AI agents for financial services customer operations
AI and automation consultancy that runs SEO as a weekly loop on your search data
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
AU
Pricing model
Contact for pricing
Contact for pricing
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
Fixed monthly scope quoted after a free scoping conversation, sized to business needs
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
Weekly automated content and technical optimization loop
Weekly performance measurement and reporting
Optimization for AI answer engines like ChatGPT and Google AI Overviews
Page structure and technical signals for AI citation
Works on existing websites without rebuild required
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
Built and proven on Hatzify's own website first
No guarantees of rankings but commitment to measurement and transparency
Gradient Labs
Hatzify