The AI coworker in your Slack that does the actual work
AI agents for financial services customer operations
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
GB
Pricing model
Freemium
Contact for pricing
Pricing
Team: $29/month with 5,000, 25,000, 50,000, or 200,000 credits per month. Enterprise: Custom pricing with flexible volume credits.
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
Generates board decks and reports from live business data
Creates live dashboards pulling from connected business tools
Builds and deploys internal web applications with databases and logins
Writes code and creates pull requests on feature branches
Audits marketing spend across multiple platforms
Connects to thousands of business applications natively
Human-in-the-loop approvals for sensitive actions
Scheduled tasks and automated recurring reports
Customizable tone and communication style
SOC 2, HIPAA and GDPR compliance
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
Never trains on your data with workspace isolation and secured storage
Delivers finished artifacts directly in Slack rather than explanations
Operates with backend credential injection keeping API keys hidden from models
Built on Dynamiq sovereign agentic OS designed for regulated industries
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
Wilson
Gradient Labs