Autonomous AI Agents
for Banking Industry

Al Agents that generate personalized renewal offers based
on customer context and needs.

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Employ Skillful Banking Agents to
Outperform Your Competition

Revenue
Generation Agents

Effortlessly generate new business
and retain existing customers.

Retention Agent

Detects early churn signals, triggers retention strategies, and executes personalized actions to protect revenue.

Referral Agent

Identifies referral opportunities, engages customers and employees, and tracks referrals through conversion.

Renewal Agent

Monitors upcoming renewals, generates personalized offers, and guides customers through completion.

Operational
Excellence Agents

Reduce costs and enhance
customer experience.

Customer Onboarding Agent

Validates customer data, runs checks, and pre-verifies documents to speed up approvals.

Loan Preparation Agent

Gathers and structures loan data, validates documents and eligibility, and accelerates loan readiness.

Loan Servicing Agent

Manages loan servicing, automates payments and events, and engages customers with timely updates.

Example of the Banking Referral Agent

Identifies referral
opportunities

Continuously analyzes customer profiles, product usage, life events, and engagement data to detect referral-ready customers.

Scores and prioritizes
referrals

Applies predictive models to rank referrals based on likelihood to convert and relationship value.

Initiates intelligent
handoff

Automatically routes referrals to the appropriate business-line specialist with full context.

Tracks referral
progress

Monitors referral status, follow-ups, and outcomes across teams.

Closes
the loop

Updates CRM and core systems with outcomes, attribution, and revenue impact.

Get a demo and explore all AI Agents for
the Banking industry

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Create your own AI Agent with No-code
Agent Designer

No‑code Agentic Designer

A no‑code environment that allows rapid creation and extension of autonomous agents.

End‑to‑end Agentic Framework

A complete framework for continuous evaluation, tuning, testing, and optimization of agentic solutions.

AI + Workflow Integration

Сombines the strengths of AI with workflow automation to deliver more powerful and flexible solutions.

External Data Management

Provides the ability to work with data outside the Creatio dataset using virtual objects.

Effortlessly Connect
Creatio with the Tools
You Use

Customers Love Us
Because We Care, Genuinely!

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With Creatio our reps can handle requests by viewing a customer's entire policy history holistically. This not only empowers our employees to provide accurate and timely support but also significantly enhances the overall customer experience by ensuring their issues are resolved efficiently and effectively.
Michelle Casaus
AVP of Operations,
Heritage Life
We replaced our previous inefficient solution with Creatio’s modern no-code CRM platform in record time. The platform now powers critical processes for 2,500 employees, enhancing customer experience and delivering operational excellence across the bank.
Estuardo Ruano
VP of Digital
Transformation
Creatio serves as the primary front-office for all our customer-facing processes, empowering us to streamline operations, consolidate applications into a single platform, and significantly enhance the productivity of our employees.
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Constantin Mareș
Chief Digital Officer
Creatio stands out for its exceptional ease of use and rapid setup, and what I appreciate most is the platform's flexibility - it empowers us to implement new functions effortlessly and tailor the system to our needs, all without coding.
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Vazha Mantua
Director of IT at Bank
of Georgia

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with Creatio?

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