Zelros, the end-to-end insurance & banking solution
Zelros, the end-to-end insurance & banking solution
Zelros Studio
A no-code solution enabling business teams to quickly configure, customize, and deploy AI-driven solutions tailored for insurance agents and banking advisors
AI Experts
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.
Zelros Studio
A no-code solution enabling business teams to quickly configure, customize, and deploy AI-driven solutions tailored for insurance agents and banking advisors
AI Experts
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.
Operating autonomously :
Integrated into existing systems :
Skip the hassle of setting up, and get started in no time with the studio
Ready-to-use LLM Agents | Prepackage insurance and bank content | Trusted and complementary external data partner
Centralized Document Hub | Customizable Recommendations Builder
AI Agents :
- Specialized prompt for Insurance and Banking use cases
- Tools (insurance comparator, interview summaries, etc.)
- Automation workflows for compliance check
Prepackaged content
Strenghthen employees’ pitch, launch promotions for new products, adopt new risk assessment rules, and update marketing and digital campaigns systematically with:
resources/facts/contents on insurance and banking products (life, health, P&C, savings...)
Marketplace
Enhance your client data with seamless API integration
Leverage smarter, faster risk assessments (e.g., risk detection, coverage gaps)
Proactive recommendations enriched with external data (geolocation, real estate, weather, location risks).
Document base
Upload and modify your structured and unstructured data (product catalog, documents…) to get contextualized answers to your clients’ and/or collaborators’ requests!
Zelros transcribes even more complex documents to ensure the quality of the answers provided
Customize a recommendation
- Create your recommendations easily, with no IT integrations needed
- Maximize your productivity and boost your creativity by leveraging the integrated Generative AI in the creation process!
The 4-in-1 AI capabilities, configurable through the Studio
Zelros enables agents and advisors to efficiently identify the unique needs and aspirations of their clients through targeted questioning and workflows.
✅ Zero-party data and KYC
✅ Risk Assessment
Beyond business rules recommendations created in the no-code Studio, Zelros offers hundreds of recommendations certified by our experts that will be selected to match the clients' profiles.
✅ Enhance agents & advisors recommendations
✅ Ensuring compliance with insurance &
banking advisory duties
✅ Support product launches, risks assessment
and marketing updates
Leveraging third-party data, expert insights from Zelros, and your own structured and unstructured data, the answers are generated using several sources to ensure accuracy and relevance.
✅ Contextualized responses to clients' and/or
employees' requests
✅ High-quality, accurate responses without
hallucinations, with easily accessible sources
✅ Continuous improvement through feedback loops
With API integration, automate routine tasks & optimize processes, ensuring compliance with regulatory requirements.
This comprehensive approach transforms the daily workflows of the advisors, helping them focus on building relationships and driving customer satisfaction rather than managing mundane tasks.
✅ Customer satisfaction
✅ Operational efficiency
✅ Fraud prevention
The 4-in-1 AI capabilities, configurable through the Studio
Zelros enables agents and advisors to efficiently identify the unique needs and aspirations of their clients through targeted questioning and workflows.
✅ Zero-party data and KYC
✅ Risk Assessment
Beyond business rules recommendations created in the no-code Studio, Zelros offers hundreds of recommendations certified by our experts that will be selected to match the clients' profiles.
✅ Enhance agents & advisors recommendations
✅ Ensuring compliance with insurance &
banking advisory duties
✅ Support product launches, risks assessment
and marketing updates
Leveraging third-party data, expert insights from Zelros, and your own structured and unstructured data, the answers are generated using several sources to ensure accuracy and relevance.
✅ Contextualized responses to clients' and/or
employees' requests
✅ High-quality, accurate responses without
hallucinations, with easily accessible sources
✅ Continuous improvement through feedback loops
With API integration, automate routine tasks & optimize processes, ensuring compliance with regulatory requirements.
This comprehensive approach transforms the daily workflows of the advisors, helping them focus on building relationships and driving customer satisfaction rather than managing mundane tasks.
✅ Customer satisfaction
✅ Operational efficiency
✅ Fraud prevention
Top insurers count on Zelros
Security & Compliance
Zelros is trusted by top financial services companies, undergoing regular security and privacy audits. We comply with ISO 27001 (trust.zelros.com) and ISO 42001 (non-regression, benchmarking, compliance with GenAI).
Our solution integrates with SSO, supports hybrid architectures, VPN flows, and ensures full compliance with GenAI standards.
Our solution integrates with SSO, supports hybrid architectures, VPN flows, and ensures full compliance with GenAI standards.
Microsoft’s Partner of the Year
Zelros offers a secure infrastructure for running specialized open-source Large Language Models (LLMs).
This ensures our clients can leverage AI and GenAI both safely and responsibly
This ensures our clients can leverage AI and GenAI both safely and responsibly
ISO/IEC 27001-certified
Zelros is trusted by leading financial service companies who perform regular information security & privacy audits.
Secure GEN AI
Recognized as Microsoft’s Partner of the Year, Zelros offers a secure infrastructure for running specialized open-source Large Language Models (LLMs). This ensures our clients can leverage AI both safely and responsibly
Connectors with the leading entreprise systems
