BANKING & FINANCE

Autonomous AI Customer Support for Banking

Resolve account issues, fee disputes, and customer requests instantly - while maintaining regulatory compliance, audit trails, and secure operations. Transform support into a trust-building advantage that reduces costs and drives lifetime value.

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THE BANKING DIFFERENCE

The highest standard of CX in Banking

Fusing deterministic rules and ironclad guardrails with LLM reasoning to bring support automation that satisfies both regulatory compliance and CX quality.

Autonomous Shopper & Policy Match Diagram

Customer interactions must balance regulatory scrutiny (KYC, AML, data protection, fair lending) and quality CX.

Shopper Ticket Solution Qualification Diagram

Integrating data and tone across web, mobile app, branches, and call centers for one seamless customer experience.

Select & Deploy the Winning Solution Diagram

CX execs must bridge siloed data, fragmented tools, and multiple vendors while leading digital transformation.

Workflows Powering Every Resolution Diagram

When banking feels like a commodity, a personalized relationship and experience earns customers for life.

AI CUSTOMER SUPPORT IN BANKING

How Notch Resolves Banking
Customer Support at Scale

An AI platform engineered for financial services that masters your policies,
integrating with core banking systems, and delivering secure, auditable
support across every customer interaction.

Autonomous Player & Policy Match Diagram

Player Ticket Solution Qualification Diagram

Workflows Powering Every Player Resolution Diagram

Authenticates the customer, identifies the account, and detects the issue: from transaction dispute, account access, to payment failure Notch applies the right policy. Every decision is explainable and aligned with your bank's compliance rules for auditable, accurate resolution.

Once a policy is set, requirements are gathered automatically: from the conversation, transaction history, or follow-ups. Each decision is explainable and tied to your bank's policies for precise, governed resolution.

When requirements are met, the solution executes automatically, initiating provisional credit requests, restoring account access, or expediting card replacements via API workflows, with agent escalation only when needed.

Workflows Powering Every Player Resolution

Behind every ticket, parallel workflows verify customer identity, retrieve transaction data, coordinate with fraud systems, and execute back-office tasks to ensure fast, accurate, and compliant resolutions that protect customers and your institution.

WHERE NOTCH LEADS

Built for Financial Services Complexity

Banking Customer
Support Expertise

Process Disputes Instantly

Gather transaction details, verify customer information, and initiate provisional credit workflows while maintaining complete audit trails.
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Restore Account Access

Handle password resets, authentication issues, lost/stolen reports, and travel alerts through secure APIs while coordinating fraud systems and keeping customers informed.

Compliance & Operational Scale

Absorb Ticket Surges

Handle massive spikes during fraud incidents, outages, or launches without adding headcount while maintaining service quality and regulatory compliance.

Enterprise-Grade Security

SOC 2 Type II certified with deterministic rules, complete audit trails, and explainable AI that fully comply the evolving regulatory requirements.

Built for Compliance & Security

Audit-Ready Operations

Granular visibility into every AI decision with full audit trails, explainable reasoning, and compliance logging for regulatory review.
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Secure by Design

SOC 2 and ISO 27001 certified infrastructure with encrypted integrations, ensuring customer data never leaves your secure environment.

Replace the CS grind with autonomous precision

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Our Commitment

30% of tickets autonomously resolved within 90 days.

BANKING SUPPORT QUERIES

Resolving the Toughest Banking Customer Tickets

Consideration Phase Support

Assist prospective customers with comparing products, understanding eligibility, and getting started — driving higher conversion rates and reducing acquisition costs.

Onboarding Support

Guide new customers through account activation, first deposits, payments, and app navigation to increase product adoption and reduce early-stage churn.

Everyday Banking

Support daily financial activities like card use, transfers, and bill pay — improving customer satisfaction while lowering service cost and response time.

Security & Resolution

Handle business-sensitive cases like fraud alerts, disputes, and account recovery with speed and transparency — improving trust while meeting highest regulatory standards and reducing operational overhead.

SECURITY & GOVERNANCE

Built for Regulation & Compliance

01

Guardrails

Deterministic rules govern when and how AI can respond, back office actions to execute and escalation logic.
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02

Audit trail

Granular visibility into each decision made by the AI and why, logged for compliance and QA.

