Symitar® Membership Agent for Creatio

Member Insight Engine for Creatio revolutionizes how credit unions and financial institutions interact with member data. By seamlessly connecting with Symitar core banking systems through our robust connector, this agentic AI solution automatically aggregates and intelligently summarizes comprehensive member information—including account details, loan portfolios, deposit balances, transaction history, and next best actions—into easy-to-read, contextual summaries.

Designed specifically for financial services professionals, this add-on eliminates the time-consuming task of manually reviewing multiple systems and screens. Within seconds, relationship managers, member service representatives, and lending officers gain a complete 360-degree view of each member's financial relationship, empowering them to have more informed conversations, identify cross-selling opportunities, and provide exceptional personalized service.

The solution leverages advanced AI to not only summarize data but also highlight key insights such as recent activities, account status changes, recommendation opportunities, and financial trends—all presented in a clean, professional format directly within your Creatio workspace.