Zingly.ai Unveiled AI Solutions for BFSI Institutions
Zingly’s AI solutions drive measurable business results for financial institutions, delivering up to a 5X increase in sales operations capacity.
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Zingly.ai, the genAI and digital-first CX centre provider, unveiled a suite of AI solutions to fuel revenue growth for banking, financial services and insurance (BFSI) institutions. These companies face increasingly complex customer inquiries, heightened expectations and pressure to deliver personalised experiences at scale. Zingly harnesses genAI, improving revenue-driven business outcomes and service efficiency in complex, regulated environments.
“Legacy providers fail to address the diverse range of BFSI customer needs while maintaining compliance. The legacy CCaaS market is reaching saturation, and a new approach is needed to help BFSI organisations build on their digital transformation investments,” said Gaurav Passi, Founder and CEO of Zingly.
“Our Safe-AI solutions, with humans in the loop, enable these institutions to engage more efficiently, scale support, and ensure compliance with complex industry regulations—all while driving key business outcomes like increased wallet share, higher customer lifetime value, and improved service metrics.”
Zingly’s AI solutions drive measurable business results for financial institutions, delivering up to a 5X increase in sales operations capacity and a 30% improvement in win rates according to Zingly customer data. The core of Zingly’s solutions lies in Zingly Rooms, a persistent, always-on digital space that unifies all customer interactions—across chat, voice, video, text, documents, and media.
Rooms provide seamless, 24/7 omnichannel and multimodal engagement. This ensures that every interaction is retained for both customers and representatives, creating relationship continuity in live and async communication, even after hours. Embedded within Rooms are Zingly’s deep genAI capabilities, which are designed to balance data, genAI, and humans for a holistic transformation of customer experience.
GenAI Buddy, Zingly’s customer-facing AI agent built on Retrieval-Augmented Generation (RAG), shortens sales cycles and increases lead-to-opportunity rates by autonomously managing routine tasks and inquiries leveraging the organisation’s own data from sources like CRM systems, product catalogues, and core banking systems.
Whether customers are opening new accounts or exploring loan options, Buddy executes with purpose and action, even completing tasks like collecting key information and documents, setting calendar invites, making API calls, and opening service tickets without human intervention. Combining RAG with Buddy’s understanding of customer intent and action frameworks minimises AI hallucinations and keeps customer journeys focused, offering real business value.
Using Natural Language Processing (NLP) and conversational intelligence, Zingly’s Relationship AI elevates customer engagement further, intelligently escalating high-value interactions to human agents at critical moments. By identifying intent signals and customer value, Relationship AI improves customer satisfaction (CSAT) while unlocking additional revenue through timely human intervention, driving more impactful and profitable customer journeys.
In addition, Agent Copilot empowers representatives to handle more inquiries independently, boosting productivity and freeing them to focus on high-value activities. By leveraging the entire interaction history and data stored within Rooms, Agent Copilot provides agents with real-time summaries, suggested next steps, and actionable insights. This includes reduced Average Handle Time (AHT), improved First Contact Resolution (FCR), and increased CSAT.
“In today’s crowded AI landscape, it’s refreshing to see a company like Zingly with a clear, practical vision and delivering real ROI for banks and insurance companies. So much of the AI noise focuses on theory and potential, but Zingly is already helping financial institutions navigate complex, regulated environments with proven solutions that drive both revenue growth and cost efficiency. This reflects how large financial institutions are embracing practical, high-impact AI tools like Zingly to stay competitive and innovate,” said Gokul Rajaram, Board Member at Coinbase and Pinterest, and former executive at DoorDash and Square.
Together, Rooms, GenAI Buddy, and Relationship AI ensure that Zingly delivers a cohesive, personalised customer experience that drives growth and operational efficiency. This approach empowers agents to accelerate new opportunities, streamline customer onboarding, and re-engage dormant accounts.
“Zingly’s innovative approach to AI in banking and finance customer experience represents a significant leap forward,” said Elana Lian, Partner, Dell Technologies Capital.
“Their technology strikes a crucial balance, leveraging AI to amplify human agents’ strengths in building lasting customer relationships. This strategy not only enhances customer loyalty but also opens up substantial market opportunities. Zingly’s solutions have the potential to redefine financial institution-client interactions, making them a standout in a rapidly evolving sector with significant market growth opportunities.”