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03

Secure by design

Data protection and regulatory compliance built into every layer. Encrypted API integrations; policyholder and claims data never leaves your environment. SOC 2 and ISO 27001.

04

Customizable

Configure policies according to specific variables (regions, customers, products). Define escalation logic, and approval flows tailored to your processes and compliance needs.

05

Supervision

Guardrails keep your agent on-topic, while real-time monitoring and QA workflows let your team review and understand every AI interaction.

NOTCH AGENT PLATFORM

How Notch Powers Autonomous Banking
Tickets from Start to Finish

Trained For Your Banking Products

Notch learns your product portfolios, authorization hierarchies, fraud protocols, and compliance policies—applying granular rules across checking accounts, credit cards, loans, and investment products.

Deploy & Scale Safely

Launch with conservative policies and expand autonomy as confidence builds—starting with low-risk tickets and progressively handling complex scenarios while maintaining security and compliance standards.

Governed Autonomy

Autonomously process provisional credits, account unlocks, and fee waivers within defined authorization limits—while deterministic rules and escalation policies ensure every action aligns with compliance requirements and risk thresholds.

Continuous Learning

Notch adapts to new products, policy updates, and emerging fraud patterns—improving resolution accuracy through ongoing optimization while your team retains full visibility and control.

OPEN CAPABILITES

THINK BIGGER

Executive Corner

Expert Banking Partner

Beyond AI agents: We implement, optimize, and manage your support lifecycle across the full customer journey. We bridge legacy systems, fragmented tools, and multiple vendors while leading your digital transformation with compliance-first design.

TRUE Resolution

We don’t just automate, we resolve. Every ticket closed, every KPI met, with accountable ownership from day one. Our TRUE™ model ensures you pay only for cases resolved autonomously.

Lower Cost to Serve

Scale support without adding headcount. Reduce the operating expense ratio while lifting service speed, quality, and revenues.

Fastest Time-to-Value

From kickoff to measurable results in weeks, not months. Banking support that moves as fast as your business.

“We’re building the future of autonomous SaaS support - partnering with forward-thinking executives to make it real today.”

Conversion Rate

0

Added FTE Headcount

50%

Faster Resolution

Replace the CS grind with
autonomous precision

Book a Demo

Our Commitment

30% of tickets autonomously resolved within 90 days.

Privacy Policy Terms of Use Security System Status

Autonomous AI Customer Support for Banking

The highest standard of CX in Banking

01Compliance without friction

02Omnichannel complexity

03Legacy technology

04Relationships, not transactions

How Notch Resolves Banking Customer Support at Scale

Detect

Gather

Execute

Resolve

Built for Financial Services Complexity

Replace the CS grind with autonomous precision

Our Commitment

30% of tickets autonomously resolved within 90 days.

Resolving the Toughest Banking Customer Tickets

Consideration Phase Support

Onboarding Support

Everyday Banking

Security & Resolution

Built for Regulation & Compliance

Guardrails

Audit trail

Secure by design

Customizable

Supervision

How Notch Powers Autonomous Banking Tickets from Start to Finish

Trained For Your Banking Products

Deploy & Scale Safely

Governed Autonomy

Continuous Learning

Executive Corner

Expert Banking Partner

TRUE Resolution

Lower Cost to Serve

Fastest Time-to-Value

“We’re building the future of autonomous SaaS support - partnering with forward-thinking executives to make it real today.”

Our Success Stories

Guardio Resolves 20,000 Ticket Backlog in Days with Notch AI

Yves Rocher Doubled Support Capacity With Zero Hiring

MAËLYS Delivers Premium Support at 50% Lower Cost with Notch

How Theo Grace Transformed Mother's Day Into a Strategic Win

Delivery Updates Help The Conscious Bar Cut Refunds by 40%

Rubbit Hits 4.95 CSAT While Automating 80% of Tickets

Idyl Achieves 42% Conversion Lift with 24/7 AI Support Agent

Replace the CS grind with autonomous precision

Our Commitment

30% of tickets autonomously resolved within 90 days.

End-to-end automation for your customer support.

How Notch Resolves Banking
Customer Support at Scale

How Notch Powers Autonomous Banking
Tickets from Start to Finish

Replace the CS grind with
autonomous precision