Creatio, a provider of enterprise customer relationship management (CRM) and workflow automation software, announced a $300 million investment from 2026 through 2028 in Creatio Bank.AI, its offering for banks and financial institutions.
The investment comes as financial institutions accelerate their adoption of artificial intelligence and demand for Creatio’s platform continues to grow, with the company's financial services vertical expanding 48% year-over-year. The $300 million commitment will fund product innovation while expanding the deployment capabilities and partner ecosystem needed to drive AI adoption at enterprise scale.
Creatio has built relationships with financial organizations including Nasdaq, First National Bank of Pennsylvania, Metro Bank, MetLife, CEC Bank, OTP Bank, National Bank of Panama, and ESL Credit Union.
"The next generation of banking will be built around people and AI agents working together across customer and operational workflows. Our $300 million investment in Creatio Bank.AI will accelerate this transition, giving financial institutions the technology, industry expertise, and partner ecosystem to adopt AI faster and at enterprise scale," said Katherine Kostereva, CEO of Creatio.
Between now and 2028, the company will accelerate the development of its Bank.AI platform by combining its CRM infrastructure with pre-built banking agents. The platform targets three core domains: growth agents to handle customer acquisition and onboarding, service agents to resolve customer requests, and operations agents to automate compliance, regulatory reporting, and mid-office work. Creatio will also advance its AI Studio, enhancing no-code designers for enterprise agents, centralized governance, and system observability.
To support the technology rollout, Creatio is expanding its AI activation programs for customers and partners. The company is deploying dedicated training programs, accelerator workshops, and industry-specific guidance to equip implementation partners with the expertise required to launch banking workflows.
As part of this rollout, the company launched the Bank.AI hub, a dedicated destination for financial services executives. Creatio will also host a digital event on September 24 covering practical use cases, followed by the Bank.AI Summit in Chicago on October 27 to discuss enterprise transformation.
