AI agent management platform for enterprise customer service
Not given
Stage
Not given
Not given
Founded
Not given
Not given
Based in
DE
US
Pricing model
Contact for pricing
Not given
Pricing
Consumption-based pricing: per minute for voice and per interaction for chat. Rates reflect complexity of use case. Custom plans built to fit specific business needs with defined rates and commitments.
Not given
Key features
Agent Builder for low-code AI agent creation
Performance Lab for testing and simulation
Parloa Lens for production monitoring
Model Orchestration and Tuning
Conversational Infrastructure in 140+ languages
Enterprise Security & Governance
Parloa Zones for data sovereignty
Multi-region and multi-language scaling
AI agents continuously self-improve
Dark Journey discovery for identifying customer pain points
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
What makes it different
Self-improving AI agents with Performance Flywheel™
Low-code platform accessible to non-specialists
Consumption-based pricing aligned with efficiency gains
SAP endorsed app premium certification
EU-built with data sovereignty and security by design
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
Parloa
Finpilot