Empower Your Bank Advisors & Insurance Agents

Risks and products expertise • Customer centricity • Efficiency
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Credit agricole logo
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The AI Platform for Bank & Insurance

Equips your teams to personalize in-person, phone calls, and digital interactions by leveraging specialized financial AI agents.
Industry-Specialized
Advanced Decision-Making
Customer-Centric Language
User-Friendly
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+65%

conversion
ratio

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+30%

Cross-sell uplift

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+15%

productivity gain

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+3x

in upskilling/
onboarding

Zelros - the preferred AI platform for banks and insurance!

Banks/ Bancassurers

Credit Unions

Lenders

Insurers

Mutualists

Empowers every agent and advisor to become a top-tier performer

with their own crew of AI financial experts leveraging 4 powerful capabilities

Discover
unique clients’ needs

Magic questions capabilities

Recommend
with real-time advice

Magic Recommendation-Zelros

Answer
clients' questions

Magic Answer of Zelros provides contextual and general information regarding clients, banking and insurance services

Streamline
operations & workflows

Magic_automation

Unleashes synergy: uniting siloed processes into an automated synchronized journey

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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
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bank and insurance

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



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Marketing & digital

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
Read more
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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

Read more
agent

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


Read more
Marketing & digital

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

Read more

Delivers consistent consumer experiences across distribution channels

Hear from the top banks, mutualists and carriers

Credit agricole logo

« 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
Read more
MAIF logo

« 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
Read more
Matmut logo

« 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
Read more
Credit agricole logo

« 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
Read more
MAIF logo

« 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
Read more
Matmut logo

« 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
Read more

Check out our partners ecosystem

Zelros - ISO 27001

ISO/IEC 27001-certified

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

Responsible

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.

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Join the team

Let’s make an impact. Together!