Solutions Metrix

Customers expect fast, clear answers, especially at moments that matter.

But when SMS, calls, and emails live in separate tools, conversations get fragmented, automation breaks, and teams spend time logging instead of engaging.

The Twilio SMS/MMS Connector for Creatio changes that by embedding two-way SMS and MMS directly into the CRM.
✔ Messages are logged automatically
✔ Workflows can trigger SMS
✔ Conversations stay tied to customer context

From appointment reminders to service updates, everything happens in one place.

Learn how CRM-native text messaging simplifies communication in our blog article [link]

See you at ABA Conference for Community Bankers in Orlando ☀️

Solutions Metrix will be on-site in Orlando, FL, Feb 15–17 for ABA’s Conference for Community Bankers. Stop by Booth 313 to say hello.

Nicolas Bohly, Isabel Rios, and Brian Buzak will be there, excited to learn from community bank leaders and keep sharpening how we help banks unify data, improve operational efficiency, and deliver more seamless customer experiences through CRM strategy and digital ex*****on.

If you’re attending (or will be in Orlando), comment or DM us, we’d love to say hello and find time to connect!

🚀 Product Spotlight: Symitar® Membership Agent for Creatio
Credit unions and community-focused financial institutions aren’t short on data, they’re short on clarity.

Member information lives across the core, CRM, and third-party platforms that don’t naturally work together. The result? Teams spend time hunting for answers while members wait for faster, more personalized service.

That’s where AI changes the equation, not by replacing your systems of record, but by acting as an intelligence layer that turns fragmented data into clear, actionable insight for the teams serving members every day.

We just launched our first AI-powered product: the Symitar® Membership Agent for Creatio. Built on large language models (LLMs), it lets staff ask plain-English questions and instantly surface, summarize, and contextualize member data — reducing screen-hopping and enabling more informed member conversations.

While this release is purpose-built for Symitar environments, it reflects a bigger direction we’re investing in. Whether your core is Jack Henry Symitar, Fiserv DNA, CSI, or another platform, we’re building a scalable portfolio of AI agents to unify fragmented data, unlock real-time insight, and drive smarter, more personalized experiences.

The future isn’t about collecting more data.
It’s about delivering the right insight, at the right moment, at scale.
Explore our AI-powered solutions on the Creatio Marketplace: https://marketplace.creatio.com/app/symitarr-membership-agent-creatio

We make banking make sense. CU around! 🧡

A boat party in December?? ❄️
Absolutely. And we loved every second of it.

Our team bundled up, braved the Montreal cold, and spent an unforgettable evening on a holiday cruise! We dressed to the nines, welcomed SMers from around the world, and shared an incredible moment together out on the water. ✨

First, a huge shoutout to our amazing HR team, Mayssa Ghoul and Ozan Yalçın, you outdid yourselves! This night was truly special thanks to you. 🙌

It was the perfect way to close out 2025: we danced, enjoyed delicious food and drinks, and took the time to celebrate a year full of growth, milestones, and shared success.

Now, we’re raising a glass to 2026, to new wins, bigger goals, and the continued growth we’re building together. 🥂

Cheers to what’s next!