Creatio Bank.AI Reviews & Product Details

I find Creatio Bank.AI easy to use from the consulting side. I can lay out the deployment process and put in the right guardrails so banks maintain their governance standards. It’s well designed for consultants to deploy and for banks to adopt, and setup for customers is pretty easy. I also value how it helps banks find new targets, understand what their current customers are trying to solve, grow the market, and retain customers. Review collected by and hosted on G2.com.

The most challenging part of rolling out Creatio Bank.AI is data migration, especially for customers coming from a large system like Salesforce. I wish there were an easy button for it, but data migration is always tough. Review collected by and hosted on G2.com.

I like the campaign automation in Creatio Financial Services, as it ensures that automations and certain checklist items are populated effectively. I also appreciate the help from our design partner concept, which allows us to break down the marketing sales process all the way to client settlement and loan maintenance. It's really helpful to have the right design partner to understand and implement the workflow, or as I call it, 'wow flow,' so we can impress clients and make sure nothing is overlooked. Review collected by and hosted on G2.com.

I think the speed in terms of the data loading is an issue. Understand there's a big massive data since we migrated from a competitor, and it's better when you can click to each record and do multiple updates at the same time. However, it just takes a bit more longer to load a ton. Review collected by and hosted on G2.com.

I like how AI, CRM, and operations are coming together to better serve customers. I like the Customer 360 view, where an agent can see all the products a customer has, and the omnichannel option to contact them through their preferred communication method. It helps solve operational issues, and from the sessions I’ve seen, Creatio Bank.AI looks promising. Review collected by and hosted on G2.com.

Nothing yet Review collected by and hosted on G2.com.

I like that Creatio Financial Services is easy to implement and allows for measuring SLAs for each process, even when they are handled by different areas. The ease of generating new SLAs and immediate measurement are aspects I value greatly. I also find the traceability of service processes useful, as it allows me to quickly identify opportunities for improvement. Additionally, you can measure what the most common problem is and the resolution time, which allows for immediate implementation of improvements. Review collected by and hosted on G2.com.

Having support in Spanish could make things easier when it becomes necessary. The creation of support cases is in English, you should be able to do it in our native language. Review collected by and hosted on G2.com.

Bank AI is a good tool. It helps with customer engagement and strategy. Review collected by and hosted on G2.com.

No road map, confusion for sessions. Will need huidanxe Review collected by and hosted on G2.com.

Creatio is very intuitive to utilize and the ability to customize is top notch. Review collected by and hosted on G2.com.

Not exclusive to Creatio but the mystery around real AI cost. Review collected by and hosted on G2.com.

I like the time efficiencies and better member journeys, especially the faster resolutions. The initial setup was easy, and everything seems to work well. Review collected by and hosted on G2.com.

N-A Review collected by and hosted on G2.com.

How manageable it can be and the tools it offers me to be able to develop. Review collected by and hosted on G2.com.

Integration with other tools can sometimes be a bit difficult Review collected by and hosted on G2.com.

I like the rapid development capabilities of Creatio Financial Services. The speed to value it provides is really beneficial for my work. I also found the initial setup to be easy. Review collected by and hosted on G2.com.

More AI enablement Review collected by and hosted on G2.com.

Flexibility of the platform and no code and integration options Review collected by and hosted on G2.com.

We don’t have it in our tech stack yet so can’t use it yet Review collected by and hosted on G2.com.