AI Platform for Customer Service
and Back-office operations
Risks and products expertise • Customer centricity • Efficiency
+ 3x
+15 %
+ 30%
+20%
Optimize your back-office management with Zelros
Back-office management centers play a critical role in handling complex requests, such as insurance claims or loan applications.
Automate repetitive tasks with Zelros and quickly access clear, concise summaries and information to streamline decision-making.
Challenge
- A growing volume of complex cases : claims, loan applications, or customer inquiries require precise and personalized analysis.
- Limited direct connection with clients.
- Outdated tools hindering productivity.
Solution
- Simplify case management’s automatic extraction of key information from photos, emails, or attachments.
- Provide case analysis and personalized recommendations to build trust and enable faster decision-making.
- Automate the verification process to increase productivity
AI for your back-office teams
Automating these tasks allows teams to focus on strategic activities and manage more complex cases.
Processing more cases with enriched data in less time without compromising quality.
Providing agents with personalized recommendations, contextualized answers, and much more.
Increase turn around time, lower error rate, issue resolution support
Magic automation: process optimization
- Enrich extracted data with third-party sources to enhance case analysis, enabling advanced use cases such as fraud prevention, KYC (Know Your Customer), and underwriting.
- Simplify case management’s automatic extraction of key information from photos, emails, or attachments.
- Summarize cases with personalized solutions for faster decision-making.
Magic answer: speed up verifications
- Provide context-specific responses to requests from clients and employees.
- Ensure high-quality, accurate answers with easily accessible sources.
- Foster continuous improvement through feedback loops.
Magic answer: speed up verifications
- Provide context-specific responses to requests from clients and employees.
- Ensure high-quality, accurate answers with easily accessible sources.
- Foster continuous improvement through feedback loops.
Magic question: enhance KYC by asking the right questions tailored to the client’s history.
- Regulatory questions to ensure compliance with legal requirements and collect mandatory data.
- Risk assessment questions are used to profile clients accurately for better risk evaluation.
- Needs discovery questions to anticipate customer expectations, identify opportunities, and recommend the right products (e.g., retirement, life insurance, savings).
Automate routine tasks and optimize processes with API integration, ensuring compliance with regulatory requirements.
This comprehensive approach transforms the advisors’ daily workflows, helping them focus on building relationships and driving customer satisfaction rather than managing mundane tasks.
- Customer satisfaction
- Operational efficiency
- Fraud prevention
Recommendation for prevention and protection
Check our Customers Stories
We are proud to be a trusted partner that helps streamline the operational process and makes the insurance distribution channels more personalized and efficient
MATMUT
Mutual insurance
Matmut offers a complete range of property and personal insurance products, financial services, and savings to more than 4M members with over 8M insurance policies. Zelros is used by Matmut to...
CRÉDIT AGRICOLE
Insurance, and retail banking
Crédit Agricole offers a complete range of competitive products and services to their 52 million customers across 49 countries. Zelros is used by Crédit Agricole to... ㅤㅤㅤ
