Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Zingly.ai empowers businesses to deliver value across the entire customer journey by seamlessly blending data, GenAI, and humans to maximize the value and effectiveness of each interaction and centralizing all engagements and information in persistent digital spaces for personalized, lasting relationships. Zingly helps companies in this industry eliminate friction and accelerate use cases like customer acquisition, onboarding, and support.

How they describe their product/innovation: Introducing Zingly, a solution to establish, grow, and maintain real relationships with your customers, at scale. Zingly thoughtfully orchestrates service representatives, relationship managers (loan officers, advisors, etc.), and enterprise-grade safe GenAI to provide the right resource at the right time, to every customer. Our demo consists of three scenarios:

• Scenario 1: New Member Acquisition – assigning an RM from Day 1
• Scenario 2: Member Servicing & Experience, for Day-to-Day Financial Needs
• Scenario 3: Outbound HELOC Campaign

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Gary Chan (CRO), gary.chan@zingly.ai, 732-535-1165
Press: Pat Oldenburg (CMO), pat.oldenburg@zingly.ai, 925-413-3958