Digital transformation in financial services has never lacked ambition. But execution often falls short. Complexity builds, timelines stretch, and customer-facing teams are left waiting for tools that actually make their work easier.

The upcoming Creatio Financial Services “Twin” Release, launching virtually on July 22, 2025, introduces a model that challenges that cycle. It offers something practical and immediate: pre-built automation, AI-enabled assistants, and no-code configuration, all designed for the financial services sector.

This is not just a product update. It signals a shift in how customer experience, operations, and compliance can be delivered faster and more effectively. At B-TRNSFRMD, we believe this release is worth the attention of any CX or transformation leader looking to modernize with purpose.

What Is the “Twin” Release?

Creatio’s “Twin” Release is built for banks, credit unions, and financial institutions that are ready to move beyond pilot projects and into execution. The platform introduces:

• A suite of pre-configured workflows for core financial services functions, including onboarding, account opening, credit card servicing, loan management, and customer complaint handling
• AI-powered role-based assistants, called “Twins,” that support employees across service, sales, compliance, and operations
• A no-code configuration environment where business teams can update and launch new workflows without writing code
• A platform that integrates CX, operations, and compliance, reducing the need for disconnected systems or manual handoffs
• Native compliance-aware automation, designed to align with data and regulatory standards common in financial services
  

The tools are designed to be usable immediately. The workflows are already mapped. The AI is embedded. The goal is simple: to help teams act faster with fewer blockers.

Why It Matters for CX and Ops Leaders

Across financial services, there’s a growing need for platforms that reduce operational drag and give customer-facing teams the tools they need to respond in real time. The “Twin” Release responds to that need.

Here’s what it offers from a leadership perspective.

1. Speed Without Starting from Zero

Most platforms advertise speed. Few deliver it. What sets this release apart is its starting point. By including pre-built workflows that are specific to financial services, institutions can move directly into value creation.

Processes for account servicing, product upsell, fraud resolution, and more are available out of the box. This reduces design time and eliminates the need for third-party templates or consultants to get started.

Teams can deploy what’s there and refine over time. That’s a more practical way to approach transformation.

2. Control Moves to Business Teams

One of the long-standing challenges in enterprise automation is the overreliance on IT. This release shifts responsibility closer to the teams who own customer outcomes. With natural language configuration and no-code tools, CX and operations leaders can build or adapt workflows directly.

They can align digital processes with customer needs without lengthy backlogs, change requests, or technical bottlenecks. This shift empowers rapid iteration based on what’s happening on the ground.

3. AI That Assists, Not Overcomplicates

AI is often marketed as a disruptive force. But the real need in financial services is augmentation. Creatio’s “Twins” are role-aware AI agents that help staff prioritize tasks, generate insights, suggest next steps, and automate routine work.

Each Twin is aligned to a specific function—such as a service agent Twin that assists with case resolution, or a compliance Twin that flags risk-related issues. These agents are integrated into the workflow, not bolted on as a separate tool.

This kind of embedded intelligence helps teams work smarter without needing to adopt an entirely new system.

What You’ll See at the Launch

Event: Creatio Financial Services “Twin” Release
Date: July 22, 2025
Time: 10 AM EDT / 4 PM CET
Format: Online
Registration: Register here

At the event, expect:

• Live demos of real-world banking and credit workflows
• Walkthroughs of how AI Twins function across different roles
• No-code configuration examples, showing how quickly changes can be made
• Insights from adopters already using the system in production
• Q&A with Creatio product experts and industry practitioners

For those working in transformation or service delivery, this is a chance to see how technology can reduce cycle times, support staff, and improve customer outcomes.

Why It Matters

At B-TRNSFRMD, we advise financial institutions on how to modernize without overengineering. Our focus is on helping leaders deliver customer value at scale, through technology that is easy to adopt, manage, and evolve.

This release aligns with that approach. It avoids complexity and focuses on real business outcomes.

Here’s what we’re taking from it:

• Execution is the new differentiator. The ability to move fast, with confidence, is what will separate strong institutions from the rest.
• Simplicity scales better than complexity. A no-code model with AI baked in allows teams to deliver consistent experiences without heavy infrastructure.
• CX transformation belongs to the business. When tools are easy to use and aligned with real workflows, ownership can shift from IT to the people who know the customer best.

Even if Creatio is not on your radar, the principles behind this release are relevant: faster processes, smarter support, and tools designed to fit the way teams actually work.

Final Thought

Technology should support transformation, not slow it down. Creatio’s Financial Services “Twin” Release shows what’s possible when platforms are built with speed, usability, and industry context at the core.

As financial institutions continue to evolve under pressure—from regulators, customers, and markets—the ability to move from idea to execution quickly will become a core business capability.

This release offers a clear example of what that future could look like. It’s worth your time.