AI agents for financial services customer operations
Meeting notes on your own API keys with no bot in your call
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
Not given
Pricing model
Contact for pricing
Paid
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
$3 per month with 14-day free trial, no credit card required. Includes Chrome extension, desktop helper, all transcription and summary features, cloud sync with end-to-end encryption, and support for bring-your-own API keys.
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
Proactive insights citing your indexed files during meetings
Ask questions grounded in your own files with citations
Local vector indexing with on-device embeddings
No third-party bot joins your meeting
Chrome extension for Google Meet and Zoom Web
Bring your own Anthropic and OpenAI API keys
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
No bot in your call—audio streams directly to your OpenAI key, never touching the company's servers
Pay Anthropic and OpenAI directly with no per-seat markup at $3/month versus competitors charging $17+ per user per month
Gradient Labs
AI Assist