Agentic Matterway Solutions for Banking
Make your banking
back office deliver
without fail
Your operations unit caters to many different customer scenarios. You have the SOPs in place, but it is time-consuming for associates to do everything by the book. Matterway's Agentic Assistant makes it easy to follow process, while reducing handling times across the board.
Talk to a banking operations expert
60 to 85%*
Fewer actions per task
Up to 87%*
Reduction in handling time
4x*
Reduction in error rate
*Average metric improvement across a portfolio of Banking use cases
See how it works in
real banking workflows
Results
Handling Time Reduction
9 → 3 Minutes
Required User Actions
142 → 18 Actions
Annual FTE Savings
8.5 FTE
See full walkthrough
The problem
Associates investigate flagged transactions across a custom KYC system, Zendesk, Google Maps, and SharePoint. Foreign scripts need translation. SOPs change frequently. Each case: ~9 minutes, 142 actions.
With the Assistant
Triggers when the associate opens a new case. Reviews all ticket and CRM data. Translates foreign scripts. Reflects the latest SOPs in context. Uses agentic AI for non-standard research. Drafts a resolution comment for the associate to review.
Repairing Wire Transactions
Failed wires reviewed across a payments portal, LexisNexis, and Outlook. The Assistant retrieves missing data, reflects SOPs in real time, automates data entry.
7 → 2 min
101 → 15 actions
40.8 FTE saved
PEP Screening
Investigate flagged PEP transactions across five systems. The Assistant gathers evidence, highlights mismatches, drafts a recommendation. The associate makes the final call.
12 → 4 min
196 → 23 actions
17.1 FTE saved
Unusual Activity Reporting Triage
Investigate unusual customer activity, review transaction data, route to the right expert team. The Assistant surfaces evidence step by step and drafts the case summary.
24 → 9 min
202 → 27 actions
15 FTE saved
Explore all use cases
Beyond the metrics
We’re talking about outcomes that aren’t just numbers.
Faster agent
onboarding
onboarding
New associates follow the same guided flow as experienced ones. The Assistant reflects the latest SOPs in real time, so ramp-up takes days instead of weeks.
Lower risk of regulatory penalties
Every case follows the current compliance playbook. No outdated SOPs. No missed steps. No manual workarounds that create audit gaps.
Higher associate satisfaction
Less toggling, less copy-paste, less busywork. Associates spend their time on judgment and decisions, not on navigating five systems per case.
Agentic Assistance solution areas
Explore use cases in which human-in-the-loop automation lets you process more
work, with higher accuracy.
work, with higher accuracy.
Screening & KYC
Payments & Transactions
Fraud & Risk
Screening & KYC
Process higher volume at high accuracy. HITL automation makes even edge cases effortless.
Use cases:
Sanctions screening
PEP screening
Transaction monitoring
Customer due diligence (CDD)
Enhanced due diligence (EDD)
KYC periodic reviews
Payments & Transactions
Resolve transactions in an instant, no matter the edge case. Agents are supported through every step.
Use cases:
Wire transaction repair
Payment investigations
Correspondent banking checks
Exception handling
Fraud & Risk
Handle highly complex cases with confidence. SOPs are followed to the dot, every time.
Use cases:
Unusual activity reporting (UAR) triage
Fraud case investigation
Risk event escalation
Case summary generation
Join the world’s leading Ops teams optimizing further
Get a powerful assistant that allows you to boost productivity and unlock hidden efficiencies that would otherwise remain untapped.
Talk to our banking automation expert
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