AI agents for financial services customer operations
Voice-controlled AI agent for Mac that handles tasks using your existing ChatGPT or Claude subscription
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
SG
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
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
Voice commands with right Command key activation
Email reading and composition
Document conversion (PDF to spreadsheet, etc.)
Web browsing and monitoring
Calendar and task memory
Three times faster than typing with voice input
Support for ChatGPT, Claude, Gemini and multiple AI providers
Zero data retention for voice and text input
Runs on your own AI subscription
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 locally on your Mac instead of in the cloud, keeping files and data on your device
Uses your existing AI subscription so no separate AI costs
Zero data retention and full privacy with everything staying on your Mac
Three times faster than typing with natural spoken requests
Gradient Labs
Nico