Zelros is an AI platform that enhances the performance of bank advisors and insurance agents by providing real-time, personalized recommendations and responses based on customer data. This technology improves conversion rates by over 65% and increases cross-selling opportunities by 30%, addressing the need for efficient customer engagement in financial services.
Funding
$16.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
BGHIPAFounders
Product
Problem
Bank advisors and insurance agents often struggle to provide real-time, personalized recommendations and responses to customers due to fragmented data and inefficient access to relevant information. This can lead to lower conversion rates, missed cross-selling opportunities, and inconsistent customer experiences across different channels.
Solution
Zelros is an AI platform designed to enhance the performance of bank advisors and insurance agents by providing specialized financial AI agents that deliver consistent and relevant recommendations and responses across channels. The platform leverages customer data to personalize in-person, phone, and digital interactions, fostering long-term relationships and driving profitable growth. By equipping teams with advanced decision-making capabilities and customer-centric language, Zelros enables them to discover unique client needs, recommend tailored solutions, answer questions accurately, and streamline operations. The platform's API-first and low-code architecture accelerates the ROI of existing IT investments, ensures security compliance, and scales operations efficiently.
Target Audience
Zelros primarily targets banks, bancassurers, credit unions, lenders, insurers, and mutualists seeking to empower their agents and advisors with AI-driven tools for enhanced customer engagement and sales performance.
Features
- AI-powered recommendation engine for personalized advice and product suggestions
- Real-time access to customer data and insights for informed decision-making
- Automated content generation for personalized landing pages, emails, and banners
- API-first and low-code platform for seamless integration with existing systems
- Customer segmentation based on behaviors and preferences using AI
- A/B testing capabilities to optimize selling points for insurance products
- Secure infrastructure for running specialized open-source LLMs