AI agents for financial services customer operations
Stage
Startup
Startup
Founded
2024
2024
Based in
US
GB
Pricing model
Contact for pricing
Contact for pricing
Pricing
3-day free trial with 5 new leads and 10 emails per day on 1 active goal. Pro and Ultra plans available; contact sales for 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
Key features
Autonomous lead discovery from web directories and Google Maps
Google and Meta ad campaigns with owner approval before any spend
Social content written, designed, and scheduled for Facebook, Instagram, X, and LinkedIn
Personalized email outreach with automatic follow-up sequences
Reply detection and hot-lead alerts
Visible activity log of all agent actions
Cross-channel performance reports and recommendations
Integration via MCP API with Claude and other AI tools
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
Replaces entire marketing team functions—lead finding, ad management, social media, email outreach, and content creation—in one AI employee
Owner retains final approval on all major decisions while the agent handles execution
Designed specifically for service businesses by founders with sales and operations experience
No personal mailbox connection required; sends from dedicated LeadClaw domain or custom domain
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
LeadClaw
Gradient Labs