Customers have financial needs. Banks make them navigate products.
Zingly gives customers one place to continue while AI, employees, product teams, and core systems work together behind the experience.
The customer sees one bank. The bank delivers disconnected experiences.
A customer may be trying to move money, open an account, address fraud, finance something important, or understand the best option. The bank sees products, departments, systems, channels, and ownership. The customer gets bounced among them, repeats information, receives partial answers, and is expected to understand how the institution is organized.
The customer sees one bank. The bank delivers a collection of disconnected experiences.
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Gap videoOne place across products and teams.
Continuity across core systems, product teams, AI, operations, and regulated controls.
Retirement journey
The Retirement journey
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retirement
Flight cancellation
Flight cancellation
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airlines
Insurance journey
The Insurance journey
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insurance
Direct rollover
Direct rollover
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retirement
Damaged baggage
Damaged baggage
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airlines
How Zingly applies
Rooms
Keeps the work together.
Journeys
Runs the steps and keeps them moving.
ZinglyIQ
Understands the need and coordinates what happens next.
Foundation
Connects systems and keeps people in control.
Ignite
Tailors it to banking.
Journeys
Complex after-hours service and growth needs
Help customers complete high-value service and growth needs across products without navigating the institution themselves.
- Account opening
- Lending
- Fraud and disputes
- Money movement
- Financial guidance
- Convert more customer intent
- Reduce abandonment
- Improve cross-product completion
- Retain more deposits and relationships
- Increase the value of existing investments
faster consolidation timeline at Transamerica
Journey card