Digital human assistant that manages admin work across your inbox, calendar, CRM, and documents
AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
GB
Pricing model
Free trial
Contact for pricing
Pricing
$49/month for standard plan; free 14-day trial available; Enterprise plan with custom pricing available
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
Email management and drafting
Automatic meeting follow-ups
CRM record updates
Document organization
Calendar management
Custom workflow automation
Multi-channel access (SMS, email, Slack, Teams)
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
Offloads 40+ hours of admin work per month
5x faster follow-up after client meetings
Enterprise-grade security and compliance
Data never stored, accessed through secure connections
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
Quin
Gradient Labs