For BPOs

Cut your 6 month project down to

2 weeks

Stay competitive, reduce costs, and optimize any task, for any customer, on any system.

Book a demo to see how
A peek at how the Matterway
Assistant can help you.
Banking
Insurance
Financial Services
Healthcare
Human Resources
Finance
Customer Service
Sales & Marketing
Procurement
Travel
Hospitality
IT Helpdesk
Airlines
Banking
  • Know Your Customer (KYC)​
  • Anti-Money Laundering (AML) ​
  • Compliance checks​
  • Loan boarding & processing ​
  • Account reconciliation ​
  • Daily management reports​
  • Statement reconciliation​
  • Mortgage processing​
  • Regulatory reporting​
Insurance
  • Claims intake​
  • Claims validation
  • Patient form creation
  • Policy migration
  • Policy renewals
  • Policy change requests
  • Legal notice creation
  • Policy issuance
  • Quote creation
Financial Services
  • Refund checks
  • Redemption orders
  • Data integrity validation ​
  • Non-escrow loan conversion​
  • Backtax​
  • Open payments processing​
  • Politically exposed persons check​
  • Sanctions screening​
  • Customer due diligence
Healthcare
  • Intermittent time tracking
  • Medical billing and coding
  • Create patient form
  • Customer service and support
  • Data entry and management
  • Triage Services
  • Census management
  • Patient scheduling
  • Medical record review
Human Resources
  • Employee entry ​
  • Employee transfers & changes​
  • Employee exit​
  • Recruitment
  • Mobility requests & relocation ​
  • Candidate sourcing ​
  • Job Offer creation ​
  • Learning administration ​
  • Assignment of trainings
Finance
  • Unidentified payments ​
  • Dispute handling ​
  • Adjustments ​
  • Regulatory compliance reporting ​
  • Management report creation ​
  • Financial closing assistance ​
  • Tax preparation and filing ​
  • Payroll reconciliation ​
  • Compliance checks
Customer Service
  • Issue & complaint handling ​
  • Refund issuing ​
  • Inventory & capacity checks ​
  • Order intake & confirmation ​
  • Change request management ​
  • Contract changes ​
  • Simplified document generation ​
  • Data lookup ​
  • Unified search​
Sales & Marketing
  • Quote & proposal generation ​
  • Price checks ​
  • Invoice process handling ​
  • Customer data lookup ​
  • Unified search ​
  • CRM lookups & updates ​
  • Personalized follow ups ​
  • Lead qualification ​ 
  • Social media management
  • Campaign management
  • Email marketing
Procurement
  • Supplier nomination ​
  • Compliance & risk assessments ​
  • Purchase request administration ​
  • Purchase order administration ​
  • Approval process handling ​
  • Price change management ​
  • Part change management ​
  • Supplier data management ​
  • Delivery & capacity management
Travel
  • Catalog management ​
  • Campaign management ​
  • Request monitoring ​
  • Booking confirmations ​
  • Availability checks ​
  • Unified search ​
  • Refund processing ​
  • Invoice handling ​
  • Issue resolution​
Hospitality
  • Contract administration ​
  • Complaint handling ​
  • Invoice handling ​
  • Transaction checks ​
  • Rate monitoring & adjustments ​
  • Group booking management ​
  • Regulatory reporting assistance ​
  • Inventory management ​
  • Lost & Found management
IT Helpdesk
  • Incident management ​
  • Compliance request management​
  • Access & rights management ​
  • Patch management ​
  • Backups & data management ​
  • Information asset management ​
  • Network & server monitoring ​
  • Support request handling ​
  • Release management
Airlines
  • Queue monitoring ​
  • Ticket auditing ​
  • ADM handling & investigations ​
  • Schedule change management ​
  • Passenger complaint investigations
  • Fare adjustment recommendations ​
  • Travel document verification ​
  • Aircraft assignment ​
  • Resource allocation assistance
Matterway Intelligent Assistant
Do so much more.
Much more economically.
Meet your interactive screen-aware sidekick
for your front- and back-office agents.
Build unlimited Assistants for
any task, at any time
No complex change to current processes or client IT systems necessary
Achieve new efficiencies for
you and your clients –weekly
Make your
competitors 

envious.
Explore more +
30%
Faster time-to-
proficiency
18%
Efficiency gain
across department
10x
Reduction in
errors
76%
Decrease in
handling time
Explore more +
Leading BPOs
turn 47 minutes into 5
with Matterway.
Boost profitability & margins for lower operating costs
Achieve remarkable efficiencies at an even more remarkable cost.
Remove friction from your agents’ workflows.
The Assistant seamlessly integrates into agents’ daily tasks, removing wasted steps more economically, so agents can focus on more complex decisions.
Easily collaborate across
stakeholders.
The Matterway Platform streamlines the entire process improvement lifecycle–with end-to-end tools from concept to deployment.
Customize
Assistants to
maximize impact.
Flexibly deploy Assistants across any
system your agents and clients already
use thanks to our low-code SDK & no-
code Designer –all without changes
from your clients’ IT.
Boost profitability & margins for lower operating costs
Achieve remarkable efficiencies at an even more remarkable cost.
Speed up time to proficiency
& reduce handling times
Accelerate onboarding and scale quickly to meet evolving customer demands.
Elevate your CX
with faster response times
Free your agents up to engage more meaningfully with customers and deliver exceptional service.
Gain an unfair advantage& innovate continuously
Surprise customers with weekly improvements that your competitors simply can’t match economically.
Remove friction from your agents’ workflows.
The Assistant seamlessly integrates into agents’ daily tasks, removing wasted steps more economically, so agents can focus on more complex decisions.
Speed up time to proficiency
& reduce handling times
Accelerate onboarding and scale quickly to meet evolving customer demands.
Easily collaborate across
stakeholders.
The Matterway Platform streamlines the entire process improvement lifecycle–with end-to-end tools from concept to deployment.
Elevate your CX
with faster response times
Free your agents up to engage more meaningfully with customers and deliver exceptional service.
Customize
Assistants to
maximize impact.
Flexibly deploy Assistants across any
system your agents and clients already
use thanks to our low-code SDK & no-
code Designer –all without changes
from your clients’ IT.
Gain an unfair advantage& innovate continuously
Surprise customers with weekly improvements that your competitors simply can’t match economically.
Book a demo
“The value their Intelligent Assistant
brings is far more superior than what
we’ve ever been able to do before.”
Rajiv Desai
Global Delivery Head

