--- title: Creatio Financial Services Reviews meta\_title: 'Creatio Financial Services Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 24 reviews by the users' company size, role or industry to find out how Creatio Financial Services works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 24 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Creatio Financial Services Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Creatio Financial Services but has limited features. Are you part of the Creatio Financial Services team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Creatio](https://www.g2.com/sellers/creatio) Discussions [Creatio Financial Services Community](https://www.g2.com/products/creatio-financial-services/discuss) Languages Supported Arabic, Czech, German, English, French, Hebrew, Indonesian, Italian, Dutch, Polish, Portuguese, Romanian, Spanish, Ukrainian, Vietnamese Overview by Mike G. 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AC Allen C. Small-Business (50 or fewer emp.) 6/17/2026 "Streamlined Workflow with Stellar Customization but Slow Data Loading" 3.5/5 What do you like best about Creatio Financial Services? 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. What do you dislike about Creatio Financial Services? 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. What problems is Creatio Financial Services solving and how is that benefiting you? Creatio Financial Services offers an end-to-end workflow and customization that delivers a world-class UX. It helps automate campaigns and checklists, streamlining processes from marketing to client settlement and loan maintenance, ensuring no stone is left unturned. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![alex a.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "alex a.") AA alex a. Mid-Market (51-1000 emp.) 6/12/2026 "Simple Implementation and Effective SLA Measurement" 5/5 What do you like best about Creatio Financial Services? 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. What do you dislike about Creatio Financial Services? 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. What problems is Creatio Financial Services solving and how is that benefiting you? With Creatio Financial Services, I can easily implement SLAs and measure processes, instantly identifying areas for improvement. It allows me to verify the most common issues and their resolution times to quickly execute improvements. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated ![Jaime R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jaime R.") JR Jaime R. Desarrollador de automatizaciones Enterprise (\> 1000 emp.) 6/17/2026 "Easy to handle and with very useful tools for development." 4.5/5 What do you like best about Creatio Financial Services? How manageable it can be and the tools it offers me to be able to develop. Review collected by and hosted on G2.com. What do you dislike about Creatio Financial Services? Integration with other tools can sometimes be a bit difficult Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? More integration tools or easier to apply Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: OrganicAI Translated ![Keval M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keval M.") KM Keval M. Mid-Market (51-1000 emp.) 6/12/2026 "Rapid Development with Easy Setup" 4.5/5 What do you like best about Creatio Financial Services? 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. What do you dislike about Creatio Financial Services? More AI enablement Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? I use Creatio Financial Services for CRM and appreciate its rapid development capability for speed to value. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic MS Marvin S. AVP Database Administration & Application Development Mid-Market (51-1000 emp.) 6/12/2026 "Flexible No-Code Platform with Strong Integration Options" 4/5 What do you like best about Creatio Financial Services? Flexibility of the platform and no code and integration options Review collected by and hosted on G2.com. What do you dislike about Creatio Financial Services? We don’t have it in our tech stack yet so can’t use it yet Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? Replace old CRM system and modernize service processes Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Alex C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex C.") AC Alex C. Manager - Marketing Mid-Market (51-1000 emp.) 6/12/2026 "360° View That Aligns Every Department on the Member Experience" 4.5/5 What do you like best about Creatio Financial Services? The 360 view for all departments. Aligning the organization on a singular member experience. Review collected by and hosted on G2.com. What do you dislike about Creatio Financial Services? Having to create custom fields to match the outputs from the various softwares. Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? Removing silos to increase efficiencies. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Lemuel B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lemuel B.") LB Lemuel B. VP of Technology Mid-Market (51-1000 emp.) 6/11/2026 "Creatio Helped Us Consolidate Data and Create a Seamless Organization-Wide Environment" 4.5/5 What do you like best about Creatio Financial Services? Creatio has helped us consolidate our data and create a seamless environment across the entire organization. Review collected by and hosted on G2.com. What do you dislike about Creatio Financial Services? Slight integration time when initially setting up Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? Consolidation of all our organizational data Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic KK Kylie K. Products & Systems Analytics Mid-Market (51-1000 emp.) 6/12/2026 "Flexible, Customizable Automation with a Powerful Member 360 View" 5/5 What do you like best about Creatio Financial Services? Flexibility and customization, automation and member 360 Review collected by and hosted on G2.com. What do you dislike about Creatio Financial Services? No issues so far. We haven’t found issues. Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? Data organization, with CRM. Marketing/sales and service insights. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") EB Verified User in Banking Enterprise (\> 1000 emp.) 6/11/2026 "Fast, Adaptable Business Flow Design That Gets You Live Quickly" 5/5 What do you like best about Creatio Financial Services? Easyness in design of business flows, speed in built and time to GoLive, adaptability Review collected by and hosted on G2.com. What do you dislike about Creatio Financial Services? Better on-site presence of core Creatio implementation team in critical moments would be a plus. Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? Sales growth, operational efficiency, customer experience increase, marketing campaign execution. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") AB Verified User in Banking Mid-Market (51-1000 emp.) 6/12/2026 "Easy No-Code Navigation and Great Visuals, but Some Features Need Enhancements" 3/5 What do you like best about Creatio Financial Services? Easy to navigate with no code. Great visuals Review collected by and hosted on G2.com. What do you dislike about Creatio Financial Services? Too many features don’t work as well as their advertised or need enhancements to work as intended Review collected by and hosted on G2.com. What problems is Creatio Financial Services solving and how is that benefiting you? Streamlining data and identifying areas of growth and helping us help our customers Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/creatio-financial-services/pricing) ##### ##### Creatio Financial Services Features Content Automation Platform Additional Functionality Dashboard Cloud Platform Reporting and Analytics Reporting Customer Support Case Management Knowledge Base [ View More Features ](https://www.g2.com/products/creatio-financial-services/features) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) ##### Explore More [Which civil engineering design tools have the strongest stormwater and drainage analysis capabilities for firms doing land development and site design?](https://www.g2.com/discussions/which-civil-engineering-design-tools-have-the-strongest-stormwater-and-drainage-analysis-capabilities-for-firms-doing-land-development-and-site-design)[Is MedTrainer worth it as a provider data management platform for mid-size healthcare organisations, or does a lighter credentialing tool cover the same ground at lower cost?](https://www.g2.com/discussions/is-medtrainer-worth-it-as-a-provider-data-management-platform-for-mid-size-healthcare-organisations-or-does-a-lighter-credentialing-tool-cover-the-same-ground-at-lower-cost)[Best software for conducting user research in digital agencies](https://www.g2.com/discussions/best-software-for-conducting-user-research-in-digital-agencies) [What corporate volunteering platforms work well for a company that wants donation matching and volunteer tracking in one place rather than two separate tools?](https://www.g2.com/discussions/what-corporate-volunteering-platforms-work-well-for-a-company-that-wants-donation-matching-and-volunteer-tracking-in-one-place-rather-than-two-separate-tools)[What's the leading project management software](https://www.g2.com/discussions/what-s-the-leading-project-management-software)[Which K-12 SIS platforms work best for small private schools that need attendance, grades, tuition, and parent messaging in one system?](https://www.g2.com/discussions/which-k-12-sis-platforms-work-best-for-small-private-schools-that-need-attendance-grades-tuition-and-parent-messaging-in-one-system) [Show MoreShow Less](javascript:void(0);)