WEBINAR RECORDING
Financial institutions don’t lose member trust because their core can’t process transactions. They lose it when experiences across channels feel disconnected, slow, and inconsistent.
Join a live panel with leaders from Solutions Metrix, Creatio, and a Everwise Credit Union as we break down what it really means to treat the core as a system of record, not the system of experience.
In collaboration with
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About This Webinar
This webinar provides a comprehensive catalogue of marketing campaigns deployed in Creatio for real bank and credit union clients. Our consultants walk through the strategy, configuration, and outcomes for each implementation.
Whether you're evaluating Creatio for your institution or looking to expand your existing setup, this session offers a practical blueprint grounded in production deployments.
Campaigns Covered
Each card below represents a campaign topic covered in the webinar, drawn from real-world Creatio deployments across the financial services industry.
Topic 1
Home equity and credit card acquisition email journeys, plus multi-step indirect and checking account onboarding drip campaigns segmented by member geography.
Topic 2
3-month staggered credit card campaigns with multi-criteria segmentation, event promotion with conditional logic, landing pages with member redirects, and a custom unsubscribe web-service for multi-entity opt-in/opt-out management.
Topic 3
Trigger-based onboarding, birthday, and eStatement campaigns — plus integrations with a promotion suite and mobile banking platform, with nightly analytics dashboards.
Topic 4
A full drip campaign library covering escrow, insurance, mortgage payment, tax bills, auto title, HELOC, and credit card journeys — including migration of existing campaigns from a third-party CRM into Creatio.
Topic 5
Campaigns triggered by loan application status, interest-rate-based refinancing eligibility, holiday promotions, mobile app adoption, and key customer dates — powered by third-party loan origination system integrations.
Topic 6
Nurture flow and bulk email configuration, FTP-based daily CSV onboarding automation for Day 1 welcome communications, and pre-built audience segmentation frameworks.
