Tuesday, 23 June 2026 11:55 AM
Company Update
70+-year-old community institution moves to deliver personalized, data-driven member experiences at scale
ROCK HILL, SC / ACCESS Newswire / June 23, 2026 / Acting on a long-term strategic plan to modernize the member experience, Sharoniew Federal Credit Union is proud to announce its partnered with Creatio, an AI CRM and workflow platform.
Rooted in the credit union philosophy of "people helping people," Sharonview is deeply committed to the financial wellness of its members and the broader communities it serves, with corporate initiatives focused on mental health awareness, hunger relief, and support for unhoused populations. To meet evolving member expectations and facilitate growth, Sharonview set out to find a platform that could give its teams the tools to serve members with greater precision, consistency, and care.
Sharonview selected Creatio to connect departments and processes, and bring key workflows into a single, unified environment. With a 360-degree view of the member relationship now within reach, the credit union is positioned to better understand member needs, tailor communications to individual goals, and create the kind of coordinated, cross-departmental experience that a modern financial institution demands.
"When it came down to it, Creatio was second to none in what we were looking for," said Helen Griffith, Vice President of Marketing at Sharonview. "The integration across departments allows our teams to do more and better connect with our members. We will have the flexibility and ability to improve our ability to better connect and meet members where they are - that is what this is about. We are looking forward in a meaningful way."
For Sharonview's marketing team in particular, the opportunity is significant. With access to real-time member data and a clearer picture of member intent and their life stage, the team can move away from broad, assumption-based communications toward a more targeted, meaningful approach.
"What excites me most is that we will finally be able to speak to what our members actually want, rather than assuming that people in the same age-demographic are going through the same things," said Griffith. "Every member comes to us from a different place in life, and Creatio will help us meet them there."
"Sharonview Federal Credit Union embodies what the credit union movement stands for - a genuine commitment to the people and communities they serve," said Andy Zambito, Global Chief Sales Officer at Creatio. "Their decision reflects a clear-eyed understanding they need the tools to know their members more deeply and engage with them in a way that is timely, relevant, and personal. We are proud to support that mission."
About Sharonview Federal Credit Union
Sharonview Federal Credit Union is a member-owned financial institution founded in 1955 and headquartered in Fort Mill, South Carolina. With branches across the Carolinas, Sharonview serves communities with a full range of financial products and services. Sharonview's mission is to help every member achieve financial freedom-meeting them where they are in life and supporting them at every stage of their financial journey.
About Creatio
Creatio is an AI CRM and workflow platform where people and AI agents work together with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.
Contact: Madison Cockfield [email protected] 843-495-6161
SOURCE: Sharonview FCU