An AI agent that works in your apps, the browser, and any API, running on its own schedule with memory and continuous improvement
AI agents for financial services customer operations
Stage
Startup
Startup
Founded
2025
2024
Based in
KW
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
Connects to 1,000+ apps and APIs
Cloud browser capability
Automations with self-review
Long-term memory that improves over time
Group chats with shared agent
Plain language task description
Lead list building and research
Personalized email sequences
Reply triage and intelligent follow-ups
Live pipeline dashboard and CRM refresh
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 autonomously on its own schedule, even when you're not working
No coding required - describe tasks in plain English
Remembers context and improves performance over time
Independent and self-funded with no outside investors
Designed for non-technical users and small businesses
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
Atmita
Gradient Labs