Creatio Renewal Agent
The Creatio Renewal Agent proactively manages the entire renewal lifecycle, helping banks retain customers, grow balances, and reduce operational costs.
How the Renewal Agent Works
Identifies renewal opportunities
The AI agent continuously analyzes customer and product data (maturity dates, contract terms, balances, and eligibility rules) to identify customers due for renewal.
Initiates proactive
outreach
The agent engages customers with personalized, timely communications across their preferred channels.
Recommends the best renewal option
Using predictive and generative AI, the agent proposes the most relevant renewal products and answers customer questions in real time.
Guides customers through completion
Once a product is selected, the agent walks the customer through the required steps, documents, and confirmations.
Updates systems automatically
All actions, decisions, and data updates are synchronized across supporting systems to ensure accuracy and compliance.
Agent Execution Monitoring
Maintain full visibility and control with the Agent Dashboard
Technology Behind the Agent
The Creatio Renewal Agent combines:
Agentic AI
for autonomous execution
Predictive AI
for timing, prioritization, and risk detection
Generative AI
for personalized communication
Omnichannel workflows
for consistent execution
Integrated with Your Systems
The Renewal Agent is designed for enterprise integration and can connect with:
Key Benefits
Reduce customer acquisition costs
Retain and grow existing relationships instead of replacing churned customers.
Lower operational effort
Automate repetitive renewal tasks and reduce manual outreach.
Increase renewal rates
Proactively engage customers at the right moment with personalized renewal offers.
Grow relationship value
Use renewal moments to upsell, cross-sell, and deepen engagement.
Improve customer experience
Deliver timely, relevant, and frictionless renewal journeys.
See the Renewal Agent in Action
Register to review a live demo walkthrough and discover how agentic automation can transform your renewal processes.
