Partner3 live webinars, then an in-person executive session in Charlotte, NC.
Three working webinars build the picture — what agentic CRM and no-code automation actually change inside a financial institution. The fourth session moves it from concept to plan, in person, in Charlotte.
Three live webinars across October and November, each with time for questions from people running the processes.
An in-person executive session in Charlotte for leaders ready to look at their own institution's processes.
Leave with a candid view of where AI and automation pay off in your operation, and where they don't yet.
Select any webinar to open its full agenda, minute by minute. Register for a single session or for all three.
Part 1 · For banks and credit unions on Salesforce Financial Services Cloud or a legacy CRM
For institutions frustrated with cost, complexity or slow time-to-value from their current CRM. We look at the hidden cost of legacy banking CRM, what "AI-native" actually means for a bank or credit union, and rebuild a real banking process live.
Part 2 · Why banking AI projects stall — and what implementation-first looks like for a financial institution
For institutions evaluating AI and CRM investment — a platform-agnostic look at why most bank AI pilots never reach production. We dissect three real failure patterns, show what an implementation-first approach looks like in a regulated environment, and build a working banking AI agent live in the session.
Part 3 · For risk, compliance, IT and operations leaders alongside business stakeholders
For existing customers and serious evaluators past the "what is Creatio" stage. We go inside AI Studio and Bank.AI — two live agent builds, then a deep dive on the governance, observability and audit trail that make an agent production-ready in a regulated institution.
The in-person culmination of the series
An in-person working session for financial-services leaders who want to move from exploring AI and Creatio to applying it inside their own institution. Attendance is by request — submit a request and the NXTERIS team will follow up with details.
Register once for all three webinars and we'll send a single confirmation with every date and join link.
Banks, credit unions, insurers, and other financial-services institutions — teams weighing how far AI and automation can go inside a regulated operation.
Owns the processes the series is about.
Origination, decisioning, and servicing workflows.
Platform strategy, integration, and build-vs-configure decisions.
Member and customer experience programs.
Contact center, onboarding, and back-office teams.
Auditability, controls, and consistent process execution.
Turn account and policy onboarding into a guided, tracked process instead of a folder of forms and follow-ups.
Automate the routine steps in servicing requests so your team spends time on the exceptions.
Bring accounts, products, interactions, and documents into a single customer or member profile.
Processes that record who did what, when, and why — without asking staff to remember to log it.
No-code process design means your own team can adjust a workflow as products and rules change.
Summarization, drafting, classification, and agentic assistance targeted at real operational bottlenecks.
Creatio pairs a no-code process platform with AI and agentic capabilities. Across the series we look at where each one fits inside a financial institution's operating model.
AI agents that work alongside staff inside the CRM rather than sitting in a separate tool.
Design, change, and version business processes without writing code.
A consolidated profile across products, channels, and history.
Guided account, membership, and policy onboarding with tracked handoffs.
Origination-to-funding workflows with tasks, documents, and approvals in one place.
Routed, SLA-aware service requests across channels.
Consistent, recorded process execution with controls built into the flow.
Quote, bind, endorsement, and claims workflows configured to your operating model.
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NXTERIS is a Creatio PartnerThe webinars answer "what is possible." The in-person session in Charlotte on Wednesday, November 11, 2026 asks a harder question: what should your institution actually do first? It's a working session for leaders who want to apply Creatio and AI inside their own operation.
We start from how your institution actually runs — products, channels, controls — not from a generic CRM demo.
Senior, US-based consultants who have delivered CRM and process change before, not a handoff to a junior bench.
NXTERIS is a Creatio partner focused on pairing the platform's no-code automation and AI capabilities with disciplined delivery.
We configure for handover, so your team can keep changing processes after we are gone.
No. The three webinars are free to attend. The Charlotte executive session is also at no cost to invited attendees.
No. Each session stands on its own, and you can register for one, two, or all three. The series is designed so the three build on each other, so attending all three gives the fullest picture.
We plan to make recordings available to registrants. If you register and cannot attend live, we will follow up after the session.
Financial-services leaders who want to move from exploring AI and Creatio to applying it inside their own institution. Attendance is by request — submit a request and the NXTERIS team will follow up with details.
The venue is being finalized and will be announced to confirmed attendees.
Email the events team at events@nxteris.com and we will get back to you.
Registration takes under a minute and there's no cost to attend. Questions about the series? Email events@nxteris.com.
