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Segments
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Retail Banking
Personalized omnichannel customer journeys
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Commercial Banking
Complex relationships and lending workflows
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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
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Grow
Customer IntelligenceAcquisitionExpansion & Retention
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Serve
Contact CenterAccount & Product ServicingCustomer Experience
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Operate
KYC & Fraud PreventionRegulatory & Risk
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Insights
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Case Studies
How banks run AI agents in production
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Thought Leadership
Research on the future of banking
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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
Make Everyday Banking Feel Personal
Automate routine work with AI to give your team time for advice and support.
Give Customers Reasons to Stay
Act on Early Warning Signs
Spot changes in customer activity and reach out before the relationship weakens.
Activate the Accounts That Went Quiet
Spot the account that opened and never activated, and reach the customer while the intent is still there.
Serve a Growing Customer Base
Let agents address routine requests so staff can focus on those that need a person.
Better Banking Across the Relationship
Grow Retail Deposits and Primacy
Win the relationship, not just the account — with campaigns built on real data, offers timed to real activity, and churn caught before the balance moves.
Keep Service Personal at Scale
Give staff one customer record and service workspace, with routine requests handled automatically.
Keep Checks and Reporting Moving
Documents read once at the front door, KYC kept current, alerts worked to a decision, and every report filed inside the regulator's clock.
AI Agents for Retail Banking
Put more time into customers with automated service and follow-up.
Next Best Offer Agent
Find suitable offers and explain why they fit.
Retention Agent
Spot departure risks early and suggest a relevant response.
Card Servicing Agent
Freezes, raises and replaces cards in the same minute
Dispute Resolution Agent
Prepare dispute evidence and keep resolution deadlines in view.
Product Application Intake Agent
Prepare applications for decisions with less manual work.
Account Servicing Agent
Complete routine requests automatically; send sensitive cases to staff.
Renewal Agent
Prepare relevant terms and follow up before products mature.
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)
Retail Banking on Creatio Bank.AI
Get a personalized demo to see how people and AI agents grow relationships, enhance service, and streamline banking workflows.
