Auditable support agents for banks and credit unions
Omnichannel agents for disputes and support, with an audit trail regulators can follow.
A fintech provider to banks and credit unionsProblem statement
What the client was up against
Banks and credit unions handle disputes, fraud and service requests across chat, email and phone. Every case needs a clean audit trail, which slowed staff down.
Our approach
How we approached it
- Unified intake across channels
- Added agent assist summaries and next best actions
- Built SLA monitoring and audit reporting in from day one
Solution we created
What we built
Omnichannel AI agents that route and summarise cases, suggest next actions to staff and keep a complete audit trail.
Agents in the system
The multi agent team behind it
SourcesCore banking systems, chat, email, phone
Intake agentCaptures cases from any channel
Assist agentSummarises and suggests next steps
Audit agentRecords every action for compliance
People decideReview, approve and act
Intake agentCaptures cases from any channel
Assist agentSummarises and suggests next steps
Audit agentRecords every action for compliance
Core banking systemschatemailphone
What it was built to change
The outcome it is designed for
Faster, more consistent case handling and better compliance readiness.
This is live work without published results yet. We show the problem and the build, not numbers we have not measured.
Client names, detailed case studies, demos and references can be shared on request.
Looking for a similar solution?
Tell us your version of this problem. We will walk you through what we built and what a first pilot would look like for you.