1Point1
IT Security Architect
"Knowing that Matterway adheres to our strict security protocols has made the approval process seamless. It operates within our existing security frameworks, ensuring no data leaves our corporate network. This compliance is crucial for maintaining our security standards while enabling operational efficiency."
Project ManagerGeoffrey Dutranoit
“Within just four weeks we were able to speed up the process by eight times and reduce the handling time from 47 minutes to 5 minutes. We have more than one hundred processes. Of these, the process associated with hiring a new employee is the most difficult for us. It's very time-consuming. Matterway succeeded in tackling our most difficult process.”
Transformation andPEX Leader
“BPO work has evolved from high-volume repetitive tasks, to now automated with complex exceptions that require judgment. Traditional RPAs struggle with this. Matterway's digital assistant model helps associates make faster, informed decisions to address this shift.”
PEX & Digital Transformation LeaderKumar Gupta
“Matterway’s digital assistant helps me do my work and it handles exceptions better because the time to build time to quickly change and adapt is much faster. If I need different bots for different scenarios, I can just build those different skills for the assistant. And the best part is, I control it and execute the digital assistant whenever I want.”
BusinessAnalyst
Mallika Roy
“I have been going through the Matterway onboarding process and I just wanted to express what a brilliant thought it was to create such an automation tool for BA. Totally loving it and you have been fantastic. As a BA we are so stuck in documentation that at times we forget the value proposition that we are offering. This system allows us to contribute more to the service.”
Operations ManagerGaurav Khatpe
“We are grateful to Chaimaa, Kreem, and the entire Matterway team for comprehending and successfully implementing our needs in order to achieve automation for RBS-1 and RBS-2 reconciliation.”
Head of PEXMichael Ramos
“Matterway is included in our overall story on continuous improvement and process optimization, nationwide. The digital assistant is factored into every RFP that we are participating in, and there’s a ton of interest.”
IT Business PartnerEmir Danial
"Matterway has transformed how we support our internal customers. With its quick deployment of skills, we can address many operational needs immediately, leading to happier, more self-sufficient teams. It’s a game-changer, enabling us to balance quick wins with Matterway and long-term development projects, offering a more responsive and effective IT service."
Read more +
Book a demo
Get started in 3 easy steps.
1
Strategy
alignment
We sit down to align your
objectives and expectations to
define your workstreams.​
2
Involve
stakeholders
You invite your delivery leads for
alignment & buy-in so we can
prioritize high-impact
opportunities across your clients.
3
Explore use cases
We kick-off our discovery activities
in the defined workstream to line-
up quick wins that have a big
impact and address your urgent
business needs.
Are you really beating
your competition?
Join leading BPOs already using
Intelligent Assistance to push beyond.
Book a demo
Intelligent Assistance vs. RPA:
What’s the difference?
See the top 3 use case differences.
Use case
Task complexity
Human interaction
Responsiveness
Intelligent Assistance
(Matterway)
Handles nuanced inputs & contextual decisions

Ideal for complex workflows
Excels in interactive &
user-driven tasks
Assistance (automation, UI, guidance, etc.) is provided in
real-time, in context of the user
while working on a task or
system
Intelligent Automation
(RPA etc.)
Best for rule-based, repetitive tasks
No need for human judgment
Effective for independent automation 

Minimal human involvement needed to complete tasks
Suitable for tasks that happen periodically or which can be processed autonomously in the background
Intelligent Assistance
(Matterway)
Task complexity
Handles nuanced inputs & contextual decisions

Ideal for complex workflows
Human interaction
Excels in interactive &
user-driven tasks
Responsiveness
Assistance (automation, UI, guidance, etc.) is provided in
real-time, in context of the user
while working on a task or
system
Intelligent Automation
(RPA etc.)
Best for rule-based, repetitive tasks
No need for human judgment
Effective for independent automation 

Minimal human involvement needed to complete tasks
Suitable for tasks that happen periodically or which can be processed autonomously in the background
“BPO work has evolved from high-volume repetitive tasks, to now automated with complex
exceptions that require judgment. Traditional RPAs struggle with this. Matterway's Intelligent
Assistant model helps associates make faster, informed decisions to address this shift.”
Joseph Mally
Transformation and Process Excellence Leader,
Cognizant
Book a demo
FAQs
What is Matterway?
What do I need to have in place to work with Matterway?
Does Matterway work with my specific software?
To which extent do I need to involve my IT?
How is Matterway different from RPA?
What kind of work can Matterway improve?
How can I be sure that there is enough digital friction?
Which team members should I involve in using Matterway?
Is Matterway secure?
How is Matterway different from Digital Adoption?