AI agents for financial services customer operations
Create AI agents ready in minutes, no coding required
Stage
Startup
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Founded
2024
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Based in
GB
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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
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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
Create AI agents with custom tone, rules and objectives
Train agents with business context and knowledge files
Publish on multiple channels: web, widget, API, WhatsApp, phone, MQTT/IoT
24/7 automated customer support
Measure and optimize agent performance
Multilingual support without losing context
No coding 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
Deploy first AI agent in under 10 minutes
Free account with no credit card required
Single platform for creation, configuration and deployment
Support multiple agent types for different use cases
Gradient Labs
SayToken