AI agents for financial services customer operations
Manage your own team of AI agents
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
Pricing model
Contact for pricing
Free
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
Atlas manager agent that breaks down tasks and delegates to specialists
Ready-made team templates for marketing, research, operations, and more
Agent Marketplace with 20+ built-in specialists
Four control modes from Minimal to Manual for agent autonomy
Support for Claude, OpenAI, Gemini, and GitHub Copilot on one team
Live activity feed, task board, and team inbox with file previews
Agent memory and shared Decision Ledger across sessions
Agent Creator to build custom specialists in plain English
MCP server integration to connect agents to outside services
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
One team can use multiple AI providers simultaneously
Atlas manager agent coordinates specialist agents with real-time task handoffs
Agents maintain memory across sessions with no re-explaining preferences
Gradient Labs
Syndicate