AI agents for financial services customer operations
AI revenue operations platform for manufacturers and distributors
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
Pricing model
Contact for pricing
Not given
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
Automated quote generation from RFQs with pricing and inventory matching
Capture requests via email, phone, portal, PDF, and spreadsheet
Customer record deduplication and enrichment
Product SKU normalization and alternate matching
Automatic order staging in ERP from email and portal orders
Role-based access control and permissioning
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
Operates inside existing systems without forcing teams to adopt new tools
Learns from every transaction to continuously improve workflows and surface patterns
Captures and operationalizes tribal knowledge and senior rep judgment
Four-week implementation to first operating workflow
Gradient Labs