Client Servicing
Back-Office Agent
Trask Client Servicing Back-Office Agent helps back-office teams handle high volumes of client requests, complaints, and operational tasks quickly and consistently. It classifies incoming requests, validates the required information, and supports decisioning end to end, so teams can keep service levels under control even during demand spikes.
Everything runs inside your secure environment, with your business rules, approval process, and audit requirements in place.
The result: faster resolution, fewer backlogs, more consistent decisions, and better control over back-office operations.
Best fit: Designed for all industries.
Faster case handling reduces processing time.
Automates repetitive back-office steps so teams focus on cases that need judgment.
Reduces decision variance across shifts, branches, and reviewers.
Keeps turnaround times stable during demand spikes, without extra headcount.
Client request enters via standard front-office channels – branch, internet banking, call center, mobile, partner and is added to a unified queue with attached documents.
Agent validates attached documents and case data against internal records, flagging missing or inconsistent inputs before classification.
LLM-based classifier assigns the case to the appropriate outcome path. Low-confidence cases route to a human reviewer with the gathered context.
Agent executes the decision through existing back-office APIs: posts entries, updates records, triggers downstream workflows, notifies dependent systems.
Customer notified. Full decision record logged and archived for audit. Case posted to the unified queue for the responsible team.
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We’ll test the agent on your back-office process and show how it helps resolve cases faster, reduce backlogs and keep service levels under control.