The only customer ops AI agent built for financial services

Our AI agent resolves complex financial queries end-to-end, guaranteeing quality, efficiency and compliance at every step.

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Trusted by

financial innovators

Case study

Trusted by

financial innovators

Case study

Trusted by

financial innovators

Case study

Product

AI engineered to transform customer ops

No tradeoffs between customer experience, compliance and operational efficiency — you get all three.

Superhuman performance at scale

Our AI Agent delivers 80+ CSAT across all our customers, reaching up to 98% in optimal implementations. Even in complex, sensitive financial conversations that typically challenge automation.

Quote from Yonder about using Gradient Labs: "Otto matches our tone of voice, ensuring interactions feel seamless and personal"

Highlighting Gradient Labs' compliance features: AI compliance guardrails and customer compliance guardrails.

Compliance right out of the box

We understand regulatory nuances. You don't have to worry about black-box outputs, compliance gaps, or hidden risks from automated interactions.

Automation deeper than ever before

Achieve 40–60% resolution rates from day one, without additional training or configuration. Our onboarding specialists will then partner with you to increase resolution accuracy beyond 80%.

Quote from Plum about using Gradient Labs: "Otto matches our tone of voice, ensuring interactions feel seamless and personal"

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Our approach

Beyond frontline support

We deliver unified automation across customer ops.

Typical AI agents

Handle simple frontline support queries, which represent only 10–25% of customer operations.

Gradient Labs

Additionally automates specialist support & back-office processes, covering the remaining 75% others can’t. Therefore automating the full depth of customer ops.

Enterprise-grade security

Secure & responsible AI by design

SOC 2 certified

Banking-grade data handling security with full SOC 2 certification.

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SOC 2 certified

Banking-grade data handling security with full SOC 2 certification.

Learn more

SOC 2 certified

Banking-grade data handling security with full SOC 2 certification.

Learn more

Enterprise ready

SSO, comprehensive audit logs, and role-based permissions that scale flexibly.

Resilience at the core

Robust failover system across multiple cloud and LLM providers for uninterrupted service.

GDPR Ready

Fully GDPR compliant for transparent data handling and protection.

Auto quality assurance

Continuous automated quality checks ensuring consistent, reliable performance.

Blog

Our latest insights

Featured

2025 Buyers guide to Gen AI for customer operations

Key considerations for selecting the best customer operations Gen AI tool. Find out how to choose flexible solutions that deliver deep value, future-proof your investment, and address your complete customer ops needs.

Industry

Apr 7, 2025