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.


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.
Goal: Increase participation rate year over year.

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.
Outcome: Increase assets both in-plan and into retail products
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.
Outcome: Increase self-service and after-hours engagement


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.
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.
- 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


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