# Creatio Financial Services Reviews **Vendor:** Creatio **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 10 ## About Creatio Financial Services Creatio Financial Services CRM – Best-in-class financial services CRM and workflow platform with no-code and AI at its core. Creatio helps financial organizations automate customer and operational workflows, such as: - Core Banking Systems - Loan Origination & Processing - Indirect & Digital Lending - Collateral, Appraisal & Lien Management - Credit Risk & Underwriting - Collections & Delinquency Management - Identity, Fraud & Risk Verification - Deposit Account Onboarding - Payments & Money Movement - Document Management & Imaging - eSignature & Digital Consent Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries, achieving the fastest time-to-value and the highest ROI on the market. ## Creatio Financial Services Reviews ### 1. Creatio for Process Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Jhonatan L. | Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2024 **What do you like best about Creatio Financial Services?** It is an intuitive tool that adds a lot of value to the organization. With proper implementation, multiple processes of the organization can be adapted, as well as easy use for the end user and timely support, easily configurable with other software. **What do you dislike about Creatio Financial Services?** Like any tool, it always evolves to adapt to the needs of each business sector, I would like an Academy that is a bit more elaborate or structured. **What problems is Creatio Financial Services solving and how is that benefiting you?** It is an innovative tool that helps the business turn for managing processes and quality services. ### 2. Great Way to Manage your money **Rating:** 3.5/5.0 stars **Reviewed by:** Gricelda J. | Classroom Aide, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Creatio Financial Services?** Its a great service that allows me to be on top of my finances. It allows you to build your CRM. **What do you dislike about Creatio Financial Services?** Honestly, just working with money is scary. **What problems is Creatio Financial Services solving and how is that benefiting you?** None, I didn't encounter any problems. ### 3. BPM for large projects **Rating:** 4.0/5.0 stars **Reviewed by:** Hansel V. | Enterprise (> 1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Creatio Financial Services?** It is a fast, well-refined system that does not cause problems if configured properly, allowing group work without causing conflict among developers. **What do you dislike about Creatio Financial Services?** There is little documentation at a global level, one must limit oneself solely to the official documentation, which makes it impossible to find information on something specific, as the community is still very small. **What problems is Creatio Financial Services solving and how is that benefiting you?** The system is already oriented towards financial systems, which makes its internal use easier. ### 4. CREATIO STUDIO **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander C. | Ingeniero de automatización de procesos, Mid-Market (51-1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Creatio Financial Services?** Quality, efficiency, effectiveness and efficacy **What do you dislike about Creatio Financial Services?** It is a CRM with a great capacity for integrations and functionality **What problems is Creatio Financial Services solving and how is that benefiting you?** I have had no problems with the product ### 5. Creatio for process automation **Rating:** 5.0/5.0 stars **Reviewed by:** David P. | Senior Process Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Creatio Financial Services?** Excellent tool for process automation within a very comprehensive and easy-to-use organization. **What do you dislike about Creatio Financial Services?** Make the Academy documentation more complete. **What problems is Creatio Financial Services solving and how is that benefiting you?** It adapts to any business need, the benefit is the short development time to implement a solution. ### 6. Creation low cost **Rating:** 5.0/5.0 stars **Reviewed by:** Hector P. | Ingeniero de automatización de procesos, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Creatio Financial Services?** Its ease of use, practical and has many very good functionalities that automate processes. **What do you dislike about Creatio Financial Services?** Sometimes the page is a bit slow but nothing out of the ordinary. **What problems is Creatio Financial Services solving and how is that benefiting you?** Automation of processes and modeling of BPMN ease for users ### 7. CREATIO: The Low-code Platform in eternal improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Manuel M. | Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Creatio Financial Services?** Creatio efficiently manages workflows, making the finance area easy to understand and quick to consult. **What do you dislike about Creatio Financial Services?** When the client is very demanding with your product, it is very difficult to customize Creatio in that aspect. **What problems is Creatio Financial Services solving and how is that benefiting you?** It solves the problem of slow implementation and has personally helped me to easily understand the implementation of this type of services. ### 8. Easy and complete **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis R. | Enterprise (> 1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Creatio Financial Services?** The most useful thing about creatio finserv is the architecture and standardization used to develop **What do you dislike about Creatio Financial Services?** Accessible documentation to be able to exploit all the options that Finserv offers us **What problems is Creatio Financial Services solving and how is that benefiting you?** Regulation of loads and efficiency in processes ### 9. excellent platform **Rating:** 5.0/5.0 stars **Reviewed by:** Cristopher S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Creatio Financial Services?** the great possibility of being able to create new business functions **What do you dislike about Creatio Financial Services?** The whole platform is fine, only if you could use an if and else togethe **What problems is Creatio Financial Services solving and how is that benefiting you?** easy to manage, go to production ### 10. New to the NA market but pretty powerful CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Denis Z. | Sales Executive, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2015 **What do you like best about Creatio Financial Services?** 1) out-of-the-box pre-built processes 2) engaging simple interface 3) cost of the product / license fee Also Bpm’online has been widely recognized by key industry analysts, receiving multiple awards. **What do you dislike about Creatio Financial Services?** Pre-sales and post-sales support from technical SE standpoint in US but it's a question of time since company created a point of presence in Boston and rapidly growing, re-enforcing direct and channel resources. **Recommendations to others considering Creatio Financial Services:** Try & Buy approach really works! **What problems is Creatio Financial Services solving and how is that benefiting you?** Automation of business processes within CRM for all business units from Finance to Sales and Marketing. - [View Creatio Financial Services pricing details and edition comparison](https://www.g2.com/products/creatio-financial-services/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+17%3A04%3A23+-0500&secure%5Bsession_id%5D=8adf6023-6ec1-4957-bd76-c33327032823&secure%5Btoken%5D=5df17f2a19a2143df7a659e9f2005790df04fa428d4237dcbb87ade7d986241b&format=llm_user) ## Creatio Financial Services Features **Content** - Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Creatio Financial Services Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)