MetriNote – Zingly Announces AI Platform to Boost Sales for Financial Companies

Author: Robin Gareiss, CEO and Principal Analyst What's the news? October 28, 2024 – Zingly has announced an AI platform designed for banking, financial services, and insurance companies that it says will increase win rates by up to 30%. The solution addresses a key problem these companies face: Expectations to deliver personalized experiences at scale. The core of the platform is Zingly Rooms, an always-on digital space for each customer, unifying interactions across chat, voice, video, text, documents, and media. It retains summaries and/or transcripts of every interaction to provide context to every interaction. Other components include GenAI Buddy, which manages routine tasks; Relationship AI, which escalates high-value interactions to humans; and Agent Copilot, which boosts agent productivity with summaries, next steps, and insights.