What it sells
Vertical AI platform deploying product-aware sales agents for financial institutions that qualify leads, recommend products and drive applications.
Business model breakdown
Buyer: who owns the budget?
UnverifiedHead of sales, digital or distribution at a bank/insurer/lender.
Trigger: what makes them buy now?
Sales team cannot handle lead volume; want to scale product sales without headcount.
Workflow: what inputs become what output?
Share product details and audience, set tone, deploy agent; it qualifies, recommends products, follows up and hands off to humans with compliance guardrails.
Economics: what it saves and how it charges
UnverifiedLikely enterprise subscription tiers for institutions; plans include analytics dashboard, multi-agent support and segmentation.
Distribution: how it reaches customers
Demo-led (Book a Demo).
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-07-21 | Series A | $15M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-13.