The Revio Insight Agent answers questions about customers, accounts, opportunities, and competitors in plain English — every number pulled by a real query against your data, with the date range stated. No ticket, no queue, no SQL.
Your data can answer almost any question about your book. Getting the answer is the part that takes three weeks.
The data team means well, but the queue is deep. By the time the report lands, the meeting happened and the decision got made without it.
"Which of my customers pay a competitor's card?" isn't a tile on any dashboard. The question you have today is always one filter away from impossible.
ChatGPT doesn't know your customers. An assistant without your transactions, opportunities, and portfolios is a demo — not a tool.
These are prompts the agent ships with — not aspirations. Ask them on day one.
Full customer context before every conversation.
"I have a meeting with Samuel Mathis. Pull up his full profile — accounts, opportunities, competitor relationships — and help me with talking points."Cross-sell gaps, found by describing them.
"Show me customers with a commercial loan over $200,000 and no checking account — with the summary data."Who to call before the window closes.
"Show me customers with loans maturing in the next 120 days. Also show me the summary."Segment comparisons without a BI project.
"Compare consumer checking customers with direct deposit versus without — show the summary data for both."Who's winning your customers' business.
"Search competitors related to cryptocurrency exchanges — Coinbase, Binance, Kraken — and rank them by opportunity volume in the last 12 months."It knows the manual, too.
"How do I share an audience with my team?" · "What does an underutilized DDA mean?"Six conversations, six jobs done — each one grounded in queries against the bank's own data.
| Held-away | Volume | Provider |
|---|---|---|
| Mortgage payments | $8,400/yr | Rocket Mortgage |
| Investment transfers | $2,100/mo | Fidelity |
| RM | Opportunities | Held-away |
|---|---|---|
| M. Gonzalez | 18 | $6.2M |
| N. Woods | 14 | $4.8M |
| J. Ramírez | 11 | $3.1M |
| Borrower | Balance | Matures |
|---|---|---|
| Apex Plaza LLC | $2.1M | Sep 15 |
| Northshore Development | $1.4M | Oct 3 |
| Sunset Retail Group | $780K | Nov 20 |
| Competitor | Customers | Volume |
|---|---|---|
| Coinbase | 214 | $4.2M |
| Kraken | 61 | $1.1M |
| Binance | 48 | $890K |
Conversations are persistent, personal, and shareable — a growing library of answered questions, not a chat that evaporates.
Identity scoping — say "I'm a relationship manager" and every answer narrows to your portfolio or branch
Full-conversation memory: follow-ups, drill-downs, and side-by-side comparisons in one thread
Pin the threads you reuse; search everything you've ever asked
Share a conversation with your team — they can fork it and continue their own way
Every number the agent gives you was pulled by a real query against your bank's database — never generated. And it tells you exactly which data it used.
One agent, one permission model, one audit trail — three places to use it.
Chat lives in the dashboard, next to your signals, audiences, and customer cards — with saved conversations one click from the data they reference.
See it liveThe MCP server puts the agent inside any MCP client — ask about your book from the AI tools your team already uses.
Explore the MCP ServerInstallable as a Creatio.ai skill — pull profiles, opportunities, and competitor context without leaving the CRM your RMs live in.
Ask about it in a demoThirty minutes with a product specialist. We'll put the agent on a realistic book and let you ask it what you'd ask your data team — then show what your own data would look like behind it.
Live conversation — your questions, not a scripted click-through
How grounding works: tools, data boundaries, and what the agent refuses to guess
Access control, logging, and AI budgets for your compliance team
We'll email you within one business day to set up a time. It's a 30-minute call — bring your questions.