Financial Services

Turn visitor interest into action around the clock. Zingly.ai ensures that potential customers or members never fall through the cracks. Whether they engage through chat, voice, or video, the Zingly platform captures and nurtures leads, helping convert prospects into loyal customers.

With real-time responses and personalized follow-ups, financial institutions can accelerate new customer acquisition, even after business hours.

Zingly.ai centralizes communication across all customer touchpoints, from call centers to live chat, email, video, and AI-powered assistants. This unification creates a seamless experience for both customers and agents, allowing financial institutions to engage with customers through their preferred channels while maintaining consistent and comprehensive interaction histories.

Say goodbye to silos and fragmented communication—Zingly’s persistent Rooms ensure that every conversation, regardless of the channel, is part of a continuous and complete customer journey.

With AI-driven insights, next best steps, and real-time interaction summaries, employees can quickly resolve customer inquiries, make informed decisions, and ensure consistent and high-quality interactions every time. Zingly’s Agent Assist transforms how financial institutions support their teams, boosting productivity and customer satisfaction simultaneously.

Drive revenue through personalized service that builds trust. Zingly.ai helps financial institutions grow deposits and loans by creating personalized, high-touch experiences for each customer.

The Zingly platform equips relationship managers with AI-driven insights to deliver relevant, timely offers and advice, turning everyday interactions into opportunities for growth. By proactively managing customer needs and providing tailored solutions, financial institutions can increase deposit volumes and grow loan portfolios.

With Zingly Rooms, customer service is no longer just a cost center. By leveraging outbound campaigns, proactive outreach, and personalized engagement, financial institutions can turn routine customer interactions into revenue-generating opportunities.

Zingly’s AI-driven platform empowers agents and sales teams to re-engage customers, cross-sell, and upsell relevant financial products, all while maintaining the high-touch relationships that customers value.

Zingly.ai goes beyond transactional customer service, enabling financial institutions to foster deeper, long-term relationships. With persistent digital Rooms, customers are assigned dedicated relationship managers who can track all interactions, manage documents, and provide personalized financial advice.

This approach transforms routine inquiries into meaningful engagements, helping to build trust, increase loyalty, and enhance customer lifetime value.

Zingly.ai seamlessly integrates with CRM systems to ensure that every customer interaction is tracked, managed, and actionable. No more fragmented communication or disjointed customer experiences. When documentation, information, or updates are required from customers, instead of sending multiple requests through separate, siloed channels, Zingly Rooms centralizes all communications into one persistent digital space.

Customers and relationship managers can collaborate in real-time, exchanging files, signing documents, and providing updates—all within a single, secure platform. This eliminates the need for back-and-forth across emails, phone calls, and chat systems, ensuring nothing falls through the cracks. By keeping everything in one place, financial institutions can improve operational efficiency, reduce delays, and enhance the overall customer experience.

Not only does this streamline communication, but it also ensures compliance and consistency, allowing teams to access the entire history of interactions and documents at any time. With Zingly Rooms, financial institutions can save time, reduce operational costs, and focus on building lasting relationships and driving growth.