AI agents for financial services customer operations
AI agents to automate B2B sales outreach and lead generation at scale
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
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
Starter: $59/month (billed annually); Growth: $99/month (billed annually); Scale: $149/month (billed annually); Unlimited: pricing not stated. Pricing includes plans with varying features and contact limits. Database credits from $25 per 500/mo, email verification from $10 per 2,500/mo. Additional t
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
Gradient Labs
B2B Rocket