Conversation and workflow automation built around your members, relationships, and standards.
Your members expect more than answers. They expect to be recognized, understood, and supported. Automate everyday interactions without compromising the personalized service that sets your credit union apart.
Give members natural, responsive conversations while keeping identity verification, disclosures, account actions, and business rules governed by deterministic controls. Your standards define what AI can say, do, and escalate.
Resolve routine requests from conversation through completed workflow. When a member needs personal assistance, connect them to an associate with the full interaction history and context intact.
Use the expertise of your best associates to strengthen AI conversations. Turn insights from automated interactions into better training, coaching, and performance across your frontline.
From balances and statements to account updates and everyday service requests, help members get the answers and support they need without unnecessary wait times.
Help members manage payments, understand balances, update payment arrangements, and navigate routine loan servicing requests with consistent, policy-controlled workflows.
Help members respond to suspicious transactions, secure affected accounts, and initiate disputes while maintaining required verification, disclosures, and escalation procedures.
Reach members with timely payment reminders, account follow-ups, and important next steps. Evolve combines conversational AI with built-in outbound dialing, intelligent call-screening navigation, and controlled workflows to support effective, compliant outreach.
"We’re working smarter now. We’re more effective across business units, we’re making sure the calls get done, and everything is getting into the system seamlessly. The next step is to build deeper and smarter."
"With Zenarate, whether it’s our in-house classes or our vendors, it’s the same information getting to every learner. We know that we’re being consistent, and we’ve never had that before."
TruGreen reduced onboarding time by 50%, saved over $3M, and improved new-hire performance with Zenarate’s AI simulation and coaching platform.
"Zenarate let us roll out AI-powered coaching everywhere without disrupting our teams. It's rare to find a partner that delivers innovation and stability together."
Evolve automates routine interactions so associates can dedicate more time to members who need guidance, empathy, or complex problem-solving. It supports natural conversations, follows your institution's service standards, and transfers the full context when human assistance is needed. Automation supports the relationship rather than replacing it.
Evolve combines conversational flexibility with deterministic controls. Your credit union defines required verification steps, disclosures, financial policies, permitted actions, and escalation rules. These requirements can be enforced through code rather than relying on an AI model to interpret them. Your institution remains responsible for validating its regulatory requirements and workflows.
Yes. Evolve is designed for both conversation and workflow automation. With approved integrations and permissions, it can support member requests from initial conversation through authorized account actions and system updates. When a request falls outside the defined workflow, it can transfer the interaction to a human associate.
No. Evolve supports a crawl-walk-run approach. Start with a low-cost pilot focused on a straightforward, high-volume member interaction. Establish performance measures, test thoroughly, demonstrate value, and expand at a pace that matches your credit union's priorities.
Both options are available. Zenarate can configure, deploy, and optimize AI agents for your credit union. Your team can also learn alongside Zenarate and transition to self-service authoring and management when ready.
Evolve works alongside Zenarate Perform and Analyze to create a continuous improvement cycle. Insights from member interactions help identify opportunities to improve automated conversations, while escalated situations can inform associate practice and coaching. Human and AI performance can improve against a shared standard.
Conversation and workflow automation for financial services, built to your standards.
Build frontline skill through personalized practice and coaching tied to KPIs, for new hires and tenured associates alike.
