Event
Meet Zingly at SPARK.
SPARK Institute Forum · The Breakers, Palm Beach · Booth #20 · Nov 15 to 17.
See how AI keeps participant journeys from stalling
From enrollment to rollovers to retirement income. 15 minutes at our booth with Gaurav Passi, CEO, including a live rollover.
Why meet
Most AI talk in retirement is about chatbots answering easy questions.
The harder work sits in the middle: a rollover or consolidation that stalls across calls, forms and emails while the participant waits. That's where we're putting AI to work with recordkeepers, alongside their service teams.
Live demo
See it live at the booth
A participant starts a rollover, and the call, the forms and the follow-up stay in one place until it's done.