Creatio Banking CRM
Creatio Banking CRM: Broad banking workflows unite relationship management, onboarding, service, compliance, and fraud operations. Ranked #12 of 38 in Banking CRM Software by our editors (6.1/10); pricing: Pricing on request; best for banks needing broad compliance and service workflows.
At a glance
- Editor score6.1 / 10
- PricingPricing on request
- Best forBanks needing broad compliance and service workflows
- RM workspaceYes
- Facts checked28 Sep 2026
Where it wins
- Combines relationship, portfolio, onboarding, service, and compliance workflows
- Supports KYC, screening, regulatory reporting, risk, and fraud processes
- Offers customer 360 views, AI features, and contact-center case management
Where it doesn't
- Pricing uses a contact-sales model rather than published plans
- Web access and cloud deployment may not fit other deployment requirements
- Listed integrations center on Microsoft Outlook and Microsoft Teams
Our verdict on Creatio Banking CRM
Creatio Banking CRM is a banking-focused CRM and AI platform for retail and commercial banks and credit unions. It brings together customer acquisition and onboarding, relationship and portfolio management, customer service, and operational workflows. Relationship managers get customer activity summaries, follow-up recommendations, portfolio views, and customer intelligence, while service teams can handle voice, email, chat, and messaging interactions through a contact-center desktop. The product is positioned for mid-market and enterprise organizations.
Pricing follows a contact-sales model, so buying teams engage Creatio rather than selecting from published plan tiers. The platform is delivered through the web and deployed in the cloud. Microsoft Outlook and Microsoft Teams are the listed integrations, giving organizations using those tools a direct connection to familiar communication and productivity environments. Teams assessing a broader application ecosystem should confirm how additional systems connect during the sales process.
Its strongest fit is banking operations that need connected compliance and service workflows. Onboarding can cover document collection, identity checks, KYC, and screening; case management supports capture, classification, routing, escalation, and resolution tracking; regulatory workflows handle data aggregation, template mapping, validation, and filing. Portfolio views group and compare customers by value, potential, risk, and products, while KYC, compliance, risk, and fraud-prevention workflows extend beyond standard relationship tracking. Banks seeking a broad operating layer should consider it; organizations wanting transparent self-serve pricing, non-cloud deployment, or a wider stated integration set may prefer an alternative.
Creatio Banking CRM pricing
Creatio Banking CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Yes |
| Portfolio views | Yes |
| Regulatory workflows | Yes |
| Service case management | Yes |
| Deployment | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: Microsoft Outlook, Microsoft Teams |
| Pricing | Pricing on request |
| Website | bank.ai |
| Facts checked | 28 Sep 2026 |
Creatio Banking CRM integrations
Creatio Banking CRM lists 2 integrations on its own site.
- Microsoft Outlook
- Microsoft Teams
Alternatives to Creatio Banking CRM
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all Creatio Banking CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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