Creatio Financial Services
Financial services CRM software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Creatio Financial Services and its alternatives fit your requirements.
$15 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Banking and insurance
- Information technology and software
- Professional services (engineering, legal, consulting, etc.)
What is Creatio Financial Services
Creatio Financial Services is a CRM and workflow automation product designed for banks, insurers, and other financial services organizations to manage customer relationships, sales pipelines, and service processes. It supports configurable case management, customer onboarding, and process orchestration across front- and middle-office teams. The product is built on Creatio’s low-code platform, which allows organizations to tailor data models, workflows, and UI without extensive custom development.
Low-code process customization
The product is built on a low-code platform that lets teams configure workflows, forms, and business rules to match institution-specific processes. This can reduce reliance on custom code for common changes such as onboarding steps, approvals, and service routing. It also supports iterative process updates as policies and regulatory requirements change.
Unified sales and service CRM
Creatio Financial Services combines sales automation and service/case management in a single environment. This supports end-to-end visibility from lead and opportunity management through customer servicing and issue resolution. For financial services teams, this can help standardize handoffs between relationship managers, contact centers, and operations.
Workflow and case management
The platform includes tools for orchestrating multi-step processes and managing customer cases with routing and status tracking. This is useful for structured service requests such as account changes, claims-related inquiries, or document-driven requests. It provides a framework to enforce consistent handling and capture audit-relevant activity history.
Implementation effort and governance
Low-code flexibility typically requires strong design governance to avoid inconsistent configurations across teams and business units. Financial services deployments often involve complex data, security, and approval requirements that can extend implementation timelines. Organizations may need dedicated administrators and a center-of-excellence model to manage ongoing changes.
Integration complexity with core systems
Financial services CRM programs commonly depend on integrations with core banking/insurance platforms, document management, identity systems, and data warehouses. While the product can integrate via APIs and connectors, the effort and cost depend on the existing architecture and data quality. Institutions should plan for integration design, testing, and monitoring as a significant workstream.
Industry depth varies by segment
Out-of-the-box financial services content may not cover every specialized workflow (for example, niche wealth management, capital markets, or complex underwriting) without configuration or extensions. Teams may need to build additional objects, compliance checks, and reporting to match internal policies. Buyers should validate required templates, data models, and regulatory reporting needs during evaluation.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Growth (platform) | $25 per user/month (billed annually) | Entry platform plan for SMB automation; part of Creatio's composable pricing model. |
| Enterprise (platform) | $55 per user/month (billed annually) | Full-scale automation & governance for larger organizations. |
| Unlimited (platform) | $85 per user/month (billed annually) | Highest-tier platform plan with expanded automation and capabilities. |
| CRM modules (Sales / Marketing / Service) | $15 per user/month (billed annually) | Pre-built CRM product modules that can be purchased standalone or combined under the composable model. |
| Financial Services Creatio (industry solution) | Custom pricing — contact sales | Industry/vertical solution built on the Creatio platform; pricing provided via sales/demo. |
Seller details
Creatio
Boston, MA, USA
2016
Private
https://www.creatio.com/
https://x.com/Creatio
https://www.linkedin.com/company/creatio/
