AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
GB
Pricing model
Freemium
Contact for pricing
Pricing
Free trial: $100 in credits, no credit card required. Plus: $30/user/month with $30 usage included. Pro: $100/user/month or $200/user/month with corresponding usage included, each with pay-as-you-go beyond included usage.
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
Browser automation and computer control
Agentic apps built automatically without coding
Integration with frontier AI models from multiple providers
Works across team communication channels like Slack, Email, and Telegram
Media generation with 300+ image, video and audio models
Autonomous 24/7 cloud execution
Pre-built agent templates for sales, operations, marketing and support
Sandboxed agent execution with permission controls
Comprehensive audit logging of all agent actions
Open source and self-hostable under MIT license
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
No coding required to create and deploy agents
Shared team workspace for managing multiple AI agents together
Built-in safety and security with sandboxed execution and full audit trails
Agents run autonomously 24/7 in the cloud with scheduled and event-based triggers
Open source with option to self-host on your own infrastructure
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