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Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a focus on maximum freedom for users through AI-driven automation.
- Headquarters
- Boston, MA
- Founded
- 2014
- Employees
- 1001-5000
- Funding
- Series D, $200M ($268M total)
- Last researched
- Jul 21, 2026
Products
- Financial Services CreatioPrimary
A comprehensive banking CRM and workflow platform that automates customer-centric operations and front-office tasks on a single screen.
Credit UnderwritingTool1 of 2 capability facts - Creatio AI Agents for Banking
AI-powered autonomous agents designed to work with human staff to scale banking workflows and customer engagement.
Workflow & AutomationAi agent1 of 3 capability facts - Creatio Product Fulfillment
Specialized workflows for the fulfillment of financial products including deposits, lending, credit cards, and mortgages.
Workflow & AutomationTool - Financial Services Creatio - Customer Lifecycle
End-to-end workflows managing the customer journey from onboarding and marketing to service and contact center operations.
Individual IdentityTool
Capability coverage· 2 of 5 facts across 2 controls across 4 products
- Fraud Prevention1 of 2
- Automated Channel Delivery1 of 3