AI agents for financial services customer operations
AI agent platform to automate and monetize customer service
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
LT
Pricing model
Contact for pricing
Not given
Pricing
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
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Key features
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
Multi-step case resolution including refunds, subscription changes, order disputes
Native integrations with helpdesk, CRM, order management, billing, and payment tools
Automated escalation to humans for unclear or sensitive cases
Revenue optimization through churn prevention and upselling
Context-aware natural conversation across channels
Support across full customer journey from pre-purchase to retention
Voice, chat, email, and social channels in 90+ languages
Complete decision transparency and traceability logging
Agent Graph visual system with real-time coordination
Forward-Deployed delivery with embedded engineers
What makes it different
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
Resolves up to 87% of support cases and cuts costs up to 60%
Live in weeks, not quarters with no engineering team required
Pre-trained agents arrive with industry knowledge
Full visibility with no black box decisions
Agents reason within guardrails instead of following rigid scripts
Gradient Labs
Ace Waves