Offers from client events in Creatio
Turns client events in Creatio into compliant offers and qualified conversations.
Used in these recipes
Problem
FCA-regulated investment manager: campaigns for regulated products, run by a small marketing team — every offer needs eligibility, consent and disclaimer checks by hand.
Solution
The agent watches Creatio for client events, drafts the offer and qualifies the reply. Creatio stays the source of truth. Works with Creatio Next Best Offers, your product catalog and email in Outlook or Gmail.
The model
Writes the offer and qualifies the reply.
Code
Checks eligibility, consent, frequency caps and disclaimers.
A practitioner
Compliance signs off the templates; an adviser owns the conversation.
On Creatio, we build it with: Sales Agent · product catalog and Next Best Offers — see Creatio's built-in AI agents
Reference architecture
Offers go out only inside the rules compliance approved
Offers from client events · Creatio · reference architecture
- Systems · Creatio + yours Client event renewal · rate change · usage
- → Rules check
- Practitioner · approves Compliance signs the templates
- → Rules check approved templates
- Code · decides Rules check eligibility · consent · caps
- → Draft offer
- Model · judges Draft offer next best offer · template
- → Offer sent sent
- Systems · Creatio + yours Offer sent logged in Creatio
- → Adviser qualified reply
- → Outcome tracking outcome
- Practitioner · approves Adviser owns the reply
- Code · decides Outcome tracking accepted · declined · why
- → Rules check tunes the rules
- Creatio
- Creatio agent
- Marketplace
- DigiTeam
Key deliverables
- Event triggers in Creatio: renewals, rate reviews, cross-sell moments, inbound leads.
- Offer drafting agent working from compliance-approved templates.
- Rules check as a Creatio business process: eligibility, consent, frequency caps, disclaimers.
- Reply qualification and hand-off to an adviser.
- Every offer and reply logged in Creatio.
Results
19% shorter sales cycle.
Asked for by 7 financial-sector accounts: renewals, rate reviews, cross-sell, inbound leads.
Results come from this module as we've delivered it, across platforms. Your Creatio version is adapted to your setup.
Start with one client event.
One event — say, renewals — live in your Creatio, with a fixed scope. Templates, rules and who signs off are settled before we build.