AI agents for financial services customer operations
Not given
Stage
Startup
Startup
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 (with own API keys or starter credits), Plus $25/mo ($14.50 credits), Pro $50/mo ($38 credits), Studio $100/mo ($85 credits), Max $200/mo ($180 credits). Top ups from $5 to $200.
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
Integrates with 43 MCP connectors and plugins from Claude, Codex, and Cursor
Real-time interaction while agent works without requiring approval clicks
Media creation including image, video, and 3D model rendering in Blender
Available on desktop, iPhone, Chrome extension with synchronized memory across devices
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
Checks her own work and refuses false claims before reporting results
Integrates seamlessly with your existing tools and workflows across 40+ services
Gradient Labs
Mori