AI agents for financial services customer operations
Enterprise AI agents for regulated industries including insurance, healthcare, and financial services
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
GB
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
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
Selma AI Sales Agent - increases quote conversions
Rhea AI re-engagement agent - recovers 20% of lost quote journeys
SAFER framework for secure, transparent and compliant operations
Enterprise-grade safety controls for regulated industries
Handles quotations, policy questions, policy changes, re-engagement and claims automation
Custom agent development capability
Rapid deployment - results in weeks from discovery to live
Real-time interaction data analysis for continuous optimization
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
Purpose-built for insurance with proven deployment across dozens of customers
Regulatory compliance built in from design through operation
Measurable ROI with specific impact metrics delivered in weeks
Full-service deployment from discovery through optimization with customer success focus
Specialized agents with proven outcome improvements across specific insurance functions
Gradient Labs
OpenDialog AI