Empower Your Bank Advisors & Insurance Agents

Risks and products expertise • Customer centricity • Efficiency

The AI Platform for Bank & Insurance

Integrating specialized LLM agents for banking and insurance, Zelros helps professionals anticipate and meet client needs with personalized, timely solutions.

Delivered seamlessly across multiple channels, Zelros fosters long-term relationships and drives profitable growth.

+65%

conversion
ratio

+30%

Cross-sell uplift
‎

+15%

productivity gain
‎

+3x

in upskilling/
onboarding

Zelros - the preferred AI copilot for banks and insurance!

Banks/ Bancassurers

Credit Unions

Lenders

Insurers

Mutualists

Zelros empowers every agent and advisor to become a top-tier performer.

Uncover needs and ignite engaging conversations

by ensuring clients feel truly heard and avoiding repetition while maintaining regulatory compliance using LLM-powered contextualized Magic Questions.

Quickly assess risk and activate personalized recommendations in real time

to engage clients proactively with advice on relevant product information, leveraging magic recommendations.

Access precise answers related to banking, insurance, and client profiles

within seconds. This empowers sales agents and customer care to capitalize on opportunities promptly, while providing a better customer experience with Magic Answers.

Set up and adjust workflows with our no-code Studio

with API to automate complex workflows efficiently, especially for handling advanced intelligence and unstructured data, with Magic Automation.

Uncover needs and ignite engaging conversations

by ensuring clients feel truly heard and avoiding repetition while maintaining regulatory compliance using LLM-powered contextualized Magic Questions.

Quickly assess risk and activate personalized recommendations in real time

to engage clients proactively with advice on relevant product information, leveraging magic recommendations.

Access precise answers related to banking, insurance, and client profiles

within seconds. This empowers sales agents and customer care to capitalize on opportunities promptly, while providing a better customer experience with Magic Answers.

Set up and adjust workflows with our no-code Studio

with API to automate complex workflows efficiently, especially for handling advanced intelligence and unstructured data, with Magic Automation.

How it works

Zelros unleashes synergy: uniting siloed processes into an automated synchronized journey

Datalab / IT

Accelerate the ROI of your current assets investments with our API-first and low-code platform
Achieve IT agility by implementing responsible AI & ensuring security compliance
Scale your operations while maintaining the highest standards of security & efficiency
ㅤ

Agents & Advisors

Boost and upskill agents quickly to boost agents efficiencies
Enhance customer experience by providing agents with accurate and timely information
Prioritize sale opportunities that lead to higher sale conversions

ㅤ
ㅤ
ㅤ

Digital & Marketing

Generate personalized content (landing pages, email, banners...) quickly to create compelling touch-points
Segment your database based on customers' behaviors and preferences leveraging AI
Perform A/B tests easily on different selling points for insurance products to improve customer experience

Datalab / IT Leaders

Accelerate the ROI of your current assets investments with our API-first and low-code platform

Achieve IT agility by implementing responsible AI & ensuring security compliance

Scale your operations while maintaining the highest standards of security & efficiency

‎

Agents & Advisors Learders

Boost and upskill agents quickly to boost agents efficiencies

Enhance customer experience by providing agents with accurate and timely information

Prioritize sale opportunities that lead to higher sale conversions

ㅤ
ㅤ

Digital & Marketing Leaders

Generate personalized content (landing pages, email, banners...) quickly to create compelling touch-points

Segment your database based on customers' behaviors and preferences leveraging AI

Perform A/B tests easily on different selling points for insurance products to improve customer experience

Hear from the top banks, mutualists and carriers

« With Zelros, We have seen a positive trend in cross-selling among our advisors, Specifically, we have observed that some.. »

Laurent Graziani
Director of the Customer Relations and Multichannel Center
at Crédit Agricole North of France

« The various experiments have confirmed our interest in using artificial intelligence to support our advisors and managers.. »

Christine Mathé-Cathala
Deputy General Manager of MAIF
in charge of Member Relations
‎

« Since 2015, we have been engaged in a real diversification of our products. We decided to use Zelros, which uses AI to improve the customer experience and new uses.. »

David Quantin
General Director
‎

« With Zelros, We have seen a positive trend in cross-selling among our advisors.. »

Laurent Graziani
Director of the Customer Relations and Multichannel Center
at Crédit Agricole North of France

« The various experiments have confirmed our interest in using artificial intelligence to support our advisors and managers.. »

Christine Mathé-Cathala
Deputy General Manager of MAIF
in charge of Member Relations

« Since 2015, we have been engaged in a real diversification of our products. We decided to use Zelros, which uses AI to improve the customer experience and new uses.. »

David Quantin
General Director

Join our ecosystem today

ISO/IEC 27001-certified

Zelros is trusted by leading financial service companies who perform regular information security & privacy audits...

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Secured Gen AI

Zelros is Microsoft's partner of the year. This partnership offers a secured infrastructure to run specialized open-source LLMs. Making sure our clients can leverage AI safely and responsibly.