AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
US
GB
Pricing model
Freemium
Contact for pricing
Pricing
Not given
Outcomes-based pricing model where customers pay only for successful query resolutions. Integration options include day 1 value on Intercom, Zendesk or Freshdesk, typically delivering 20-50% resolution rate for easiest queries, or more comprehensive integration achieving 80-90% handling time automat
Key features
Persistent agent memory across runs
Runs headless on Linux without user interaction
Task tree with webhooks and event triggers
Multi-machine mesh networking
Local dashboard at app.adi with hot-reloading
End-to-end dispute automation with evidence gathering and chargebacks
Collections agent for account arrears with personalized outreach
KYB automation with document verification and business checks
Insurance claims intake and processing
Customer service agent with conversation memory and action execution
Procedural agent controlled in plain language without coding
Built-in financial services compliance guardrails
Omnichannel support across phone, chat, email, SMS and social
Real-time monitoring and performance tracking
Multi-language support with same quality and compliance
What makes it different
Runs entirely on your machine with no cloud dependency or account required
Source code is public and can be read, built and modified for your own use
Full operational depth covering back-office work that other AI agents avoid
Consistently higher CSAT than human teams with 98% customer satisfaction
No platform fees - pay only for successful query resolutions
Seamless integration with existing platforms without replatforming
ADI
Gradient Labs