ANZBankingScale · $100K
NAB

The business bank that answers — agentic service for NAB's SME and consumer frontline

NAB's franchise strength is business banking — hundreds of thousands of SMEs whose owners bank after hours and whose service needs mix transactions, lending and payments in ways consumer scripts never fit — layered on a consumer base facing scam anxiety and branch-network thinning; an agentic frontline that resolves routine consumer service in-conversation and gives SME owners transactional, after-hours service in plain language is the service model that matches how NAB's customers actually work, at economics Australian banking labor can't offer.

Entry use case
SME business banking service line
Expected outcome
Resolve routine business-banking service in-conversation around the clock, cutting SME wait times and freeing bankers for lending and relationship work.
Recommended next step
Compliance-first briefing with business-banking and operations leadership: present the bank-grade reference architecture, then scope a Scale pilot on the SME service line.
What we understand

NAB's operating reality

NAB is Australia's largest business bank by lending share, with a full consumer franchise and one of the country's biggest contact-center estates.

Public fact

Australian banks face intense scrutiny on scam response, with reimbursement debates and mandatory-code proposals making fraud-related service volume politically charged.

Public fact

Branch-network thinning — with regional-closure moratorium commitments — shifts structural volume to phone and digital channels.

Public fact

SME owners bank outside business hours; their service needs (payments, merchant facilities, lending questions) queue for business-hours specialist teams.

Reasoned inference

Privacy Act reform and CDR obligations raise the governance bar for any customer-data-touching automation — a compliance-first architecture is the entry ticket.

Reasoned inference

Offshore-processing sensitivities in Australian banking make onshore AI capacity a politically attractive alternative to offshoring service work.

Reasoned inference

Validate with the account team before outreach: Internal AI program scope and which service surfaces are already claimed · SME service volumes and after-hours demand curves · Scam-response volumes and current first-response times · APRA CPS 230 and outsourcing considerations for the deployment architecture

Build vs buy

Why we have a right to win here

Partner-led target

Technically capable but needs industry workflows, integration, acceleration, or managed operations

Evidence: NAB has a large, capable technology organization and active AI initiatives, but its pattern is platform adoption with partners rather than building conversational infrastructure; it needs a partner for banking-grade voice quality, workflow depth and contact-center-scale delivery inside its own governance.

Why they won't build the full stack: Bank engineering is committed to core modernization, payments and regulatory programs; the scam-response and SME service clocks reward production capability now, and a governed platform can be benchmarked inside NAB's AI governance without competing with internal data-science priorities.

What management is signalling

NAB consistently emphasizes its business-banking franchise as the group's growth engine while maintaining cost discipline under competitive margin pressure.

Reported factFY25 annual results · Nov 2025

GTM implication: After-hours SME service capacity directly serves the franchise the strategy prioritizes — pitch the SME line first, not generic consumer deflection.

Scam-response scrutiny and branch-network commitments keep service-channel economics politically visible for all Australian majors.

Inferencepublic reporting and regulatory commentary · 2025

GTM implication: Frame automation as faster protection and better access — onshore AI capacity as the alternative to offshoring pressure, handled carefully.

What already exists (don't pitch this)
  • NAB app with mature consumer self-service
  • Business banking digital channels and specialist phone teams
  • Fraud and scam detection systems with manual response triage
  • Active internal AI and data programs
What customers still can't do end-to-end (pitch this)
  • →After-hours transactional service for SME owners
  • →In-conversation resolution on consumer lines beyond IVR deflection
  • →Instant structured scam-response intake at surge scale
  • →In-language service for multicultural customer segments
Opportunity map

