Zigment
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Case Study
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Conversational Revenue Orchestration for Banking and Finance

A customer paying with a card while messaging on a phone

Every application is a conversation.Most lose the thread.

From the first ad click to the funded account, and every conversation after, your agents qualify, verify and re-engage across every channel, in any language. Sits on top of your core, your CRM and your BSP. Powered by the Conversation Graph.

The application starts as a click. Two percent of clicks become customers.

The form gets filled. The CRM logs it. Nobody starts a conversation. The applicant goes back to scrolling.

Three places it costs you:

01

First response.

The form gets filled. The CRM logs it. Nobody starts a conversation. The applicant goes back to scrolling.

An applicant reviewing loan documents on a laptop

One conversation,from the click to the funded account.

An applicant messaging a bank from a phone

Pick up on the channel where the applicant lives, in the language they asked in.

Your agents engage the second the ad fires, qualify budget, product and intent inside the conversation instead of on a form, and hand the qualified applicant to the right team with the full transcript. On WhatsApp, web, or an inbound call. Twenty-two plus Indian languages, day one.

Omnichannel Agents
A relationship manager reviewing verification documents

The applicant who paused at document upload comes back.

Your agents read where the application stalled, re-engage on WhatsApp with the exact next step, and guide the applicant through verification and e-KYC inside a thirty-minute conversation instead of a seven-day paper chase. The routine support load that used to handle this drops away.

Workflow Orchestration
A customer and a banker in conversation

The conversation continues across the customer lifetime.

Your agents trigger renewals, cross-sell and re-engagement on the same thread, with the same memory. The webinar registrant becomes the funded account. The dormant customer becomes a conversation, not a row in a report.

Conversational Intelligence

The numbersa growth team would notice.

100%
lift in onboarding completion. TIQS.
33%
lift in conversion. Scripbox.
80%
reduction in support load.
4 wks
Live in under four weeks.

Two ways banking and fintech teams put Zigment to work.

An applicant being guided through an application on a phone

Convert and Qualify

Engage every applicant the moment they land, qualify in their language, and guide them through verification inside the conversation.

A new customer completing onboarding on a laptop

Onboard and Activate

Rescue the applicant who stalls at document upload, and walk every new customer from signed up to funded without a call.

Every conversation makes the next one smarter.None of it leaves your control.

One memory per customer.

One memory per customer.

Every application, call and message on one continuous profile.

Context that travels.

Context that travels.

The conversation follows the customer across every channel. Never from zero.

Signal back to your stack.

Signal back to your stack.

Intent and outcome flow into your CRM as structured, usable data.

Compliance:

  • HIPAA Compliant
  • ISO 27001
  • AICPA SOC
  • GDPR

Every application your team leaves waiting is a customer someone else funds.

See what your teams do when every application gets answered, verified, and continued.

A banking advisor with a tablet meeting a customer