Agentic Matterway Solutions for Financial Services
Process more transactions, with fewer errors and full oversight
Your back office handles reconciliations, payments, and compliance checks across multiple systems. The procedures are well established, but following every single step accurately takes too long. Matterway's Agentic Assistance keeps associates on process, while cutting handling times significantly.
Talk to a financial services operations expert
Up to 85%*
Reduction in manual actions per task
60-70%*
Reduction in handling time across workflows
3 - 5x*
Improvement in error rate
*Average metric improvement across a portfolio of Finance use cases
See how it works
in real financial services workflows.
Results
Handling Time Reduction
7 → 2 Minutes
Required User Actions
101 → 15 Actions
Annual FTE Savings
40.8 FTE
See full walkthrough
The problem
Failed wire payments need manual repair across a payments portal, LexisNexis, and Outlook. SOPs change frequently. Error codes vary. Each case: ~7 minutes, 101 actions. 98,000 monthly transactions.
With the Assistant
Triggers on a new wire transaction. Reviews the error code, retrieves missing data from LexisNexis in one click, and displays it with a source screenshot for verification. SOPs are reflected in real time. Data entry is automated. When the onshore team needs to be looped in, the Assistant drafts the request. The associate stays in control.
Unusual Activity Reporting Triage
Investigate unusual customer activity by reviewing account and transaction data, then route to the right expert team. The Assistant collects case data, identifies the fraud type, surfaces evidence step by step, and drafts the case summary.
40 → 13 min
15 FTE saved
Explore all use cases
Beyond the metrics
We’re talking about outcomes that aren’t just numbers.
Faster agent ramp-up
New associates follow the same guided flow as experienced ones. Complex multi-system workflows become step-by-step processes from day one.
Consistent compliance
Adherence SOPs change frequently in payments and fraud operations. The Assistant reflects the latest playbook in real time. No outdated procedures. No missed steps.
Stronger evidence and documentation
The Assistant captures source data and screenshots at every step, building a structured audit trail automatically. Associates stay focused on the task while documentation happens in the background.
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 & Compliance
Screening & Compliance
Lending & Data Operations
Payments & Reconciliation
Resolve payments and reconcile accounts faster, no matter the edge case. Agents are supported through every step.
Use cases:
Sanctions Open Payments Processing
Reconciling Investor Accounts
Refund Checks
Redemption Orders
Screening & Compliance
Process, higher volume at high accuracy. HITL automation makes even complex fraud and compliance cases effortless.
Use cases:
Unusual Activity Reporting Triage
Sanctions Screening
PEP Screening
Customer Due Diligence
Lending & Data Operations
Handle data-heavy processes with confidence. SOPs are followed to the dot, every time.
Use cases:
Non-Escrow Loan Conversion
Data Integrity Validation
Back Tax
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 a financial services operations expert
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