Solutions

Retirement Services

Turn roll-ins and rollovers into relationship-driven revenue by unifying siloed service layers and automating key participant journeys. Zingly.ai helps retirement services teams increase enrollments, consolidate assets, and expand planning engagement to grow AUM with less manual effort.

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AI-Driven Outreach to Eligible Non-Participants

Automatically engage eligible employees who have not yet enrolled with smart, personalized nudges. Zingly identifies and activates this population through AI Agents, helping you grow participation without increasing advisor headcount.

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Goal: Increase participation rate year over year.

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Preemptive AI Data Collection for Consulting Calls

Before a standard distribution call, Zingly collects participant data and intent through automated flows. This reduces prep time and frees up advisors to focus on high-value guidance.

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Outcome: Fewer, faster calls

Zingly Rooms

AI-Guided Asset Consolidation in Zingly Rooms

Turn one-off rollover conversations into guided, persistent journeys. Zingly Rooms enable participants to consolidate external assets with minimal friction, guided by Agentic AI and seamless advisor collaboration.

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Outcome: Increase assets both in-plan and into retail products

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Unified Digital Channel for Financial Planning Services

Zingly serves as the always-on front door for your financial planning offerings. Participants can ask questions, get prequalified, and access relevant services anytime through Voice AI or digital channels.

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Outcome: Increase self-service and after-hours engagement

Zingly Rooms

Advisor Enablement through Automation

Zingly offloads manual tasks and follow-up from advisors. Triggered workflows and intent signals guide participants through planning services, while advisors stay focused on meaningful conversations.

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Goal: Boost close rates and client satisfaction

How Zingly Works

Zingly integrates seamlessly into your retirement services ecosystem, delivering secure, compliant, and scalable participant engagement.
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Enhanced Retrieval-Augmented Generation (RAG) ensures accurate, context-aware responses based on your plan data and workflows
Safe AI Integration meets strict regulatory standards, including SOC 2 Type II, GDPR, and CCPA
Persistent Zingly Rooms unify conversations, documents, and advisor collaboration across rollovers, consolidations, and financial planning journeys

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Integrations

Proven Impact

Zingly consistently delivers measurable outcomes for retirement services teams:

AUM Growth: Drive roll-ins, consolidate assets, and expand financial planning adoption.
Advisor Efficiency: Reduce manual workload and prep time with AI-powered automation.
Participant Experience: Deliver seamless, personalized journeys that build trust and loyalty.

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Ready to modernize your retirement service model and grow participant value?

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Try Zingly!