Case Study: First United Bank & Trust achieves streamlined banking operations with Creatio

First United Bank & Trust Seamlessly Runs Operations with Creatio's No-Code Platform

First United Bank & Trust, a full-service financial institution with 23 branches and $1.9 billion in assets, was struggling with fragmented customer data and two rigid CRM systems that did not provide a complete view of each relationship. The bank also faced slow, manual reporting, limited integration with other tools, and rising urgency when one CRM announced it would stop updates, making a more flexible solution necessary.

First United Bank & Trust implemented Creatio’s no-code CRM platform with core banking system integration to centralize customer data, streamline case management, improve communications, and enable real-time reporting. With Creatio, the bank now processes about 1,600 cases per month, supports a holistic customer view across departments, and can make changes quickly without lengthy development cycles, improving both operational efficiency and customer service.

First United Bank & Trust

Christopher Bladen

Operations Analyst