AI agents for financial services customer operations
Free assessment to determine if Claude Cowork is right for your work
Stage
Startup
Not given
Founded
2024
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Based in
GB
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Pricing model
Contact for pricing
Free
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
Free two-minute assessment with five-step process
Score out of 100 across five result bands
Adaptive follow-up questions based on initial answers
CLAUDE.md business brief file for any AI tool
FIRST-TASKS.md file with first three actionable tasks
Shareable score card with no personal information
Thirty-day retake comparison feature
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
Assessment built by someone with thirty years of enterprise software and business building experience
Generates files that work in any AI tool, not locked to Claude Cowork
Gradient Labs
Cowork Score