Rulebase automates QA, compliance, and back-office operations for banks and fintechs.

Instead of manually reviewing a fraction of tickets, Rulebase reviews 100% of customer interactions, automatically flagging service quality issues, SLA breaches, and compliance risks in real time.

About Rulebase

Rulebase is purpose-built for financial institutions that need to scale customer support, meet regulatory standards, and reduce operational costs without increasing headcount. Our platform combines AI automation with domain-specific intelligence for financial services, ensuring every customer issue is reviewed, routed, and resolved with speed and accuracy.

What the platform does

With Rulebase, financial institutions can:

• Reduce escalations by up to 50%

• Automate dispute intake and routing end-to-end across Slack, JIRA, Zendesk, etc.

• Track SLAs across every complaint, flagging risks instantly

• Cut operational costs by up to 70% while improving customer NPS

• Improve compliance by monitoring 100% of interactions for regulatory red flags

• 100% QA coverage for all customer interactions

Data Disclosure

For comprehensive security and compliance information, visit our Trust Center.

Rulebase is built with security, compliance, and trust at its core. We follow strict policies to protect customer data:

• Data Handling: We collect only the minimum data required to deliver contracted services. Customer data is never sold or shared with third parties.

• Model Usage: When leveraging LLMs for analysis, all data is processed in accordance with customer agreements. Sensitive information is redacted where appropriate.

• Retention & Deletion: Data is retained only as long as necessary to provide services or meet legal obligations. At a customer’s written request, data will be deleted or returned within 30 days unless law requires retention.

• Storage & Hosting: Data is stored in secure cloud environments, encrypted both in transit and at rest (AES-256). Services run in isolated Virtual Private Clouds (VPCs) with strict access controls.

• Security Practices: We maintain a dedicated security and compliance team, conduct regular third-party penetration tests, and support SSO and SAML. We also run a vulnerability disclosure program. Security concerns can be reported to security@rulebase.co.

Get started today at https://rulebase.co.