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Creatio commits $300 million through 2028 to its banking offering, sharpening its challenger position against Pega and the CRM majors in regional banking. The News On September 22, 2026, C reatio announced a $300 million investment in Creatio Bank.AI , its offering for banks and financial institutions, to be spent from 2026 through 2028. Creatio describes itself as an AI CRM and workflow platform where people and AI agents work together . The release names two investment areas. The first is product and AI development: pre-built banking agents across three domains Creatio calls Growth , Service and Operations , plus continued work on AI Studio , covering no-code agent design, centralized AI governance, integrations, security and observability. The second is AI adoption and enablement: training programs, AI accelerator workshops, industry-specific guidance and expanded channel delivery capabilities for implementation partners. Creatio states that its financial services vertical grew 48%...

Every AI CRM vendor selling into 2026 has an AI agent story by now. The differentiator is no longer whether agents exist, but who is allowed to build the next one, how long that takes, and what happens to the bill once it works. For decades, CRM has promised growth and mostly delivered data entry, decaying from a system of action into a system of record. The agentic shift changes that, and with it the questions buyers should ask. Let’s put Creatio's AI CRM to those questions, following a deal from lead to order to see how much orchestration ships out of the box and how much a revenue team must assemble. The findings are published in full in my report, AI CRM for Revenue Growth : Inside Creatio's AI-Native No-Code Platform . The company behind the platform Creatio is a privately held, AI CRM and no-code workflow automation company headquartered in Boston, founded in 2014 by Katherine Kostereva , who remains CEO. It ran as bpm'online until a 2019 rebranding, bootstrapped ...

The news On June 25, Creatio announced the launch of version 8.3 of its platform, dubbed as the “Twin release”. The release features new prebuilt role-based AI agents, a unified conversational interface, and AI-powered no-code development tools. These new capabilities are natively embedded into the core of the platform. According to Creatio, the "Twin" release reflects the company's vision of AI as a collaborative force within the enterprise. Katherine Kostereva , CEO at Creatio, stated, “ Our approach is human-centric. With this release, we continue to expand our AI-native platform, placing unified, actionable, and composable AI automation at the very core of Creatio. The 8.3 release takes our AI automation to a new level, empowering organizations to transform processes and deliver results like never before. ” Key innovations in this release include Natively Embedded AI and a Unified Conversational Interface : The 8.3 "Twin" Release advances Creatio's AI...

The news I had the pleasure of spending two days at the Creatio NoCode Days in the Ritz-Carlton in Orlando, together with customers, partners and some fellow analysts to learn about what is new and to generally learn more about Creatio itself. The event itself showed a very vibrant community of customers and partners. On topic, in a nutshell, the event was all about whether and how AI reshapes business software, its creation, deployment, use and the corresponding impact on a business’s ecosystem. Creatio reiterated its four pillars of having AI at the core, AI being actionable, creating unified data through AI and offering a composable architecture, demonstrating this with four core agents, the marketing, sales, service, and studio twins, and how they help users become more efficient. Based on these pillars, Creatio enables customers to have fast turnaround times when implementing necessary changes. This drives a high user adoption and satisfaction plus a low total cost of ownership....