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Case Studies
- About Creatio
Retention Agent
Spot signs customers may leave and act earlier with clear reasons
and relevant retention options.
The Modern Banking Challenge
Identify At-Risk Customers and Act Before They Leave
Warning Months Ahead
The agent detects early signs of disengagement, giving your team time to reconnect and strengthen the relationship.
Understand What Needs Attention
Identify whether fees, rates, service, or product fit may explain the risk.
Notice Fading Account Use
Redirected payroll, cancelled direct debits and quiet mobile logins surface as they happen.
Problems Caught Early
The agent clears the unresolved complaint before it becomes a closure request.
Balance Retention Cost and Value
The agent prices each save against the margin that made it worth saving.
Know What Helped Customers Stay
Which interventions saved which customers, and what that returned, stays on the record.
Intelligent Retention
From Warning Signs to a Response
Scores Churn Risk Continuously
The agent rescores every relationship daily as account, digital, and service signals shift.
Reads the Early Signals
Redirected deposits, falling balances, rate shopping and dormant logins all count as signals.
Diagnoses the Root Cause
The agent proactively identifies what drives rising churn risk and alerts the banker with a clear explanation.
Recommends & Prices the Play
Each retention offer arrives ranked, with its reasoning, its cost and its save probability.
Executes Across Every Channel
The save runs through email, SMS, in-app and Voice AI, whichever the customer answers.
Learn Which Responses Work
Save outcomes retrain the model, so prediction and offer selection sharpen each cycle.
Retention Agent in Action
Get a personalized demo to see how people and AI agents grow relationships, enhance service, and streamline banking workflows.