Run Your Bank on One Agentic Platform for CRM, BPM and AI Workflows

Creatio unifies CRM, BPM and workflow automation in one platform for banking. AI agents execute processes end to end, from lead qualification to compliance, working alongside your teams.

Apply for Free Assessment See what's included

Three platforms. One license.
Built for banking.

Agentic CRM

AI agents manage leads, client journeys and service cases across retail and corporate banking, improving speed and consistency.

No-Code BPM

Design and adapt onboarding, approvals and compliance workflows without developer dependency, giving control to operations teams.

AI Workflow Automation

Automate multi-step processes across systems. AI agents route tasks, flag risks and ensure processes are completed without gaps.

Why banks are moving to a unified CRM and BPM platform

Most banking systems are built as layers of disconnected tools. Creatio takes a fundamentally different approach.

One platform, not stitched systems

CRM, BPM and workflow automation in a single architecture, removing integration overhead entirely.

AI built into execution, not added later

AI agents do the work across processes — not just provide insights or recommendations.

Business teams own processes directly

No-code control means operations and compliance teams deploy and adapt workflows without IT dependency.

Single license, full platform access

No fragmented modules. No feature-based pricing tiers.

Across banking operations

0 %

Faster CRM implementation

0 %

Faster lead response times

0 %

Faster process customisation

0 %

Lower TCO

Based on independent analysis by Nucleus Research

What Agentic AI enables across your operations

Operational Efficiency

Run processes with minimal manual effort. AI agents execute workflows, route approvals and complete tasks across CRM and BPM, reducing dependency on manual follow-ups.

Revenue and Growth

Prioritise the right customers. Identify high-value leads, detect churn risks early and guide teams with next best actions in real time.

Risk and Compliance

Maintain compliance without added overhead. Track workflows, flag risks and generate audit trails automatically before issues escalate.

Why banks choose CODE81 for Creatio

Proven delivery across the region

Platinum Level 5 Creatio partner with live implementations across UAE and KSA banking institutions.

Clear ownership from day one

A dedicated delivery lead on every project — no handoffs, no ambiguity, full accountability throughout.

Consistent execution without fragmentation

No offshore teams or subcontractors involved in any client-facing work.

See where Agentic CRM and BPM can create impact in your bank

CRM and BPM architecture review and gap analysis
Agentic AI readiness and automation opportunity mapping
POC scoping across:
· Lead to cash automation
· Customer onboarding workflows
· Service resolution processes
· Internal approvals across HR, finance and procurement

Assessment delivered within 5 business days.
POC scoped and defined within 10.

Platinum Partner — UAE & KSA