Dispute Intake
Claims
Customer service
New customer onboarding
Evidence Gathering
Collections
Dispute Intake
Claims
Customer service
New customer onboarding
Evidence Gathering
Collections
Dispute Intake
Claims
Customer service
New customer onboarding
Evidence Gathering
Collections

AI-native customer operations for financial services

A suite of specialist agents for lending, disputes, and KYC with a platform that runs the operations in between.

End-to-end automation

We handle what others hand off

Collections
When an account falls into arrears, the AI agent contacts the borrower at the time they're most likely to respond, personalises each message from their account history, and secures a promise to pay.
Collections
When an account falls into arrears, the AI agent contacts the borrower at the time they're most likely to respond, personalises each message from their account history, and secures a promise to pay.
Disputes
Automate disputes end to end: the AI agent gathers and verifies the evidence, decides the outcome, escalates to a human for sign-off, and files the chargeback with the card scheme.
Onboarding
Decrease time to first transaction with personalised outreach at key activation moments. The AI agent identifies when a customer is at risk of going inactive, reaches out at the right moment, and guides their next step to get them to first deposit, faster.
KYB
Automate business verification: the AI agent checks each document against your internal policy, requests anything missing from the customer, and verifies the business before routing it to onboarding.
Insurance claims
When a customer files a claim, the AI agent captures the details on the call, asks for any additional information needed for intake, fills out the record, and files the claim.
Customer service
When a customer gets in touch, the AI agent supports them with whatever they need, remembering past conversations and taking actions to resolve their issue, from freezing a lost card to tracking down a missing payment.
Collections
When an account falls into arrears, the AI agent contacts the borrower at the time they're most likely to respond, personalises each message from their account history, and secures a promise to pay.

The results speak for themselves

80-90%

80-90%

Peak resolution rate

Peak resolution rate

98% CSAT

98% CSAT

Consistently outperforming human teams

Outperforming human teams

Outperforming human teams

32M

32M

Customers served

Customers served by our AI agents

Customers served

How it works

The operating system for customer operations

Multiple specialised agents, working together

Each agent is purpose-built for distinct long-running processes in financial services, working together to automate your most complex customer operations.

Agents-grid

Multiple specialised agents, working together

Each agent is purpose-built for distinct long-running processes in financial services, working together to automate your most complex customer operations.

Agents-grid
Customer and agent guardrails
Agents-grid

Provably compliant at every step

Multiple specialised agents, working together

Pre-configured to comply with global regulations and consumer protection laws, with 20+ guardrails out of the box.

Purpose-built for financial services, each agent works together to automate your most complex operations.

Customer and agent guardrails
Customer and agent guardrails

Provably compliant at every step

Pre-configured to comply with global regulations and consumer protection laws, with 20+ guardrails out of the box.

Text and voice channels

Sounds human (on every channel)

Delight customers with natural conversations on email, text, and voice, achieving higher CSAT than human teams.

Procedures

Trained on your SOPs and best human agents

Learns from real conversations, not just your help centre, and executes natural-language procedures that mirror your operations.

Integrations

Works with your existing stack, from day one

Most AI agents stop at the help desk. We also plug into the financial systems where the work actually happens. Connect over API, upload a CSV, or start inside the tools you already use.

  • Intercom logo
    Intercom logo
    Zendesk logo
    Zendesk logo
    Salesforce logo
    Salesforce logo
    Freshdesk logo
    Freshdesk logo
    Twilio logo
    Twilio logo
    RingCentral logo
    RingCentral logo
    Genesys logo
    Genesys logo
    Nice logo
    Nice logo
    LoanPro logo
    LoanPro logo
  • Intercom logo
    Zendesk logo
    Salesforce logo
    Freshdesk logo
    Twilio logo
    RingCentral logo
    Genesys logo
    Nice logo
    LoanPro logo
  • Visa logo
    Visa logo
    Mastercard logo
    Mastercard logo
    Amex logo
    Amex logo
    Enfuce logo
    Enfuce logo
    Thredd logo
    Thredd logo
    PayPal logo
    PayPal logo
    Klarna logo
    Klarna logo
    Fiserv logo
    Fiserv logo
    FIS logo
    FIS logo
  • Visa logo
    Mastercard logo
    Amex logo
    Enfuce logo
    Thredd logo
    PayPal logo
    Klarna logo
    Fiserv logo
    FIS logo

Enterprise-grade security

Secure & responsible AI by design

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.

Multi-model AI

Always powered by the latest from OpenAl, Anthropic, and Google with rapid adoption of new releases for cutting-edge performance.

GDPR Ready

Fully GDPR compliant for transparent data handling and protection.

Auto quality assurance

Continuous automated quality checks ensuring consistent, reliable performance.

20+ guardrails on every turn

Financial-services-specific guardrails run on every turn of conversation to keep interactions safe and compliant, every time.

Global regulatory coverage

Built for US, UK, and EU rules: FCA Consumer Duty, CONC, Reg E and Reg Z, PSD2, GDPR, and the EU AI Act.

Partners in your success

People who've done this before,
on your side from day one

People who've done this before, on your side from day one

Whether you're starting with a single use case or automating an entire workflow end-to-end, our AI delivery team will support you every step of the way.

We come from finance and have helped dozens of companies navigate the compliance hurdles, integrations, and QA it takes to go live.

We come from a wide range of technology leaders and fast-paced startups:

Ready to automate more?

Put your customer operations on auto-pilot

Ready to automate more?

Put your customer operations on auto-pilot

Ready to automate more?

Put your customer operations on auto-pilot