Resolve the request, update the account
Notch clears routine requests, from income checks to pay schedule changes, and writes changes to the account. Exceptions go to your team with documents and conversation attached. Give your RMs & servicing team back the hours they spend in the inbox.
Agent Use Cases
Close the routine. Escalate the rest.
Verified before the conversation ends
Notch reads whatever the customer sends and cross-checks it against your CRM, core, and loan systems. Your customer leaves with a confirmed answer.
Reads paystubs, statements, and photos by voice, chat, SMS, or email
Verifies income, employment, and pay schedule
Identifies linked-account issues before they cost the customer
Every request ends with the account updated
Once the customer confirms, Notch writes the update to your core system and checks that it took. Nobody re-keys it later.
Updates pay schedules, addresses, and account details
Runs on an agent version your team has tested and approved
Rolls out each new flow in stages after it passes your tests
Your RMs keep the relationship work
Loan status, document, and onboarding questions crowd your team’s inboxes. Notch authenticates the client, answers the routine ones from your systems, and sends anything relationship-sensitive to the right RM.
Authenticates the client before sharing anything account-specific
Answers from approved content and your systems, with the source behind each answer
Routes relationship work to the right RM with full context
Real results
Notch in numbers
“We already had an amazing internal team building AI. Notch worked alongside us, gave us leverage, helped us codify more of our expertise, and allowed us to scale sophisticated workflows faster.”
Florencia Resnik
Vice President, Care and Agentic AI Operations, EarnIn
“The challenge was turning complex SOPs and tribal knowledge, with different rules for every employer and bank, into clear and dependable support. Notch broke it all down quickly.”
VP of AI
A leading financial platform
22M+
Interactions in production
1,000+
Payroll documents processed a week
OUR SOLUTIONS
Tailor-made for client servicing
Customer-Facing Agents
Voice, chat, and email agents that resolve pay schedule, employment, and account requests, confirm each answer with the customer, and write it back to the account.
Internal Intelligence Agents
An AI coworker for service teams that reads paystubs and bank transactions, extracts employer and pay data, and shows the source behind each answer.
Back-Office Agents
Agents that validate documents against the account record, make the change in the back office, and hand anything uncertain to a person with the evidence attached.
AUTONOMOUS ORGANIZATION
Autonomous AI for operations leaders ready to turn complexity into advantage.
Deployed in weeks. Autonomous in months. Compounding for years.
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Deliver better outcomes across every metric that matters
Get more done across every channel, system, and workflow.
Decouple revenue growth from operational cost.
Every action governed, traceable, and audit-ready.