-end member journey & build trust with your customers with the leading CRM platform.

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Talk to an expert and see what CRM Creatio can do for your business

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Trusted by companies around the globe

Streamline member onboarding

Onboarding

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.
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Gain a centralized 360 view of your members

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.

Consultations

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.

Engage your members via orchestrated campaigns

Segmentation

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.
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Top-rated by industry analysts and business users

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

Deliver coordinated and personalized 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.
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Align your teams for increased performance

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.

Ent Credit Union enhances member and employee experience with Creatio CRM

  • 3 months of deployment
  • automated large-scale customer-facing processes, from lead management to B2B sales and contact center ops
  • centralized member information, all client-centric operations and improved member onboarding
  • Increased productivity of its employees with a unified approach

Ready to explore CRM Creatio further?