The Operating System for Intelligent Organisations
AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
GB
GB
Pricing model
Contact for pricing
Contact for pricing
Pricing
Not given
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
Gmail integration as first connection
Workspace to see work status and evidence
Evidence-backed results with full transparency
Persistent organisational context across agents
Responsibility management with time persistence
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
Understands organisational context and holds responsibility over time
Maintains human control with explicit authority limits
Designed as persistent layer beneath changing AI models
Works with existing business tools through integrations
Provides complete evidence and reasoning for all actions
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