AI agents for financial services customer operations
Understand the process before you hand it to an agent
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
Pricing model
Contact for pricing
Open source
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
Connect to AI agents like Claude, ChatGPT, Cursor and Antigravity
Works entirely on your laptop with no data sent to external servers
Link related records across systems to follow work between them
Interactive analysis with live filtering and view updates
Works with Excel workbooks and CSV exports
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
Runs on your laptop with no software licence fees
Deterministic engine uses minimal AI, keeping costs similar for large and small files
No account or setup complexity needed
Agent helps identify what to export from your systems
Gradient Labs
glasstarn