Open the right case for every flagged call

Many banks already use AI to summarize and score customer calls. The hard part comes after the flag. A call that mentions a disputed charge has to start an investigation on a regulatory deadline, reach the team that owns it and leave a record for examiners. Ethos takes the flags your AI raises and runs the process that follows, with people reviewing the cases that need their judgment.

Start the right process automatically – When a call mentions a disputed transaction or a deposit hold, Ethos opens the right case with its deadline and routes it to the team that owns it.
Review only the calls that need it – Your team sets which cases close on their own and which go to a person, and can change those rules as confidence grows.
Keep agents within approved limits – Each agent can take only the actions you’ve approved, and anything outside those limits goes to a person first.
Show examiners exactly what happened – Every flag, decision and action, by a person or an agent, is recorded in one audit trail.
  • Reg E
  • Reg CC
  • UDAAP
  • Complaints handling
Control Testing
Call Center Review
Change Reconciliation
GenAI Governance
Stablecoins and Digital Assets
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