NXTERIS · Executive gathering
Financial Services
Executive Session
A focused conversation about the future of CRM, AI and automation—with the leaders shaping financial services.
Wednesday, November 11, 2026 / Charlotte, North Carolina
In person. Attendance by request.
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NXTERIS is a Creatio PartnerIllustrative setting · Club to be announced
When
Wednesday, November 11, 2026
Time to be confirmed
Where
Country club · Charlotte, NC
Club details to be announced
Who
Financial-services executives
Banks, credit unions and insurers
The conversation
Step away from the day-to-day.
Focus on what comes next.
Join NXTERIS for an in-person working session in a country-club setting. Bring your institution’s challenges to a candid conversation about where AI and Creatio can make a practical difference.
For executives responsible for operations, lending, technology, transformation, and risk—not just the platform, but the decisions behind it.
CRM that moves work forward
Explore customer and member relationships alongside the workflows that support them.
AI with a practical purpose
Discuss where AI and automation fit within a regulated financial institution.
A clearer next step
Consider your own operating priorities and what makes sense to tackle first.
Creatio for financial services
The platform capabilities we’ll walk through.
Creatio pairs a no-code process platform with AI and agentic capabilities. On November 11 we look at where each one fits inside a financial institution’s operating model.
Agentic CRM
AI agents that work alongside staff inside the CRM rather than sitting in a separate tool.
No-code workflow automation
Design, change, and version business processes without writing code.
Customer & member 360
A consolidated profile across products, channels, and history.
Lending & product fulfillment
Origination-to-funding workflows with tasks, documents, and approvals in one place.
Servicing & case management
Routed, SLA-aware service requests across channels.
Risk & compliance workflows
Consistent, recorded process execution with controls built into the flow.
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NXTERIS is a Creatio PartnerJoin the conversation
We’d like to have you at the table.
Request an invitation and our team will follow up personally. A request does not confirm a seat; venue details will be shared once confirmed.