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Segments
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Retail Banking
Personalized omnichannel customer journeys
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Commercial Banking
Complex relationships and lending workflows
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Credit Unions
Automation and member-centricity at scale
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Retail Banking
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Grow
Customer IntelligenceAcquisitionExpansion & Retention
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Serve
Contact CenterAccount & Product ServicingCustomer Experience
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Operate
KYC & Fraud PreventionRegulatory & Risk
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Insights
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Case Studies
How banks run AI agents in production
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Thought Leadership
Research on the future of banking
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Events
Webinars, roundtables, and conferences
FeaturedJoin the Bank.AI Summit by Creatio to explore the future of AI in financialservices Chicago, October 27, 2026. Four Seasons Hotel Chicago. -
Case Studies
- About Creatio
Prospecting Agent
Get qualified prospects and book meetings, with research
and outreach handled for you.
The Modern Banking Challenge
Fill the Pipeline Without the Manual Grind
Keep Finding New Prospects
New prospects surface as they appear, with nobody spending a morning on research.
Start with Useful Context
Get prospect profiles built and enriched before bankers review them.
Focus on Promising Contacts
The agent orders the prospect list by fit and estimated conversion likelihood.
Act on Qualified Interest
The agent starts the conversation the moment a prospect meets your criteria.
Sharper Every Quarter
The agent learns from wins and losses, so targeting improves without a reimplementation
Smarter Prospecting
From Cold Lists to a Booked Meeting
Finds the Customers You Want
Internal records, external data, and market signals are matched to your ideal customer profile.
Enriches Profiles Before Contact
The agent fills gaps from credit bureaus, business registries, and public records automatically
Explains Why a Prospect Ranks Highly
Prospects come ranked by fit, and the signal behind each score is named.
Writes & Sends the Outreach
The agent drafts each message around the prospect's industry, trigger event, and channel.
Routes Prospects to the Right Banker
The agent sends each qualified prospect to the manager, branch, or specialist team best placed to win it.
Learns From Every Conversion
Replies and outcomes retrain scoring, so targeting and messaging sharpen each cycle.
Spots Interest in the Replies
The agent watches opens, replies and bounces across email and LinkedIn, and marks which replies are real interest.
Books the Calling Week
The agent fills the week against the calling program and drafts the visit note after each call.
Prospecting Agent in Action
Get a personalized demo to see how people and AI agents grow relationships, enhance service, and streamline banking workflows.