AI-powered membership summarization tool that transforms complex Symitar core banking data into clear, actionable account insights within Creatio CRM, enabling financial institutions to deliver personalized member experiences instantly.

This application will allow you to receive and make calls through Microsoft Teams, as well as view call logs and dashboards.

Offers dynamic row color customization based on set conditions. With easy configuration, adjust colors and add visual enhancements using CSS to elevate your interface and bring data to life.

The Credit Union Package revolutionizes how your credit union interacts with its members. Designed to optimize key operational areas, it leverages automated workflows and pre-built templates to significantly reduce manual tasks and empower your team.

The Twilio SMS/MMS Connector enables sending and receiving SMS and MMS messages via Twilio directly within Creatio, across contact pages, business processes, omnichannel chat, and marketing campaigns.

Symitar® connector for Creatio allows you import Accounts, Names, Shares, Loans and Cards to Creatio. Symitar® is a division of Jack Henry & Associates®.

Unlock the full potential of your financial institution with the Fiserv Premier connector Integration.

New process actions added to process designer, which allows you to create an email activity with different sending options

This software changes browser tab captions for better navigation among pages, streamlining workflow, and saving time.

An add-on for Creatio that enables monitoring of heavy database queries and tracking their execution time with displaying them in a dedicated section for on-site deployments. It helps optimizing queries and identifying potential bottlenecks.