-
Segments
-
Retail Banking
Personalized omnichannel customer journeys
-
Commercial Banking
Complex relationships and lending workflows
-
Credit Unions
Automation and member-centricity at scale
FeaturedJoin the Bank.AI Summit by Creatio to explore the future of AI in financialservices Chicago, October 27, 2026. Four Seasons Hotel Chicago. -
Retail Banking
-
Grow
Customer IntelligenceAcquisitionExpansion & Retention
-
Serve
Contact CenterAccount & Product ServicingCustomer Experience
-
Operate
KYC & Fraud PreventionRegulatory & Risk
-
Insights
-
Case Studies
How banks run AI agents in production
-
Thought Leadership
Research on the future of banking
-
Events
Webinars, roundtables, and conferences
FeaturedJoin the Bank.AI Summit by Creatio to explore the future of AI in financialservices Chicago, October 27, 2026. Four Seasons Hotel Chicago. -
Case Studies
- About Creatio
Turn Client Insights Into Growth
Let AI agents prepare insights and follow-ups so bankers can focus on the next opportunity.
Find Potential Across Each Business Group
See Beyond One Account
Connect parent companies, subsidiaries, and guarantors to spot needs across the group.
Focus the Banker's Day
Prioritize relationships that need attention, with a reason for each suggestion.
Start All Renewal Discussions Prepared
Coordinate pricing and offers around your bank's renewal timetable.
Support the Client Across the Bank
Find the Next Growth Opportunity
Maximize customer intelligence and drive repeatable processes to deliver value at every customer touch point.
Resolve Cases with Business Context
Give teams the relationship history behind treasury questions, payment investigations, and everyday service.
Operate with Control
Trace beneficial ownership through every layer and screen sanctions continuously.
AI Agents for Commercial Banking
Reduce preparation and follow-up work across your client portfolio.
Relationship Manager Agent
Watches every relationship in the book and briefs the banker daily.
Prospecting Agent
Conducts full-blown research and finds qualified prospects.
Referral Agent
Finds the cross-line introduction nobody had time to spot.
Renewal Agent
Works every maturity into a renewed and wider relationship.
Next Best Offer Agent
Finds suitable offers and explains why they fit.
Document Processing Agent
Reduces manual entry with checked data and flagged exceptions.
Account Servicing Agent
Completes routine requests automatically; sends sensitive cases to staff.
Leader and Visionary
Creatio Positioned as the
Only Leader
in the Forrester Wave™:
Low-Code Platforms For Citizen Developers
Creatio has been recognized as the only Visionary in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms
Creatio Recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for B2B Marketing Automation Platforms for Fifth Consecutive Year
Creatio Positioned as the Visionary in the 2025 Gartner® MQ™ for Sales Force Automation Platforms
Creatio Named a Leader in Gartner MQ for Marketing Automation Platforms 2024
Creatio Named a Visionary in Gartner MQ for Sales Force Automation Platforms 2024
Creatio Named a Visionary in the 2023 Gartner® Magic Quadrant™ for Enterprise Low-Code Application Platforms
Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2023)
Creatio named a Challenger in the Gartner Magic Quadrant for Sales Force Automation Platforms (2023)
Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2022)
Creatio has been included in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (2022)
Creatio Recognized in Customer Service Solutions Report, Q1 2024 by an Independent Research
Creatio Positioned as the Only Leader in the 2024 Forrester Wave™: Low-Code Platforms For Citizen Developers
Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q3 (2023)
Creatio named a Strong Performer in The Forrester Wave™: Core CRM Solutions, Q3 (2022)
Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q3 (2022)
Creatio Has Been Recognized in The Forrester Wave™: Low-Code Platforms for Business Developers, Q4 (2021)
Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2021)
Commercial Banking on Creatio Bank.AI
Get a personalized demo to see how people and AI agents grow relationships, enhance service, and streamline banking workflows.
