AI agents for financial services customer operations
AI BDR that automates outbound sales end-to-end for B2B teams
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
Not given
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
Lead finding and enrichment from 250M+ verified B2B contacts with 22+ data sources
Multi-channel personalized outreach via email and social
Autonomous reply handling and meeting booking
Automatic message testing and optimization
Intent signal-based lead prioritization
Built-in AI dialer for call handling
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
Autonomous execution with human control through customizable guardrails
White-glove support including CSM and forward-deployed strategists
Flexible deployment model running alongside existing stack or as standalone replacement
Automatic message optimization improving performance over time
Gradient Labs