Conversation automation for financial services, built around your standards.
From card servicing to payments and fraud, automate the conversations your customers have every day with the experience Zenarate has built across the financial services industry.
Let AI agents speak naturally while keeping identity verification, disclosures, business rules, and financial decisions governed by code.
Handle routine requests from start to finish. When a person is needed, connect customers to an associate with the full conversation and context intact.
Turn the behaviors of your best associates into better AI conversations. Use what AI encounters to improve training, coaching, and performance across your frontline.
Lost, stolen, locked, or declined cards. Help customers secure their accounts, request replacements, and get back to their day without waiting for an associate.
Help customers verify suspicious transactions, secure their cards, and start the dispute process with consistent disclosures and a clear path to resolution.
From balances and payments to autopay, statements, and payoff requests, resolve everyday account questions without making customers wait.
Reach customers with timely payment reminders, account follow-ups, and next steps, with consistent messaging and controls for regulated communications.
"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 combines conversational AI with deterministic controls. Your institution defines where an agent can respond flexibly and where specific disclosures, verification steps, policies, and financial rules must be followed. Those requirements can be enforced in code, rather than relying on the model to interpret them. Your institution remains responsible for validating its regulatory requirements and workflows.
Evolve supports defined authentication and identity-verification workflows before protected account information is shared or an account action is performed. Access, permitted actions, and escalation requirements are governed by your institution's policies and integrations.
Yes. Evolve's self-service studio lets your team author, test, and optimize agents for your workflows, products, and policies. You can update individual conversation steps and preview changes before they reach customers.
Evolve escalates by design. When a request requires human judgment, falls outside policy, or cannot be resolved through automation, the associate receives the conversation context so the customer doesn't have to start over.
Evolve connects to Zenarate Perform and Analyze. Analyze identifies successful behaviors across your frontline that can inform AI agent improvements. Escalated AI conversations can become Perform training scenarios, helping associates prepare for the situations automation cannot resolve. Both humans and AI improve against a shared performance standard.
Build frontline skill through personalized practice and coaching tied to KPIs, for new hires and tenured associates alike.
Understand what's driving your customer experience, then equip leaders to act on it where it counts.
