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Case Studies
- About Creatio
Referral Agent
Grow through introductions by spotting referral opportunities
and tracking the business they bring.
The Modern Banking Challenge
Make More of Your Existing Relationships
Find Introductions Worth Exploring
Every portfolio is scanned for the referral signals nobody has time to spot.
Focus on Promising Referrals
The agent scores each contact by referral value, so bankers work the strongest.
Choose the Right Moment
The agent acts on liquidity events and life moments while timing still matters.
Bankers Stay in Control
Every suggestion arrives with its reasoning, and the banker accepts or rejects.
Know Who Made Every Referral
Each new relationship traces back to its referrer and to the revenue it earned.
Intelligent Referral Routing
From Missed Introductions to Autonomous Referral Growth
Detects Referral Signals Continuously
Liquidity events, sentiment, life moments and outside business activity all read as signals.
Scores Every Referral Opportunity
The agent rates each contact high, moderate, or low referral value.
Tracks Performance in Real Time
The agent shows revenue, conversion, and referral bottlenecks in one clear view.
Brings the Opportunity to the Banker
The agent emails the banker the opportunity, the reasoning, and the recommended specialist.
Saves Time Making Connections
The agent drafts personalized introductions and connects the people involved.
Tracks Referrals & Credits the Introducer
Stalled introductions get a nudge, and the banker who made the introduction is credited before the attribution window shuts.
Tracks Where an Introduction Leads
Watch the agent find an opportunity, brief the banker, and close the referral.
Improves Future Suggestions
Conversion patterns retrain scoring, so the agent asks better with each cycle.
Referral Agent in Action
Get a personalized demo to see how people and AI agents grow relationships, enhance service, and streamline banking workflows.