Customer Operations Agent
AI agent for lenders' borrower operations across the lifecycle: it chases and checks onboarding documents, answers account, payment and product queries, investigates cases across systems, assesses hardship and forbearance, and routes decisions for human approval, with each step checked against the firm's approved policies and logged for audit.
Find alternatives to Customer Operations Agent
What it does
- Customer support
- Workflow automation
Sources
- Pricing
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No pricing page; the site offers "Request a demo" and publishes no plan or price.
- Description
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Official documentation · 21 Oct 2026
Page: "One agent · three use cases across the lifecycle" (Onboarding, Servicing, Collections), including "Investigate customer cases across systems" and "Assess hardship & forbearance".
- What it does
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Official documentation · 21 Oct 2026
Page: "Answer account, payment & product queries" and "Handle collection queries".
- Sold within
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Sold by demo request; no self-serve plan or price appears on the pages read (home, Policy-as-Code, Customer Operations Agent, Complaints Agent, Onboarding, Servicing, Collections, About, Blog).
- Name
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Official documentation · 21 Oct 2026
Page label "Customer operations agent"; the page title is "Customer Operations Agent — Alethica".
- URL
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Official documentation · 21 Oct 2026
Product-menu entry "Customer Operations Agents" ("One agent across the borrower lifecycle") with a page of its own titled "Customer Operations Agent — Alethica".
- Deployment
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Official documentation · 21 Oct 2026
The pages read state no deployment model beyond the vendor-run service; the home page says "Isolated environments per customer." and saas is recorded as the vendor-operated reading.
- Modalities
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Official documentation · 21 Oct 2026
Page: "Collect & follow up on missing documents." (documents in) and "Reply prepared with policy clauses cited" (text out).
- Intended for
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Official documentation · 21 Oct 2026
Home page: "Tailored for financial services"; the agent's worked examples are lenders' arrears and servicing cases.
Also from Alethica
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Policy-as-Code Agent platform
Agentic skill that turns FCA requirements, FOS decisions and a firm's own policies into versioned controls customer-facing AI agents follow at runtime, then checks each agent step against policy and records the policy version applied; model-agnostic, so it works with agents built in-house, bought from vendors or deployed by Alethica, and is offered by demo request with no published price.
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Complaints Agent AI agent
AI agent for regulated lenders' complaint handling: it identifies complaints across channels and starts the regulatory clock, investigates the evidence across systems, interactions and documents, drafts responses and redress for approval, and identifies recurring root causes and affected customers for remediation.
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