New Era of Banking Automation!

This page is designed for financial services leaders driving digital transformation. Creatio is a best-in-class Banking CRM and Workflow Automation platform with AI and no-code at its core. It enables banks to design, automate, and continuously adapt CRM and operational processes — with greater speed, flexibility, and control.

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About Creatio

Creatio is a global vendor of an Agentic CRM & Workflow Platform with No-Code and AI at Its Core. We help organizations automate customer-facing and operational processes, delivering the fastest time-to-value and the highest ROI.

Millions of workflows run on the Creatio platform every day, supporting thousands of customers across more than 100 countries worldwide. Genuine care for our customers and partners is at the core of our DNA.

Ready-to-Use Autonomous Agents
For Banks and Financial Institutions

Referral Agent

Identifies referral opportunities, engages customers and employees, and tracks referrals through conversion.

Renewal Agent

Monitors upcoming renewals, generates personalized offers, and guides customers through completion.

Retention Agent

Detects early churn signals, triggers retention strategies, and executes personalized actions to protect revenue.

Customer Onboarding Agent

Validates customer data, runs checks, and pre-verifies documents to speed up approvals.

Loan Preparation Agent

Gathers and structures loan data, validates documents and eligibility, and accelerates loan readiness.

Loan Servicing Agent

Manages loan servicing, automates payments and events, and engages customers with timely updates.

Core Value Propositions

AI Precision Meets No-Code
Agility

Use Creatio’s AI capabilities and no-code tools to design, automate, and optimize financial services workflows — from customer onboarding and servicing to lending, underwriting, claims, and portfolio management — in just a few clicks.

Seamless Orchestration Across
Systems

Connect multiple channels, departments, and legacy systems effortlessly. Orchestrate end-to-end processes without slowing innovation.

Built for the Financial Services Industry

Creatio delivers industry-specific solutions for financial services organizations — enabling compliant, personalized, and scalable customer experiences.

Customers Love Us
Because We Care, Genuinely!

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.

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Christopher Bladen

Operations Analyst, First
United Bank & Trust

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.

Estuardo Ruano

VP of Digital
Transformation

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.

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Constantin Mareș

Chief Digital Officer

Creatio stands out for its exceptional ease of use and rapid setup, and what I appreciate most is the platform's flexibility - it empowers us to implement new functions effortlessly and tailor the system to our needs, all without coding.

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