Solutions built
for your ops team

Matterway is a universal tool used across industries and functions,
with its strongest foothold in banking, financial services, and procurement.

Explore use cases

Banking

Insurance

Financial Services

Procurement

Sales & Customer Service

Human Resources

Healthcare

Travel

Telecommunications

Solutions

Banking

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Insurance

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Financial Services

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Procurement

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Human Resources

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Sales & Customer Services

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Healthcare

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Travel

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Telecommunications

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Results you can expect

Deploying the Assistant leads to measurable improvements:

Higher throughput
with fewer
resources.

Faster processing
times

Lower error
rates and rework

Stronger SLA compliance

Through fewer errors and less rework.

See Matterway in action

Explore real-world examples in the Matterway use case gallery.

Request a demo Explore use cases

Banking

Matterway mainly accelerates anti-money laundering and KYC teams, but it's also frequently used for loan and mortgage operations as well as end-of-month reconciliations.

Exemplary Use Cases

Account Reconciliation

Compliance Checks

Know Your Customer (KYC)

Mortgage Processing

Regulatory Reporting

Sanctions Screening

Anti-Money Laundering (AML)

Daily Management Reports

Loan Processing

PEP Screening

Repairing Wire Transactions

Statement Reconciliation

Use Case Spotlight

Handling Time Reduction

12 → 4 Minutes

PEP Screening

Investigate transactions that have been flagged as having politically exposed persons (PEP) involved and decide whether the transaction should be approved or rejected.

Insurance

Matterway frequently helps manage customer policies - such as renewals and modifications that require review. It also assists with the classification of incoming unstructured documents from doctors, clients, and third parties.

Exemplary Use Cases

Claims Intake

Document Classification & Upload

Patient Form Creation

Policy Issuance

Policy Renewals

Claims Validation

Legal Notice Creation

Policy Change Requests

Policy Migration

Quote Creation

Use Case Spotlight

Handling Time Reduction

12 → 4 Minutes

Insurance Policy Renewal Generation

Review & calculate policy renewal premiums for property & casualty insurance, considering various factors.

Financial Services

Matterway handles monitoring of suspicious account activities, related screening processes, and review and reconciliation of financial data.

Exemplary Use Cases

Back Tax

Data Integrity Validation

Open Payments Processing

Reconciling Investor Accounts

Refund Checks

Unusual Activity Reporting Triage

Customer Due Diligence

Non-Escrow Loan Conversion

PEP Screening

Redemption Orders

Sanctions Screening

Use Case Spotlight

Handling Time Reduction

40 → 13 Minutes

Unusual Activity Reporting Triage

Review reports of unusual customer activity by investigating account & transaction data, and route them to the appropriate expert team for further action.

Procurement

Matterway simplifies supplier document handling and helps administer purchase orders and pricing data. Most German car makers, including Porsche and Volkswagen, are customers using these capabilities.

Exemplary Use Cases

Approval Process handling

Compliance & Risk Assesments

Part Change Management

Purchase Order Administration

Supplier Data Management

Delivery & Capacity Management

Classifying & Uploading Supplier Price Data

Price Change Management

Purchase Request Administration

Supplier Nomination

Use Case Spotlight

Handling Time Reduction

Coming Soon

Classifying & Uploading Supplier Price Data

Extract, enrich, and classify unstructured supplier price datawith the assistance of AI, then align it with a master component database for final upload.

Human Resources

Matterway streamlines employee lifecycle data delivery, mobility requests, and training assignments.

Exemplary Use Cases

Absence Management

Candidate Sourcing

Employee Exit

Job Offer Creation

Mobility Requests & Relocation

Assignment of Trainings

Employee Entry

Employee Transfers & Changes

Learning Administration

Use Case Spotlight

Handling Time Reduction

45 → 12 Minutes

Purchase Trainings for Employees

Review training requests for employees, register them in the HR Suite, and finally purchase the training on the company’s intranet platform

Sales & Customer Service

Matterway speeds up quote creation and handles complex customer requests requiring investigation across multiple systems.

Exemplary Use Cases

Change Request Management

CRM Updates

Invoice Process Handling

Order Intake & Confirmation

Quote & Proposal Generation

Unified Search

Contract Changes

Inventory & Capacity Checks

Issue & Complaint Handling

Price & Data Lookup

Refund Issuing

Use Case Spotlight

Handling Time Reduction

24 → 9 Minutes

Sales Quote Generation

Generate contract renewal quotes by reviewing the customer’s eligibility for discounts by looking at various data sources.

Healthcare

Matterway helps healthcare back offices speed up the data intake from third parties as well as follow-up processing.

Exemplary Use Cases

Accounts Receivable Management

Create Patient Form

Claims Register & Processing

Data Entry & Management

Intermittent Time Tracking

Medical Billing & Coding

Medical Record Review

Medical Billing & Coding

Medical Record Review

Patient Service & Support

Triage Services

Work Bench Indexing & Upload

Use Case Spotlight

Handling Time Reduction

Coming Soon

Travel

Matterway simplifies the processing of complex customer queries, significantly shortening handling and turnaround times. This ensures a smooth customer experience.

Exemplary Use Cases

Availability Checks

Booking Confirmations

Group Booking Management

Issue Resolution

Lost & Found Management

Refund Processing

Passenger Complaint Investigations

Rate Monitoring & Adjustments

Request Monitoring

Travel Document Verification

Use Case Spotlight

Handling Time Reduction

Coming Soon

Telecommunications

Matterway streamlines the delivery of customer support processes in telecommunications, ensuring smooth customer experience through prompt issue resolution.

Exemplary Use Cases

Access Compliance Review

Account Suspensions

Assisted Retention Offers

Billing Dispute Resolution

Bundled Service Provisioning

Complex Complaint Resolution

Customer Onboarding

Order Management Exceptions

Service Migration Requests

Service Restoration

Use Case Spotlight

Handling Time Reduction

Coming Soon

Solutions builtfor your ops team

Solutions built
for your ops team