AI for high stakes customer journeys

Turn customer intents into revenue growth and lasting relationships

AI + Humans + Systems working together across the moments that matter in high stakes customer journeys

Featured enterprises
Outcome driven

Proven with global enterprises.

Purpose built for retirement, insurance, banking, credit unions, and airlines. Grow revenue with quicker time to value and lower cost for the moments that matter most.

+33%
Conversion uplift

More customers finish what they start.

Started versus completed conversion on the journeys that carry the money.

3x
Faster time to revenue

Resolution in less time, at lower cost.

Fewer touches, fewer handoffs, fewer restarts, less work landing not in good order.

40%
Of interactions outside business hours

Coverage that does not end at closing time.

Nights, weekends, and the hours between shifts, when the question arrives and nobody is staffed to take it.

Industries

Packaged Journeys for regulated industries

Production ready to deploy, industry specific and configurable

A person typing on a laptop at a wooden table

Retirement

Enroll, move money, and start income without the process stalling halfway through.

Enrollment and Participation
Beneficiary Management
Job Change and Asset Consolidation
Withdrawals and Distributions
Retirement Income
A mother kissing her smiling baby

Insurance

Buy a policy, change coverage, and get a claim paid without repeating yourself.

Policy Purchase and Enrollment
Billing and Policy Servicing
Account and Beneficiary Management
Coverage and Life Change Events
Claims Submission and Resolution
A member checking an account on a smartphone while sitting in a lounge chair

Credit Unions

Join, borrow, and sort out problems without coming into a branch.

Membership Opening and Onboarding
Indirect Loan Conversion
Mortgage and Home Equity
Card Disputes and Fraud
Merger and Core Conversion
A classical bank building among modern towers in a financial district

Banking

Open accounts, get loans funded, and resolve issues in one place.

Account Opening and Onboarding
Business Onboarding and KYB
Consumer Lending and Mortgage
Financial Hardship and Recovery
Wealth Referral and Transition
Travelers waiting at an airport gate while an agent works the desk under a delayed-flight board

Airlines

Rebook, track a bag, and get real answers when a trip goes wrong.

Travel Documents and Eligibility
Passenger Service Requests
Flight Disruptions
Baggage Tracking and Delivery
Lost and Damaged Baggage
The stack

Not another chatbot.

Not a replacement for the systems you already have.

Zingly does not replace your enterprise stack. It helps the stack work together around what the customer needs.

CRM

Holds the customer record. Zingly reads it and writes back to it.

CCaaS

Runs calls, messages and queues. Zingly works inside it, not around it.

Workflow

Runs processes and tasks. Use Zingly’s, or trigger the ones you already run in.

AI agents

Handle questions and actions in their own lane. Bring yours, or use ones Zingly ships.

In their words

What changes when journeys finish.

A person using an app on a smartphone
40%

of customer interactions now happen outside business hours

“Our examiners can follow an entire journey in one record. That was the unlock for sign-off.”

– Director of Operations
Insurance
A customer checking an account on a smartphone while sitting in a lounge chair
40%

of customer interactions now happen outside business hours

“Our examiners can follow an entire journey in one record. That was the unlock for sign-off.”

– Director of Operations
Insurance
View of an aircraft wing at sunset through a plane window
40%

of customer interactions now happen outside business hours

“Agents spend their time on the decisions that need a person, not on chasing documents.”

– Head of Contact Center
Airlines
A classical bank building among modern towers in a financial district
+30%

lead to customer conversion on the journeys that carry the money

“Our examiners can follow an entire journey in one record. That was the unlock for sign-off.”

– Director of Operations
Insurance
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