Zingly for Credit Unions

Credit unions can ease the burden on their service teams by using Zingly’s Agentic AI to resolve routine member inquiries more efficiently. The platform handles high-volume interactions across chat, SMS, and voice, such as checking balances, updating contact info, or reviewing loan status, without requiring staff involvement. Importantly, it maintains empathy and trust throughout every interaction.

‍

Zingly does more than just deflect traffic. The AI follows defined workflows, uses member history to personalize responses, and knows when to involve a human. If an issue needs escalation, the member is seamlessly transferred to a representative with full context. This reduces costs, improves response times, and ensures your team can focus on higher-value conversations.

‍

Credit unions can eliminate their dependence on expensive, third-party call centers for after-hours support by activating Zingly across phone and digital channels. The platform provides instant and accurate support around the clock, which leads to lower costs and a better experience for members.

Rather than just acknowledging a request or collecting a callback number, Zingly can complete real tasks overnight. That includes reporting a lost card, reviewing transactions, or helping members find the right account information. By solving problems during off-hours, credit unions save money and deliver a consistent, always-available service experience.

‍

When a member issue requires a human, Zingly helps your team work faster and smarter. Agents are guided by real-time AI prompts and flexible scripts tailored to the situation. These playbooks streamline resolution and ensure consistency across channels.

‍

Each interaction is recorded and stored in a persistent digital room, available to both members and agents. This allows any team member to pick up the conversation later without starting over. By reducing the time spent requalifying and recapping issues, Zingly helps credit unions lower average handle time and create a smoother experience for everyone involved.

‍

Zingly enables proactive outreach to dormant or under-engaged members, creating new opportunities to increase deposits and drive revenue. Agentic AI can initiate personalized conversations across email, SMS, or in-app chat to promote financial products like savings accounts, credit cards, or home equity lines of credit.

These campaigns are based on each member’s behavior and product fit, so the outreach feels relevant and timely. Once a member engages, Zingly keeps the conversation going inside a digital room that stores all interactions and follow-ups. Credit unions can build stronger relationships and capture more value without expanding their outbound team.

Zingly helps credit unions attract and convert new members by engaging with prospects directly across their preferred channels. Agentic AI answers questions, compares products, and guides applicants through the onboarding process, reducing friction and increasing completion rates.

If a prospective member needs human help, the AI brings in a representative at just the right moment—ensuring that interest isn’t lost and the application process keeps moving. Each new lead enters a persistent digital room, creating a thread that supports onboarding, early engagement, and long-term loyalty. The result is more applications, more deposits, and faster time to value.

Credit unions enhance member satisfaction through continuous, always-available service. Zingly's automation improves response speed and accuracy, driving a ~14% CSAT increase compared to traditional channels.

‍

A Fortune 500 Financial Services Company boosted their NPS from 63 to 72 within two quarters using Zingly Agentic AI and persistent Rooms. Key satisfaction drivers include:

• Improved Service Levels: Instantaneous 24/7/365 responses from Zingly's Buddy.
• Inverted Member Relationship: Member-centric goals and full transparency without transferring.
• Reduced Member Effort: Consolidated communications within persistent rooms, enabling convenient and comprehensive support.

‍

Credit unions uniquely balance automation with member empathy, delivering exceptional service across all engagement points.

Zingly integrates seamlessly into your credit union’s existing technology stack, providing real-time, compliant, and secure interactions:

• Enhanced Retrieval-Augmented Generation (RAG) ensures highly accurate responses from your data sources.
• Safe AI Integration maintains compliance with industry standards (SOC2 Type II, GDPR, CCPA).
• Persistent Zingly Rooms retain interaction context, enabling continuity and transparency in member support and sales interactions.

‍

Zingly consistently delivers measurable outcomes for credit unions:

• Cost Efficiency: Dramatically reduced contact center costs.
• Revenue Growth: Increased member acquisition and wallet share.
• Operational Excellence: Optimized agent efficiency for faster, better member service.

‍

Ready to elevate your credit union’s member experience and operational efficiency?

‍