Creatio is an AI-native CRM and workflow automation platform built for financial services organizations, including banks and credit unions. It combines no-code process automation with AI-driven insights to help teams streamline operations, personalize customer interactions, and accelerate product fulfillment all from a single unified platform.
With ready-to-use workflows covering everything from onboarding and lending to compliance and customer retention, Creatio helps financial institutions work smarter and deliver better member and customer experiences.
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.
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.
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.
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.
Join 1,000+ senior business and digital leaders at Creatio’s flagship event, June 11–13, 2026, at The Ritz-Carlton Orlando, Grande Lakes. Over two days of keynotes, workshops, and networking. You’ll explore how AI and agentic automation are reshaping the way organizations operate and compete.
Registration is free. Secure your spot today.
