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5 min
9.02.2025
AI in Finance
AI in Finance: A New Study Reveals How Financial Institutions Can Scale Digitization Without Losing Human Connection
Creatio has published a fresh whitepaper presenting a clear roadmap for banks, credit unions, and other finance organizations looking to grow their digital capabilities—while still preserving the personal touch that customers expect.
The Challenge + The Opportunity
With regulatory pressures mounting and customer expectations rising, many financial institutions are caught between two needs: scaling operations efficiently and maintaining authentic, personalized engagement. The new whitepaper by Creatio addresses just that tension.
What’s Inside the Whitepaper
Key insights include:
- How customer expectations are shifting in an age where AI becomes more commonplace.
- Why combining AI + no-code tools can enable financial services to scale digital processes and preserve human-centered relationships.
- Practical ways to apply agentic, generative, and predictive AI to streamline internal workflows—without losing authenticity.
- Examples of how tech + people can work together to deliver more efficient and still personalized financial services.
Real-World Results
One compelling case in the paper: Ent Credit Union, one of Colorado’s largest credit unions. Using Creatio’s AI-native, no-code platform, they:
- Consolidated disconnected systems into a unified 360° view of their members. creatio.com
- Automated onboarding workflows.
- Implemented AI-driven routing and recommendation systems for over 340 types of cases—all achieved in just 3.5 months.
- ~18.5% increase in new deposit conversion rates
- ~8.5% rise in loan conversions
- About $1.4 million in annual revenue uplift
What’s New from Creatio
To match the demands uncovered in this research, Creatio is introducing a set of enhancements tailored especially for financial services, including:
- Prebuilt, ready-to-use workflows designed for typical financial operations
- Embedded AI agents that work with human teams—boosting productivity without replacing people
- Tools based on no-code architecture so that non-technical users can build, adjust, and manage agentic workflows without writing code.
Download the Whitepaper
If you want the full set of strategies, data points, and use cases, you can download the complete whitepaper: “Staying Human in the Age of AI: How Financial Institutions Can Use AI and No-code to Deliver Authentic Experiences”.
Why It Matters
In a finance world that's moving fast, institutions that find the balance between automation and human centricity will stand out. Creatio’s analysis shows it’s possible to scale, digitise, and innovate, while keeping customers at the heart of the experience.
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Let’s discuss how we can help you transform workflows, boost efficiency, and achieve measurable results.
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