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Explore What’s New in the Latest Release

The Creatio Financial Services “Twin” Release delivers a breakthrough in AI-native CRM for banks and credit unions. This release enhances how institutions engage customers, fulfill products, optimize operations, and ensure compliance—fueled by AI agents and composable no-code tools. It introduces innovations across four major pillars:

AI + Human Collaboration for Financial Services – intelligent AI Agents work alongside human staff
AI-Native Financial Services Workflows – Preconfigured workflows that accelerate your digital transformation
No-code Agility – powerful tools for the business to customize workflows and agents to your needs
AI Trust, Security & Governance – enterprise-grade controls for secure and compliant AI automation

AI + Human Collaboration for Financial Services

Powerful Creatio AI capabilities are built into the core Financial Services solution to support banking and credit union needs—powering intelligent, secure, and personalized workflows across the customer journey.

Built-in access to the latest Agentic, Generative and Prescriptive AI features, without any additional costs or add-ons needed.
Conversational UI to manage tasks like onboarding or new product application workflows using natural language.
Role-Based Execution to ensure more accurate and secure AI responses.
Embedded UI to access AI agents within Outlook, Teams, and mobile apps.

AI-Native Financial Services Workflows in Action

Every workflow is powered by AI-Native intelligence, agents and no-code workflows built for banks and credit unions:

Consumer Lifecycle Management

Life Event Alerts detect changes like new dependents or employment shifts
Customer 360 displays goals, households, and triggers in one view
Segmented Campaigns activate based on AI triggers
Multi-agent chat supports simultaneous campaigns, lead conversion, and outreach

Product Fulfillment

AI-guided workflows accelerate product origination from offer to cross-sell:

Auto-fill forms with known data
Validate eligibility and ID in real-time
Recommend next-best offers (e.g., credit cards, savings accounts)
Support multiple product types: personal, vehicle, HELOC, CD-secured, and credit cards

Operations & Execution

Enhance efficiency and accuracy for internal operations and service teams:

Auto-route fraud cases with prebuilt service flows
Surface alerts and dashboards for SLA exceptions
Equip employees with real-time recommendations

Compliance & Risk

Every financial institution has unique regulatory workflows—Creatio’s no-code tools make it easy to tailor and automate KYC, AML, and compliance alerts:

Design your own agent-guided compliance processes
Escalate issues based on risk score, jurisdiction, or external feeds
Maintain full audit trails, human approvals, and role-based agent access

No-Code Agility

Agent Designer to visually compose and train digital teammates
Drag-and-drop customization across workflows, UI, logic, and agents
Reusable components: workflows, data models, UI, agents, and integrations
Role-based permissioning for AI agents and dashboards

AI Trust, Security & Governance

Built-in enterprise controls ensure confidence and compliance:

SOC2, ISO certified with regional hosting and encryption
No training on customer data – your data stays private
Human-in-the-loop and role-based agent access
Comprehensive audit logs for all AI actions

Experience the most intelligent and industry-tailored release in Creatio’s history

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