AI agents for financial services customer operations
Stage
Startup
Startup
Founded
2026
2024
Based in
FR
GB
Pricing model
Free trial
Contact for pricing
Pricing
€20 per agent per month, or €200 per agent per year (ten months for twelve). Each agent includes 1,000 inference credits per month. Custom plans available for specific deployment needs.
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
Hybrid org chart organizing humans and agents
Human notices system for decisions and approvals
Agent-to-agent communication and delegation
Persistent memory layer across missions
190+ integrations with granular permissions
Scheduled tasks and recurring missions
Voice communication with agents
Projects with shared boards and wikis
Support for multiple AI models and cloud providers
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
Model, harness and cloud are independent choices
Agents can reason beyond tasks and workflows
Unified dashboard for entire AI and human workforce
Human-in-the-loop with automatic escalation
Multiple deployment options including self-hosted
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
Atako
Gradient Labs