Digital Platforms Engineered forBanks and Insurers

From loan applications and digital banking self-service to insurance branches where customers buy and manage their own policies — Creatim has engineered the digital platforms that financial institutions rely on every day.

Abstract image composition depicting finance industry

Our awards

  • Google Certificate
  • Nielson Norman Group
  • Project manager certification
  • IAAP logo
  • SIQ cert
  • IQNET Certificate

What's slowing banking and insurance platforms down?


Most banks and insurers we talk to aren't short on financial products or data. They're short on a digital experience customers trust enough to complete a purchase or application on their own.

 

Legacy banking websites that undersell modern products

Outdated UX and slow-loading loan and product pages push conversion-ready customers back to the call center or the branch — the most expensive channels you have.

Compliance and legal review slows every publish

Marketing wants to move fast; every page touching a regulated product needs legal and compliance sign-off first. Most CMS platforms aren't built with that review chain in mind.

Insurance still gets sold by phone and paper

Policies feel too complex or too sensitive for a customer to quote, compare, and buy on their own — so digital stays a brochure, and every sale still needs an agent.

Growth through consolidation outpaces the digital estate

Banking and insurance groups grow by acquisition and rebranding faster than internal teams can unify the platforms behind them — different CMSs, different UX, different vendors, one brand.

Platform types we've engineered for finance and insurance.

 

Each of these is a production system we've shipped for a bank or insurer — not a prototype.

 

Digital Banking Self-Service Portals

Mobile-first account and product experiences with automatic content personalization for logged-in and logged-out visitors, built on secure frameworks aligned with ISO 27001.

Loan & Mortgage Application Flows

Guided, mobile-optimized forms designed for minimal effort, turning browsing into completed applications instead of abandoned tabs.

Multi-Stage Dynamic Insurance Forms

Purchase flows that adapt in real time to the product selected, so a life policy and a travel policy don't have to share one rigid form.

Digital Insurance Branches

A self-service policy journey — get a quote, buy a policy, and manage or renew it later — largely without an agent, with regulated actions still routed to an in-person or physical signature step where the law requires it.

Our customers

  • Fraport
  • Loftware
  • LN Consult
  • Rexel
  • Porsche Leasing
  • Loterija Slovenije
  • Rekono
  • TPLJ
  • Ministry of Public Administration
  • Ministry of Labour, Family, Social Affairs and Equal Opportunities
  • Norica
  • ACS GIZ
  • Rokus Klett
  • Unior
  • TZS
  • SLOSKI
  • Spirit
  • Primorski skladi
  • Planica
  • Nevron
  • MKL systems
  • Kolektor
  • Podjetniški portal
  • Elektro Gorenjska
  • ACS
  • Infotim Ržišnik Perc
  • Protim Ržišnik Perc
  • Ržišnik Perc
  • e-Študentski Servis
  • 2TDK
  • DRI
  • Domel
  • Cetis
  • Atlas
  • NLB Nepremičnine
  • NLB Skladi
  • Vita življenska
  • BTC
  • ZNS
  • Microcop
  • E3
  • B2
  • DBS
  • Celtra
  • NiceLabel
  • AMZS
  • EKWB
  • SKB Bank
  • STO

Platforms trusted with regulated, sensitive data

 

Banks and insurers don't relaunch every year, and they can't afford a partner who disappears after go-live. Here's why financial institutions keep renewing with Creatim.

 

We deliver solutions, not surprises

Project managers with 25 years of experience, audit checkpoints every two weeks, no mid-project scope surprises.

Transparent communication

A named project manager, reachable by phone, a live progress dashboard, and a clear escalation path.

ISO 27001 security, built for regulated data

 Zero-trust architecture, penetration-tested infrastructure, and GDPR-native EU data residency mean your legal and compliance teams sign off in weeks, not months.

Long-term support

Our work for several banks and insurance companies spanned multiple phases over several years — not a single launch-and-disappear engagement.

Banking & insurance expertise you can count on


Six areas we bring to every regulated finance engagement.

 

Conversion-focused UX for regulated products

Turning loan, mortgage, and policy pages into completed applications, not abandoned forms.

Accessibility & inclusive design

IAAP-aligned, built ahead of regulatory accessibility requirements.

Self-service digital branches

Full purchase-and-manage journeys, modeled on what we built for Vita.

Compliance-ready content governance

Customized, multi-tier CMS approval workflows built for legal and compliance review.

Let's Start

Book a 30-minute call

 

Tell us about your platform situation and we'll match you with the right Creatim expert. If there's a genuine fit, the natural next step is a Discovery & Assessment engagement — a fixed-fee, structured piece of work that gives you a concrete architecture blueprint, a phased roadmap, and a realistic budget envelope you can take to your board.

Book a 30-minute call

Typical response within one business day. All conversations are confidential.

Quick enquiry

A good reputation spreads far and wide

  • In Creatim we have found a partner who provides quality and dependable customer service. Above all, they can connect the dots of interrelated challenges and deliver solutions that add to our customers’ satisfaction.

    Lara Berlec Head of marketing and communications SKB bank
  • With Creatim’s help, we were able to enhance our online sales dramatically. Our new webshop is easy to use and to maintain. We receive nothing but great feedback from our clients. We could not be happier with our new website! Thanks, Creatim!

    Anton Otahall Gyllenhus
  • Thank you, Creatim, for taking the time to understand our issues and deliver a website that supports our mission. Our partnership lasts for almost a decade now, and I’m glad we decided to work with you guys.

    Davorin Smodiš Head of Membership, AMZS
  • We developed a great partnership with Creatim. Their commitment to understanding our business specifics reflects throughout our new intranet and in the positive feedback of our employees. Thanks to Creatim for understanding our needs and for being so supportive and creative!

    Brigita Zorec Head of Corporate Communications, Fraport