AI agents for financial services customer operations
Turn your team's best AI workflows into approved skills people can use inside the assistants they already have
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
Not given
Pricing model
Contact for pricing
Free trial
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 during public pilot. Paid plans not yet available.
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
Shared skill catalog with approvals and versioning
GitHub-backed skills and automatic releases
Support for Claude, ChatGPT, Cursor, Codex, and Gemini
Role-based access and audit-ready governance
Adoption measurement and rollout tracking
Full version history and one-click rollback
Skills with context files and scripts
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
Non-technical teammates use skills by name without learning prompt engineering
GitHub as single source of truth for technical teams
Measure real adoption with joined, connected, and activated metrics