AI Platform for BPO and Internal Contact Center
Risks and products expertise • Customer centricity • Efficiency
+ 3x
Agent onboarding time
+15 %
Productivity
+ 30%
Cross-sell
+20%
NPS Growth
Use AI to address daily challenges in Financial Services contact centers
Challenge
- Customers expect advice and support that matches the quality of face-to-face interactions. Call centers must deliver a personalized and human-centric experience, even from a distance.
- Each agent manages between 40 and 60 calls per day, facing high demands for both speed (Average Handling Time – AHT) and personalization.
- Contact centers have become increasingly essential as they serve as the primary point of contact for meeting customer needs and expectations.
Solution
- Maintaining quality relationships despite the distance: Personalize every interaction without compromising speed.
- Managing high call & request volumes: Respond quickly while building meaningful and human customer connections.
- Automate simple, repetitive tasks to reduce average handling time (AHT). Free up time for more meaningful and high-quality interactions.
Increase turn around time, lower error rate, improve average handling time
Zelros provide contextualized recommendations and enhances CRM data that allows agent to take action and advise your clients in real-time ✅ Enhance agents & advisors recommendations ✅ Ensuring compliance with insurance & banking advisory duties ✅ Support product launches, risks assessment and consistent brand messaging
Leveraging third-party data, expert insights from Zelros, and your own structured and unstructured data, Agents can now get concrete answers and quick access to resources ✅ Contextualized responses to clients' and/or employees' requests ✅ High-quality, accurate responses without hallucinations, with easily accessible sources ✅ Continuous improvement through feedback loops
Automate simple, repetitive tasks to reduce Average Handling Time (AHT). This frees up time for meaningful interactions. Popular use cases include quick email synthesis, automatic note-taking, and personalized recommendations. ✅ Customer satisfaction ✅ Operational efficiency ✅ Fraud prevention
Zelros empowers agents and advisors with smart, contextualized questions tailored to the client’s history: ✅ Regulatory questions to ensure compliance with legal requirements and collect mandatory data. ✅ Risk assessment questions to accurately profile clients for better risk evaluation. ✅ Needs discovery questions to anticipate customer expectations, identify opportunities, and recommend the right products (e.g., retirement, life insurance, savings).
AI Experts for your bank advisors and insurance agents
Whether integrated into existing systems or operating autonomously, the AI-powered experts help insurance and banking professionals deliver personalized recommendations, streamline workflows, and enhance customer interactions in real-time.
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