Where agentic communications pays off first

WorkflowWhy it matters hereValueComplexitySpeedChannels
SME business banking service line
Routine business service resolved in-conversation 24/7; bankers concentrate on lending and relationships.
Business customers are NAB's franchise; their routine service (payments, merchant, account queries) queues behind consumer scripts today.
Friction today: SME owners call after hours and hit consumer IVRs; business specialists are scarce and business-hours-bound.
VoiceApp chatWeb
Consumer everyday banking line
Routine consumer banking resolved in-conversation; human care reserved for complex and vulnerable customers.
Card, account and payment queries dominate consumer volume at full Australian labor cost.
Friction today: IVR deflection frustrates; simple requests wait for scarce human capacity.
VoiceApp chat
Scam and fraud response triage
Instant structured intake, immediate protective actions within policy, specialist handoff with full context; response-time metrics transformed.
Scam contacts are surging, emotionally charged and politically scrutinized — speed of first response determines both losses and reputation.
Friction today: Panicked customers queue while losses compound; specialists triage manually.
VoiceApp chat
Watch the change

SME business banking service line: today vs the agentic model

Scenario: A cafe owner reconciling at 10pm finds a failed supplier payment; the agent verifies her, traces the payment in core banking, identifies the cutoff issue, re-initiates it within policy and books a banker callback about the overdraft question — resolved that night, no queue, no branch visit.
Today
same interaction, two worlds
Agentic layer
First-contact resolution
deferred via tickets
in-conversation actions
Platform capability
Cost per contact
$13.50 median assisted
$1.84 median self-service
Benchmark
QA coverage
1–2% sampled
100% scored
Platform capability
Sources & assumptions
  • · First-contact resolution: Process design: agent acts in systems of record
  • · Cost per contact: Gartner customer service cost benchmarks, 2024
  • · QA coverage: Platform capability: every interaction logged and evaluated
  • · Gartner, customer service cost benchmarks (2024): $13.50 median assisted vs $1.84 self-service per contact
  • · McKinsey, digital-first collections research: 20–25% NPL reduction among leaders; up to 40% opex reduction with gen AI
  • · Baymard Institute: ~70% average cart abandonment (meta-analysis)
  • · IAMAI–Kantar via IBEF (2025): 900M+ Indian internet users; 98% consume Indic-language content
  • · LeadSquared and vendor funnel studies: 78% of students choose the first institution to respond (directional, vendor data)
  • · HDI / ITSM operator benchmarks: $15–25 per L1 ticket; 40–60% of L1 volume is resets/status (validate per customer)
  • · Conventional-flow wait times and volumes are typical operator patterns — assumptions to replace with the customer's own baseline
  • · Agentic-flow behaviors (context retention, 100% logging, in-line policy checks) are platform capabilities, not projections
Recommended solution

One integrated stack, opinionated for this account

Channels · Tilicho Labs
VoiceApp chatWeb

Voice & channel orchestration, telephony, conversational execution, session/state, routing, integration build. Capability coverage validated during implementation.

Intelligence · Google Cloud
Gemini reasoningEnterprise groundingWorkflow agentsMulti-agent orchestrationGoverned actionsEvaluation & analytics
Systems · NAB
Core bankingMerchant systemsCRMCard systemsFraud systemsCase management

API access to these systems is the critical-path dependency.

Trust & languages
EnglishMandarinVietnamese

Identity-bound sessions, policy-bounded actions, 100% audit logging, human approvals at defined points, in-tenant intelligence.

Business case

The economics, with your numbers

Addressable monthly interactions2.0M
Seller assumption — replace in discovery
Current cost per interaction ($)$7.0
Industry benchmark scale — validate
Automation / assistance rate (%)55%
Seller assumption — pilot proves this
$14.0M
Current operating cost / mo
$87.8M
Modelled gross benefit / yr
0.0 mo
Payback on Scale
1886%
3-yr ROI (modelled)
Automated/assisted interactions per month1.1M
Modelled AI run-cost per month (usage + cloud, system estimate)$385K
New monthly operating cost$6.7M

All figures are modelling estimates from the labeled inputs above — nothing here is customer-provided yet. The pilot's first job is replacing these assumptions with NAB's measured baseline. Package price covers implementation only; recurring usage billed separately.

