Trusted by credit unions and
mutual financial institutions worldwide
Book a free 90-minute CRM and data readiness review
In this review, you’ll get:
- A discovery conversation, not a sales pitch
- A chance for us to learn about your business, your pain points and your future plans
- An honest assessment of your readiness to implement and adopt a CRM solution
- A clear view of where you stand and what’s realistic for your organisation
- A recommendation on the right strategy for your situation
- No obligation
You can also download our guide – a straight look at what modernisation without disruption looks like for building societies.
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42 building societies | £525bn in assets | Few on modern CRM architecture
The sector holds 24% of all outstanding UK mortgages. It is too important to stand still and right now, it is standing still.
57% of building society IT budgets are tied up maintaining legacy systems. In-house teams spend most of their time keeping old platforms running, not building better member experiences or building the audit trails that regulators now expect.
Every quarter spent patching ageing infrastructure is a quarter not invested in member retention, operational efficiency or Consumer Duty readiness. The total cost of standing still compounds: licensing, maintenance, manual workarounds, compliance risk.
Digital-first competitors have moved. 100% of them are already on modern, modular CRM architecture. 0% of building societies are.
57%
of IT budgets tied up maintaining legacy systems
#1
AI is now the most prominent technology theme identified by UK building societies
60%+
of building societies are prioritising investment in intermediary-facing digital capabilities over the next five years
Source: Building Societies Report 2025. Whitecap Consulting
We start with your strategy, your data and your member outcomes. Not a platform demo
Salocin Group is a data, digital and CRM transformation partner. Our work with building societies follows a clear sequence: strategy, data, CRM, AI, adoption. In that order, for good reason.
Before any platform conversation, we assess where your data foundations actually are, which workflows will deliver the fastest visible value and what your team can realistically own and operate without depending on a vendor for every change.
That is what the free 90-minute CRM and data maturity review is. A frank assessment of where you are, what is realistic and what the right sequence is for your specific situation. No pitch. No platform demo.
Creatio: One platform, no code, live in weeks
Creatio is a no-code CRM and workflow platform already used by credit unions and mutual financial institutions worldwide. It sits alongside your existing core systems – mortgage servicing, savings admin, branch platforms – and gives your teams the member-facing capability they need without disrupting what is underneath.
5 things that matter for building societies
Lower total cost of ownership
Licensing runs 20 to 40% below legacy CRM platforms. Unlimited users, unlimited workflows, unlimited API calls included. No per-user penalties for scaling. Nucleus Research puts TCO reduction at 37% against comparable platforms.
No code means your team owns the change
Your team configures and evolves the platform. First United Bank, $1.9bn in assets and 23 branches, runs its entire Creatio platform with a three-person internal team.
Live in weeks, not years
Composable, ready-to-use workflows for onboarding, complaints, retention and compliance. ESL Federal Credit Union, $10bn AUM with 1,000 users, went live in four months.
AI built into the workflow, not bolted on
AI agents at the workflow level for vulnerability detection, Consumer Duty evidence and member communications. Governed, auditable and designed for regulated environments.
Works alongside what you already have
Proven to connect with widely used core banking and servicing platforms with no disruption to day-to-day operations.
Proven outcomes
70%
faster new workflow delivery
37%
reduction in TCO vs comparable platforms
30%
tech cost savings with first-year payback
7
legacy systems replaced with one platform
Source: Nucleus Research, 2025
A working prototype in your environment – typically within 8 to 12 weeks
1
CRM and data maturity review (complimentary)
An honest assessment of your current situation, data quality and process maturity. This is where we tell you what we actually think, including if Creatio is not the right fit
2
Opportunity mapping
We identify the two or three workflows where Creatio will deliver the fastest and most visible value. Typically onboarding, complaints handling, retention or Consumer Duty evidence.
3
Proof of value
A working prototype in your environment. You own the platform. Your team runs it. Creatio and Salocin Group support you throughout.
Salocin Group: Big consultancy thinking, without the price tag
We work with Creatio as an implementation and advisory partner. For building societies, we bring specific knowledge of the regulatory environment, the member relationship model and the practical constraints of modernising alongside legacy core systems.
Salocin Group is a data, digital and CRM consultancy. We are advisory-led and data-first, which means the commercial and data questions get answered before any platform decision is made.
Our work in the building society sector is focused on one outcome: a connected member experience that your team can configure, evolve and own.
Case studies
Creatio is already delivering connected member experiences at credit unions and mutual financial institutions worldwide. Here are two organisations that have done it.
The challenge
ESL Federal Credit Union needed to modernise its member-facing operations at scale. With 1,000 users across the organisation and $10bn in assets under management, the requirements were significant: a platform that could handle volume, integrate with existing systems and be deployed without the risk and cost of a full core system replacement.
The outcome
Creatio was implemented and fully live within four months. The organisation now runs composable, ready-to-use workflows covering member onboarding, complaints handling, retention and compliance — all without disrupting the core systems underneath.
4 months
from project start to fully live
1,000
users on the platform at go-live
$10bn
AUM handled across the platform
The challenge
First United Bank, a community financial institution with 23 branches and $1.9bn in assets, needed a CRM platform it could own and operate without ongoing vendor dependency. The requirement was self-sufficiency: a small internal team had to be able to configure, evolve and maintain the platform day-to-day, without the overhead of a large technical resource or a costly support contract.
The outcome
First United Bank now runs its entire Creatio platform with a three-person internal team. The no-code architecture means the team configures and evolves workflows directly, without requiring developer resource or vendor involvement for every change. The organisation owns the platform. The platform serves the business.
3 people
internal team running the entire platform
23
branches served from one platform
$1.9bn
in assets handled across the organisation
The first conversation costs nothing
Book a complimentary 90-minute CRM and data maturity review. You will leave with an honest read on where you are, what is realistic and what the right next step is for your organisation.
