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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
Account Servicing Agent
The agent resolves routine account requests independently and routes complex or sensitive cases to staff with full context.
The Modern Banking Challenge
Less Effort for Everyday Account Needs
Reduce Routine Admin
Process address changes, statements, and account updates automatically.
Help Beyond Office Hours
Handle supported requests as they arrive, including at night.
Protect Account Changes
The agent confirms identity, eligibility, and policy before anything is changed.
Systems Stay in Sync
Core and ancillary systems end the day agreeing, with nothing left to reconcile.
Bring Sensitive Cases to People
The agent sends sensitive cases to staff with everything gathered and nothing re-asked.
Smarter Account Servicing
From Account Request to Confirmed Change
Recognizes the Request
The agent takes the request from any channel and works out what is being asked.
Verifies Before Acting
The agent confirms identity and applicable policy requirements before changing records.
Completes Routine Requests Independently
The agent completes routine account changes, issues relevant documents, and notifies the customer once all required checks pass.
Escalates Complex Cases With Context
For complex or sensitive requests, the agent involves staff with the request history, completed checks, and actions already taken
Tracks Service Performance
Monitor resolution times, human handoffs, and the reasons behind them to understand where automation works and where human expertise is needed.
Carries the Thread Across Devices
The thread moves from the phone to the site to a person, and none of it is asked again.
Account Servicing Agent in Action
Get a personalized demo to see how people and AI agents grow relationships, enhance service, and streamline banking workflows.