AI agents for financial services customer operations
AI-native workforce security platform that engages employees directly to close the gap between security findings and verified fixes
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
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
Engage employees directly in Slack or Teams without tickets or chasing
Confirm agent owner and manage full agent lifecycle
Unify signals across devices, behavior, and identity for one workforce attack surface view
35+ native connectors across security and IT tools including CrowdStrike, Okta, Jamf, Tenable, and Microsoft Intune
Automated endpoint vulnerability remediation reaching employees on their schedule
Device ownership mapping and security tooling coverage verification
Role-specific dashboards for CISOs, security engineers, IT teams, and security awareness leaders
AI Agent Studio with visual builder for custom workflows and prebuilt templates
MFA adoption and security policy compliance enforcement through employee engagement
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
Closes the gap between finding and fix by reaching the human who has to act
5x faster remediation compared to ticket-based workflows
94% employee engagement rate across customers
Sits between existing tools and workforce to orchestrate action without disrupting productivity
Measures actual risk reduction rather than just activity metrics like tickets closed or training completed