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Podcast

How AI agents surface growth opportunities and better serve customers

Brought to you by: Creatio Americas Inc

Creatio is an AI-native CRM and workflow automation platform where people and AI agents work together, with no limits on users, agents, workflows, or scale. AI agents work on two fronts at once: surfacing and acting on growth opportunities across sales and relationship management and absorbing the service and operational work that consumes the team's day. Because the customer record and the process live in the same place, agents can be coordinated across a whole journey like onboarding, lending, servicing, campaigns rather than scripted onto isolated tasks, and business teams can change what agents do without a development cycle.

Speakers:

  • Chris Jackson, Product Manager, Creatio
  • Theresa Wendhausen, VP, Partner Network, ABA