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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
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Case Studies
- About Creatio
Relationship Manager Agent
AI agent that monitors relationships
and recommends next best actions.
The Modern Banking Challenge
More Customer Time with Less Manual Preparation
Less Account-by-Account Review
Check customer activity daily across the portfolio.
Arrive Informed
Get a relationship summary before each conversation.
Reach Out with a Reason
The agent spots activity changes that call for follow-up.
Keep Promises in View
Commitments, reminders, and follow-ups stop living in the banker's head and start being tracked.
Share One Truth Across Teams
Every colleague sees the same agent insight, so the customer meets one bank.
Smarter Relationship Management
From Daily Activity to Useful Conversations
Start the Day Up to Date
Balances, activity, and lifecycle events are read across every connected system each morning.
Get the Context Quickly
The agent combines accounts, conversations, service history, and financial information in one brief.
Choose Who to Contact First
Which follow-ups need attention today comes ranked, with a reason for each recommendation.
Address Signs of Dissatisfaction
Flag retention risks and suggest a response.
Reduce Writing After Calls
The agent drafts the pre-call brief and the follow-up recap around every conversation
Learns From Every Outcome
The agent tracks which recommendations bankers accept or decline and uses that feedback to improve future suggestions.
Relationship Manager Agent in Action
Get a personalized demo to see how people and AI agents grow relationships, enhance service, and streamline banking workflows.