Bank.ai gives you the base. We connect it to the rest of your bank.
Core banking, documents and everyday servicing — disputes, refunds, complaints — run through Creatio, with a named approver on every step that matters.
The parts of this recipe, one at a time.
Each module runs on its own, so you can start with one and add the next. Available modules can start as a pilot now; the rest are in development.
- Link to core banking and document systems System connector Available
- Document intake Available
- One view across systems Client 360 for risk review Available
- Answers from approved knowledge Chat on approved knowledge Available
- Back-office steps prepared for sign-off Back-office automation Available
- SLA watch and escalation Available
- Renewal desk Available
- Health score and alerts Available
- Conversation recap Available
- Offers from client events Available
- Compliant client communications Compliant content drafting Available
- Meeting prep for relationship managers Research and meeting prep Available
- Client onboarding across teams Cross-team checklist In development
- Required notices and consent Consent and disclosures In development
What Creatio's Bank.ai already does.
Applications from customer details to signature, KYC checks for identity, sanctions, PEP and adverse media, a banking product catalog, Customer 360 with risk signals, and six banking agents: Customer Onboarding, Loan Preparation, Loan Processing, Retention, Renewal and Referral.
Bank.ai and the rest of your bank, put together.
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Documents in
Creatio and Bank.ai, out of the box ApplicationsKYC checksBank.ai agents Customer Onboarding agentCreatio Marketplace — -
Servicing request
Creatio and Bank.ai, out of the box Consultation centerBank.ai agents —Creatio Marketplace Contact center suite -
Resolve with core banking
Creatio and Bank.ai, out of the box Customer 360 with risk signalsBank.ai agents Loan Preparation agentLoan Processing agentCreatio Marketplace — -
Watch the SLA
Creatio and Bank.ai, out of the box Service agreementsBank.ai agents —Creatio Marketplace —What we add SLA watch and escalation -
Renew and grow
Creatio and Bank.ai, out of the box Product catalogNext best offersBank.ai agents Renewal agentRetention agentReferral agentCreatio Marketplace —What we add Renewal deskHealth score and alertsOffers from client eventsCompliant content draftingResearch and meeting prepConsent and disclosuresIn development
The parts between Bank.ai and the rest of your bank.
| Gap | What we build |
|---|---|
| Core banking and document systems | Two-way links so Creatio shows real balances, products and documents |
| Everyday servicing | Transaction disputes, fee refunds and complaints as processes with SLA and an audit trail |
| Document intake | Documents read, fields extracted, checked against the product checklist; a person approves |
| Consent and disclosures | Required notices sent and tracked against each customer |
| Renewals | Deposits and loans renewed on schedule, together with the Bank.ai Renewal agent |
The model judges. Code decides. A practitioner approves.
The model
Reads documents and requests, drafts answers and offers
Code
Holds limits, consent and approvals, syncs with core banking, keeps the audit trail
A practitioner
A named approver at the bank: signs off refunds, disputes and anything that touches money or compliance
Your data stays in Creatio's cloud and your core systems. We integrate; we don't hold your data. Under NDA, always.
Three weeks. Two or three modules. Live in your Creatio.
We usually start with document intake or one servicing process, such as transaction disputes, for one product. Access, data and who signs off are settled before we build.
Questions about banking CRM on Creatio
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What does Creatio's Bank.ai do, and what do you add to it?
Bank.ai is Creatio's banking platform: applications, KYC checks, a banking product catalog, Customer 360 with risk signals and six banking agents. We add what connects it to the rest of your bank: core banking, documents and everyday servicing.
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We already run Bank.ai. What changes?
Bank.ai starts showing real balances, products and documents from your core banking, and everyday servicing — disputes, fee refunds, complaints — runs as a process with an SLA and an audit trail.
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What does the banking recipe connect to?
Core banking — such as FIS, Fiserv, Jack Henry, Temenos, Thought Machine or Mambu — document systems such as SharePoint, your telephony and email. Credit unions on Jack Henry Symitar can use its connector from the Creatio Marketplace.
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Do you hold our customers' data?
No. Your data stays in Creatio's cloud and your core systems; we integrate, we don't store it. We work under NDA, always.
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Where does a banking project start, and how long does it take?
With document intake or one servicing process, such as transaction disputes, for one product, as a 3-week pilot. The core banking link, renewals and more servicing follow, one module at a time.
- Type
- Function
- Platform
Creatio CRM
Customer Support
Every request answered, routed and closed inside its SLA.
- Type
- Function
- Platform
- Creatio CRM
HR portal
One place where employees ask, request and get onboarded.
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Function ·Creatio CRMIT service deskIncidents, requests and changes handled before they pile up. -
Function ·Creatio CRMCustomer SuccessSee which clients are at risk, and renew the rest on time. -
Industry ·Creatio CRMInsuranceClaims intake, renewals and broker requests — connected to your policy system.
See what your Bank.ai could do with the rest of your bank connected.
30 minutes. We look at your setup and pick the first modules with you.