Gradient Labs
AI agents for customer operations in financial services
Linked from gradient-labs.ai · checked 29 Oct
- Tool type
- AI customer operations agents for financial services
- Made for
- Financial services operations and support teams
- Runs on
- Email, text, and voice channels
- Works through existing support platforms or the public API; integration depth varies.
What it does
Gradient Labs offers AI agents for customer operations at financial services companies. They handle customer conversations across email, text, and voice, drawing on account history, case details, and internal procedures. Specialist agents cover disputes, claims, onboarding, KYB checks, collections, and customer service.
Teams can start with one use case or automate a full process end to end. The agents can gather and verify dispute evidence, check business documents against internal policy, request missing items, and file chargebacks or claims, with human sign-off where needed. Financial-services-specific guardrails run on every turn of conversation, and unresolved cases go to a person as a complete case file.
The product suits lenders, card and payments businesses, and onboarding or claims teams. The company lists SOC 2 type 2 certification, SSO, audit logs, and role-based permissions. Teams on Intercom, Zendesk, or Freshdesk can start without technical integrations, while higher automation requires defined procedures and data integrations. The company states it does not offer co-pilots for human agents.
What it can do
- Handles customer service conversations across email, text, and voice
- Gathers and verifies evidence for disputes and chargebacks, with human escalation for sign-off
- Checks business documents against internal policy and requests missing items for KYB onboarding
- Captures claim details and files insurance claims on a call
- Runs personalised collections outreach and secures promises to pay
- Applies financial-services guardrails and compliance rules on every conversational turn
Works with
- Intercom
- Zendesk
- Freshdesk
Before you choose
- Higher automation rates depend on defined procedures and system integrations; day-one resolution on easy queries is typically 20–50% according to the company.
- Built specifically for regulated financial services; the company notes other AI support agents suit non-regulated industries better.
- Pricing is outcome-based per successful resolution, so costs track results rather than a fixed platform fee.
Listed under
Get started
The site directs visitors to request a demo; API details are handled through sales contact.
- Start with a single use case, such as customer service, to get value without technical integration if you use Intercom, Zendesk, or Freshdesk.
- Define procedures and integrate data points from your current systems to pursue higher automation rates.
- Work with the Gradient Labs AI delivery team on compliance, integrations, and QA before going live.
Plans and prices
Customers pay only for successful query resolutions delivered by the AI agent, with no platform fees. Contact the company to confirm the per-resolution rate.
- No platform fees
- Pay only for successful resolutions
Source: gradient-labs.ai/pricing, checked 29 Oct 2026. Prices can change; check before you buy.
Sources for this overview
Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.
- Gradient Labs | AI for Customer Operations in Finance ↗gradient-labs.ai
- Gradient Labs | Pricing ↗gradient-labs.ai
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- gradient-labs.ai: product, pricing and policy pages
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Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.