Recommended package

Scale — $100K implementation

Scale · $100K · A multi-channel production deployment10–14 weeks to production across priority workflows

Why this package for NAB: SME service plus consumer everyday banking plus scam-response triage are multi-workflow Scale scope with core-banking and fraud-system integration depth.

Included
  • 4–6 channels
  • 2–3 priority workflows
  • Multiple enterprise integrations
  • API credential & security setup
  • Advanced orchestration
  • Multilingual support
  • Agent Assist / human escalation
  • Production analytics
  • Expansion roadmap
Not included
  • ✕Usage & consumption (billed separately)
  • ✕Enterprise-wide governance build-out
  • ✕Multi-BU rollout
Recurring costs (separate from the package)

Packages cover implementation and integration only. Recurring costs are billed separately: Tilicho Labs platform usage (~$0.15/call-min indicative, usage only), Google Cloud consumption, telephony/carrier charges, managed operations, and support & optimization. No package includes unlimited usage.

Customer resources required
  • · API access + credentials for: Core banking, Merchant systems, CRM
  • · A named business owner for sme business banking service line
  • · Security review counterpart and policy sign-off (Core banking scope)
  • · Baseline metrics for the pilot's success thresholds
Executive messages

What to say to whom

CEO

“NAB's strategy leans on being the bank for business; after-hours transactional service for SME owners is the most tangible expression of that promise available at any price.”

CIO / CTO

“A governed agent layer over core-banking APIs with bank-grade evaluation and audit is a bounded, benchmarkable deployment — it extends your platform strategy rather than competing with internal builds.”

COO

“Branch thinning and scam surges are both pushing volume into your contact centers; elastic capacity absorbs structural shifts without the hiring treadmill.”

Head of Business Banking

“Your bankers spend hours on service queries that aren't banking judgment; moving routine service to an agent frontline gives you back relationship capacity you can't hire.”

Chief Risk / Compliance Officer

“Human gates on regulated decisions, scam-response playbooks with immediate protective actions, Privacy Act-aligned processing and 100% logging — conduct evidence at a standard sampled QA never reaches.”

CFO / Procurement

“Cost-to-income discipline meets a measured cost-per-resolved-contact number across the largest service lines — pilot economics against your own baseline before any platform commitment.”

Outreach

Pre-built offer emails for NAB

Written from this account's own research — the strategic signal, the capability gap, the entry workflow, and the modelled economics — not a mail-merge template. Pick the moment and the persona, edit anything, then copy or open in your mail client.

Moment in the deal
Cold outreach — no prior conversation
Who it's addressed to
Cares about: The workflow itself and its daily failure modes
Register
Length
Draft — edit freely before sending
Open in mail client

Customer-safe by construction: drafts are composed only from customer-facing fields. Account tier, build-vs-buy classification, priority score, internal routing, and partner-commercial detail are not inputs to the composer, so they cannot appear in a draft. Money figures are always framed as modelled from the customer's own volumes. Read before sending — you own what goes out.

The pursuit

Tier 2 — high-potential incubation

Why this tier

Australia's leading business bank and a big-four consumer franchise — huge contact volume across consumer and SME lines, heavy scam-response load, and a technology-capable organization that partners for platforms rather than building conversational AI from scratch.

Recommended next step

Compliance-first briefing with business-banking and operations leadership: present the bank-grade reference architecture, then scope a Scale pilot on the SME service line.

Entry: SME business banking service line · Scale package · 10–14 weeks to production across priority workflows. Human fallback throughout; success thresholds agreed before build.

Start the pursuit

Research-based priority-account universe assembled from public information, market scale, communication volume, and solution fit. This is NOT an authoritative list of top Google Cloud customers; existing Google Cloud relationships are noted only where publicly reported. Validate every account with the account team before outreach.