Creatio Banking CRM

Paid#12 of 38 in Banking CRM Software

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 (7.9/10); pricing: Pricing on request; best for banks needing broad compliance and service workflows.

7.9/10Editor score

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At a glance

Editor score
7.9 / 10
Pricing
Pricing on request
Best for
Banks needing broad compliance and service workflows
RM workspace
Yes
Facts checked
28 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.

Your product? Our editors can test Creatio Banking CRM in depth and publish a review, labelled as paid · from $149/mo →

Creatio Banking CRM pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 28 Sep 2026.

See plans on bank.ai

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

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Featured on iTechGuides

Creatio Banking CRM is listed in our Banking CRM Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update