ANZBankingScale · $100K
Westpac

Simpler bank, simpler conversations — an agentic frontline aligned to Westpac's UNITE simplification

Westpac has staked its strategy on UNITE — collapsing a legacy sprawl of systems and processes into a simpler bank — while its customers still navigate a service estate shaped by that very sprawl: multiple brands, queues and handoffs; an agentic frontline that resolves everyday banking and mortgage-servicing conversations against the simplified core as it lands gives Westpac a customer-visible payoff for a largely invisible transformation, at Australian-labor economics that make every automated resolution count double.

Entry use case
Everyday banking and card service line
Expected outcome
Resolve routine consumer banking in-conversation across brands, cutting queues and demonstrating customer-visible simplification while UNITE proceeds underneath.
Recommended next step
Briefing with consumer operations and UNITE program leadership: position the conversation layer against the simplification roadmap, then scope a Scale pilot on the everyday banking line.
What we understand

Westpac's operating reality

Westpac is one of Australia's big-four banks, operating multiple consumer brands, with the UNITE technology simplification program central to its investor story.

Public fact

UNITE aims to radically reduce the number of systems, processes and products — a multi-year program consuming much of the bank's change capacity.

Public fact

Mortgage competition and refinancing waves drive intense servicing and retention conversations in Australia's rate environment.

Public fact

Scam-response scrutiny and hardship-handling obligations make emotionally charged, compliance-heavy contacts a growing share of volume.

Reasoned inference

Multi-brand service estates (Westpac, St.George, Bank of Melbourne, BankSA) likely duplicate service stacks that UNITE will consolidate — a conversation layer can unify customer experience ahead of the plumbing.

Reasoned inference

Branch closures in regional areas remain politically constrained, shifting structural volume to phone channels.

Seller hypothesis — validate

Validate with the account team before outreach: UNITE sequencing and which service systems consolidate when · Internal AI initiatives and claimed service surfaces · Brand-level contact volumes and duplication costs · APRA CPS 230 and outsourcing posture for the 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: Westpac has substantial technology capability but its change capacity is publicly committed to UNITE simplification; it adopts platforms with partners for capability adjacent to the core, and banking-grade conversational AI — voice quality, evaluation, delivery at scale — is exactly such an adjacency.

Why they won't build the full stack: Building LLM voice infrastructure mid-UNITE would compete with the bank's own declared priority for engineering capacity; a partnered, governed platform delivers customer-visible results that make the simplification story tangible without burdening it.

What management is signalling

Westpac has made the UNITE technology simplification program central to its investor narrative, targeting a materially simpler bank with fewer systems and processes over multiple years.

Reported factrecent investor day and results materials · 2025

GTM implication: Sell the conversation layer as UNITE's customer-visible dividend — simplification customers can feel before the core consolidation completes.

Mortgage competition and cost discipline continue to pressure returns across the Australian majors.

Inferencerecent investor communications (validate) · 2025-2026

GTM implication: Anchor on mortgage-retention coverage and everyday-line cost per contact — the two levers the margin story rewards.

What already exists (don't pitch this)
  • Westpac and multi-brand apps with consumer self-service
  • Large contact-center estate across brands
  • Fraud detection with manual response triage
  • UNITE program consolidating systems and processes
What customers still can't do end-to-end (pitch this)
  • →One service experience across four brands' fragmented stacks
  • →In-conversation resolution beyond IVR and chatbot deflection
  • →Full-coverage mortgage-retention conversations in refinancing waves
  • →Consistent, fully-logged hardship and scam intake at surge scale
Opportunity map

Where agentic communications pays off first

WorkflowWhy it matters hereValueComplexitySpeedChannels
Everyday banking and card service line
Routine banking resolved in-conversation with one experience across brands; human care for complex and vulnerable customers.
Card, account and payment queries dominate volume across four brands at full Australian labor cost.
Friction today: Brand-fragmented queues and IVRs; simple requests wait behind complex cases.
VoiceApp chat
Mortgage servicing and retention desk
Servicing questions grounded and resolved; policy-bounded retention with human gates on pricing exceptions.
Refinancing waves make every rate-review call a retention moment with hundreds of thousands of dollars of lifetime value at stake.
Friction today: Rate-review and repayment queries queue for specialists; retention offers depend on who answers.
VoiceApp chat
Hardship and scam-response triage
Immediate structured intake with protective actions within policy; specialists engaged with full context; every case fully logged.
The most scrutinized contact classes in Australian banking — speed and consistency are conduct outcomes, not just service metrics.
Friction today: Distressed customers queue; intake quality varies; documentation burdens compound stress.
VoiceApp chat
Watch the change

Everyday banking and card service line: today vs the agentic model

Scenario: A St.George customer calls about an unrecognized card charge while worried it's a scam; the agent verifies her, checks the transaction against merchant records, identifies it as a renamed subscription, cancels the card's recurring authority at her request and books no callback — because none is needed.
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 chat

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 · Westpac
Core bankingCard systemsCRMMortgage systemsOffer matrixFraud systemsHardship case management

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

Trust & languages
EnglishMandarinArabic

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 Westpac'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 Westpac: Everyday banking plus mortgage servicing plus hardship-and-scam triage are multi-workflow Scale scope, sequenced to land with UNITE's consolidation milestones.

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, Card systems, CRM
  • · A named business owner for everyday banking and card 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

“UNITE's risk is being a transformation customers never feel; an agentic frontline that answers instantly across every brand is the customer-visible proof the simpler bank is arriving.”

CIO / CTO

“A governed conversation layer rides UNITE rather than adding to it — one service experience delivered above the consolidating core, retiring IVR sprawl as systems merge beneath.”

COO

“Change capacity is consumed by UNITE; a bounded frontline deployment delivers service economics now without competing for the program's engineering resources.”

Head of Consumer Banking

“Refinancing season decides your book; grounded rate-review conversations at full coverage — with pricing exceptions gated to humans — is retention capacity you cannot staff.”

Chief Risk / Compliance Officer

“Hardship and scam playbooks executed consistently with 100% logging turn your most scrutinized contact classes into your best-evidenced ones.”

CFO / Procurement

“UNITE's savings arrive over years; measured cost-per-contact reduction on the everyday lines arrives in a quarter and compounds while the program runs.”

Outreach

Pre-built offer emails for Westpac

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

One of Australia's big four, mid-flight through the UNITE technology simplification program — enormous consumer and business contact volume, mortgage-servicing intensity, and a bank whose stated priority is fewer, simpler systems, which a unified conversation layer serves directly.

Recommended next step

Briefing with consumer operations and UNITE program leadership: position the conversation layer against the simplification roadmap, then scope a Scale pilot on the everyday banking line.

Entry: Everyday banking and card 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.