Creatio provides a no-code platform designed for community banks to automate workflows, CRM, and key marketing, sales, service, and lending processes. Institutions use Creatio to rapidly design and evolve digital experiences across onboarding, loan management, KYC, compliance, campaigns, and member support. The platform unifies data, streamlines operations, and empowers teams to adapt quickly within a secure, customizable, cloud-ready environment. With Creatio, financial institutions improve efficiency, accelerate time-to-market, and deliver exceptional member and customer experiences at scale.
1. CRM Across the Entire Customer Lifecycle
Sales, Marketing, and Service on a single unified platform
Complete visibility across leads, opportunities, accounts, and service interactions
Designed to support both commercial and retail customer journeys
2. No-Code & Low-Code Workflow Automation
Rapidly design, launch, and modify business processes without relying on IT
Automate approvals, onboarding, servicing, and internal operations
Adapt quickly as business needs change—no long development cycles
3. AI-Powered Intelligence (Creatio AI)
AI agents to automate routine tasks and workflows
Predictive insights, recommendations, and next-best actions
Embedded intelligence that enhances productivity without disrupting users
4. Composable & Scalable Architecture
Modular applications that can be deployed individually or together
Integrates seamlessly with core systems (e.g., Fiserv, DNA, CRM, ERP)
Cloud or on-premise deployment options
5. Enterprise-Grade Governance & Security
Robust role-based access and compliance support
Built for regulated industries, including financial services
Full transparency and control over processes and data
https://www.creatio.com/