AI agents for financial services customer operations
AI agents that make and answer real phone calls, designed in a drag-and-drop builder
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
IN
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
Drag-and-drop visual conversation builder
In-browser testing before real calls
Make and answer phone calls
Chat on websites and WhatsApp
Multi-language support
CRM and calendar integrations
Full call transcripts and recordings
Mid-call system actions
Document sourcing for agent responses
Outbound call campaigns
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
Test conversations in browser before connecting a real phone number
Go live without a sales conversation or contract negotiation
Agents can read and write to connected systems during active calls
Pay only for minutes your agents actually use
26 integrated systems including Salesforce, HubSpot and Google Calendar
Gradient Labs
Woise