AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
GB
Pricing model
Not given
Contact for pricing
Pricing
AI Agent Service Kit: $79 (or $49 with code EARLY49); AI Prompt Playbook: $19; Claude Skills + Custom GPT Pack: $39; Business Bundle: $49; Custom services from $300 to $500 with 2 to 4 day delivery
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
Key features
10 ready-to-import n8n workflow files
5 Make blueprints for lead capture, inquiry reply, invoice reminders, proposal drafting and content repurposing
Prompt system for each workflow with example output and tuning tips
10-page PDF setup guide
Google Sheets CSV templates for logs and CRM
Claude Skills and Custom GPT assistants for proposals and scope creep
105 fill-in-the-blank prompts for ChatGPT, Claude and Gemini
Done-for-you custom AI automations and Claude skills
30-day money-back refund
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
What makes it different
Pre-built workflows ready to import directly into n8n or Make with no coding required
Practical workflows for specific small business problems like lead capture and invoice chasing
Affiliate program offering 40% commission
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
Kitwise Studio
Gradient Labs