Bank.ai functionality for end-users

Who should take this course

The training program is intended for bank front-line and back-office staff — relationship managers, loan officers, sales representatives, and customer service agents — who use Bank.AI in their daily work to manage customer interactions and banking operations.

What to expect

Participants will start with the fundamentals: an introduction to Creatio and its key terminology, followed by the 360° customer view and households, along with filters, folders, dashboards, and analytics for navigating and interpreting data. From there, the course moves into core Bank.AI functionality — working with documents, products, and contracts, managing cards, bank accounts, and loans, and using programs, leads, and referrals alongside workflows for tasks, referrals, and similar leads. Day three focuses on evaluations and applications, covering the KYC process and AML, underwriting rules, and application flows. The training closes with the Consultation Center and Creatio.ai in Bank.AI, where participants learn the identification process and get an overview of how Creatio.ai supports Bank.AI operations.

Course duration & format

The training takes place over 4 days, 2 hours each session.