Jersey Shore Federal Credit Union Selects Creatio to Modernize Member Experience and Automate Credit Union Operations
Creatio, a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, today announced that Jersey Shore Federal Credit Union has selected its platform to modernize member-facing and back-office operations across the organization. The implementation marks a significant step in the credit union's commitment to innovation and its ongoing mission to deliver personalized, community-driven financial services to its members.
Headquartered in Northfield, New Jersey, Jersey Shore Federal Credit Union is a member-focused financial institution committed to delivering personalized banking experiences, competitive financial products, and community-driven service to members across Atlantic and Cape May Counties. To continue delivering on that promise as the organization grew, the credit union set out to address the limitations of its legacy systems — manual processes across member onboarding, marketing automation, and loan origination, combined with limited data visibility and insufficient flexibility to adapt quickly to evolving member expectations.
Jersey Shore Federal Credit Union selected Creatio for its no-code capabilities and agentic platform, which will empower the team to actively build and refine workflows without heavy reliance on developers or IT. The implementation will focus on centralizing member data, streamlining key operational workflows, and introducing automation across core credit union processes — reducing manual effort and equipping staff with better tools and insights to serve their members.
"At Jersey Shore Federal Credit Union, our mission has always been to be there for our community — and technology is how we make that possible at scale," said Garrett Garcia, Marketing Manager at Jersey Shore Federal Credit Union. "Creatio gives us the tools to spend less time on manual processes and more time doing what we do best: building real relationships and delivering the kind of personalized service our members deserve."
The implementation is being delivered in partnership with BrightPulse, a Creatio partner specializing in delivering fast time-to-value for financial services organizations. Working closely with Jersey Shore Federal Credit Union's team, Creatio and BrightPulse are guiding the end-to-end delivery — ensuring the platform is configured to deliver early value while building toward the credit union's longer-term objectives.
Looking ahead, Jersey Shore Federal Credit Union sees artificial intelligence playing a growing role in its operations — from automating routine tasks and supporting smarter cross-selling to improving the proactivity and personalization of every member interaction. With a centralized data foundation now being established, the organization will be well-positioned to deploy AI-driven capabilities that help staff work more efficiently while delivering a more tailored experience at scale.
"We see AI as a real opportunity to serve our members in a more proactive and personalized way," added Garcia. "Whether it's automating routine tasks, supporting better decisions, or anticipating member needs — AI will help us do more for our members while freeing our team to focus on what matters most: the relationships we build in our community."
"Jersey Shore Federal Credit Union exemplifies the kind of forward-thinking institution that understands member experience and operational agility are inseparable," said Andy Zambito, Global Chief Sales Officer at Creatio. "Their decision to invest in Agentic CRM for banking reflects a broader shift we are seeing across credit unions — organizations that want to move fast, empower their own teams, and deliver the kind of personalized service that keeps members engaged for the long term."
This implementation reflects a broader transformation underway across the credit union industry, where member-focused institutions are increasingly turning to modern, AI-ready platforms to bridge the gap between operational efficiency and personalized service. By investing in the right foundation today, Jersey Shore Federal Credit Union is positioning itself to meet its members where they are — and where they are going.
About Jersey Shore Federal Credit Union
Jersey Shore Federal Credit Union is a member-focused financial institution committed to delivering personalized banking experiences, competitive financial products, and community-driven service to members across Atlantic and Cape May Counties. The credit union is headquartered at 1434 New Road, Northfield, NJ 08225.
About BrightPulse
BrightPulse is a Creatio implementation partner specializing in CRM deployments and workflow automation for financial services organizations. The firm delivers fast time-to-value by bringing the power of AI and modern technology solutions to life across sales, service, marketing automation, and process automation.
About Creatio
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.
