Deliver hardship support
Connect the customer's circumstances to an approved arrangement and update the servicing records.
Financial Services
Move the customer's case forward. Across the whole bank.
Monarch gives AI access to the core platforms, policy tools, and internal applications behind each customer request. Agents assemble the evidence and carry approved decisions into the systems that administer the account.
Example workflow
A credit review, ready for a decision.
Bring the customer's position and the relevant policy together, so your banker can focus on the decision.
The request
“Prepare this customer's credit eligibility review.”
Establish the position
Retrieve the relevant account, card, and financial records.
Apply the policy
Check the evidence against your criteria and identify missing information.
Prepare the decision
Present an eligibility summary with its sources and any exceptions.
Complete the servicing
Carry the banker's approved instructions into the permitted account and case systems.
The result
A case that moves from evidence to action, with the decision retained by your banker.
Connected systems
- Core banking
- Card platform
- Policy knowledge
- Case management
Across the business
From customer servicing to claims.
Progress insurance claims
Join policy, claim, and repair evidence, then carry the approved next action through.
Complete customer servicing
Coordinate account changes across core systems, internal tools, and customer correspondence.
People in the loop
Your people make the decision.
Monarch brings the case evidence together and carries approved servicing into the right systems. Bankers and claims teams retain policy judgment and customer accountability.
Why Monarch
Use AI across the systems you already have.
Reach beyond public APIs
Discover and verify operations inside legacy and internal applications, using the access your connected accounts already have.
Complete work across teams
Give people shared workflows or personal agents that can take action across the systems behind a business process.
Keep workflows working
Self-healing access repairs and re-verifies affected operations when applications change, reducing the connector maintenance your engineers carry.
Enterprise controls, built in.
Apply your access permissions, require approval for customer-impacting decisions, and retain the evidence your operational and security teams need.
- Access
- Your roles and permissions
- Deployment
- Hosted or customer-cloud options
- Models
- Your approved models
Further reading
Practical guides
Show us where your customer cases stall.
We'll work through a banking or insurance workflow with you and show how Monarch connects the systems, decisions, and actions.
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