AI agents for financial services customer operations
AI ad operator for Google Ads and Meta Ads that works inside ChatGPT and Claude
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
Not given
Pricing model
Contact for pricing
Freemium
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
Free trial for 14 days with unlimited ad accounts and no credit card required. Paid plans: Starter at $19 per month (2 ad accounts included, $9 per additional account), Business at $39 per month (5 ad accounts included, $5 per additional account), Portfolio at $149 per month (50 ad accounts included
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
Campaign creation and editing paused by default
Daily pacing and delivery checks
Wasted spend detection and keyword blocking
Plain-English reporting
Daily spend cap enforcement
Integration with ChatGPT, Claude, Slack and other AI assistants
Google Analytics 4 and Search Console read-only access
Multi-account management across Google, Meta and LinkedIn
Memory of targets and brand rules
No password required - OAuth-based authorization
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
Works inside ChatGPT or Claude you already use
Campaigns start paused with no way to activate through LoomaScale
Daily spend cap cannot be exceeded
Flat monthly pricing with no percentage of ad spend
Gradient Labs
LoomaScale