New Era of Financial Services Automation
Agentic CRM and Workflow Automation for Credit Unions
Benefits for Credit Unions
Increased Member Acquisition and Retention
Acquire members at scale using AI insights, personalization, and recommendations.
Personalized Member Interactions
Deliver tailored experiences across channels using a 360° member view and personalized engagement.
Streamlined Workflows and Operational Excellence
Simplify credit union operations and improve collaboration through smooth process automation
Enhanced Member Satisfaction
Deliver enhanced credit union experiences with simple-to-use self-service functionality and proactive support.
Increased Productivity of Front Office Staff
Consolidate data and provide your team with a single screen to automate all customer-centric operations.
Improved Cross and Up Sales
Maximize share of wallet by using smart next-best actions and personalized product offers.
Best-in-Class CRM designed for Credit Unions
Member Lifecycle
Ready-to-use workflows to speed up every step of the banking journey – from onboarding and marketing to sales, service, and contact center.
Watch how Creatio.ai helps stay up to date with important milestones for every customer
Watch how Creatio.ai helps stay up to date with important milestones for every customer
Product Fulfillment
Pre-built workflows for deposit accounts, lending, credit cards, mortgages, wealth, and insurance.
Watch how Creatio.ai takes all the guesswork out of completing product fulfillment
Watch how Creatio.ai takes all the guesswork out of completing product fulfillment
Operations
Workflows to streamline account maintenance, payments, commercial sales, and product servicing.
Watch how Creatio.ai is ready to assist service team in processing the cases as well
Watch how Creatio.ai is ready to assist service team in processing the cases as well
Risk & Compliance
Out-of-the-box workflows to manage compliance, mitigate risk, and generate reports.
Watch how you can design the compliance workflows you need quickly and easily
Watch how you can design the compliance workflows you need quickly and easily
Enjoy Ready-to-Use Agents for
Credit Unions
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.
Make Changes On The Fly Without Restrictions With
No-Code And Enjoy Enterprise-Grade Governance
Seamlessly Connect Your Systems and Get True Member 360
Works with existing system
Creatio agents integrate with your current
infrastructure
Connects all data types
Agents unify structured data, documents, and
Real-time access
Agents access live data via APIs and events without data duplication
End-to-end orchestration
Agents take action across systems to route work, and complete workflows
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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We consider Creatio a strategic initiative for the credit union. We finally have a foundation we can keep building on, and that opens up so many possibilities.
At Generations, creating those workflows in Creatio took a lot of the guesswork out of solving specific problems. It gives us much faster response times and a more consistent experience for the member—regardless of which channel they reach us through, it’s all handled the same way.
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We are a digital-first, data-driven organization. There is a wealth of data out there, and we’re using that information to look at histories and member preferences, which allows us to tailor solutions to meet their needs.
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