Is your financial services virtual agent ready for production?
Book a 60-minute Virtual Agent Readiness Assessment with Zing and Twilio. It is a guided, discussion-led session for financial services teams planning virtual agents for payments, collections or sales, to understand where you are today and what it would take to run a virtual agent in production.
You leave with a one-page readiness summary from Zing: a defined proof-of-concept scope if you are ready, or shared actions to close the gaps if you are not.
Seen us at Money20/20? Book your session below and our team will be in touch after the show.
What the assessment covers
A guided discussion across three areas, with follow-up questions where useful.
Business drivers: the outcomes you are targeting and the use cases in scope.
Customer journeys: how contacts flow today and where the friction sits.
Systems and data: the channels, platforms and data an agent can rely on.
Over the hour we cover use case viability, technology, options and fit, success metrics and ROI, and a pilot plan. We assess whether an intelligent virtual agent or an insights-driven virtual agent is the right fit for you. It is a discovery and assessment session, not a technical demo.
Before the session we share a short set of preparatory questions on your use case, channels, identity and security, and where the agent must hand off to a human.
Who should join: a business champion, someone from IT or architecture, and someone from data and analytics. Zing and Twilio bring an account executive, a Zing solutions architect and a Zing project lead.
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Where Twilio and Zing add insight in financial services
Payments: verify the customer, answer payment and unrecognised-transaction queries, and hand over to a person with the full context. Collections: reach customers early, handle routine conversations and escalate vulnerable customers to a human. Sales: follow up stalled applications and quotes, then connect the customer to the right adviser. Twilio provides the channels and customer data. Zing designs, builds and runs the agent so it keeps working in production.
Car Finance 247 cut initial call times from 45 minutes to 15 and reduced agent onboarding to a fifth of the time, by building on Twilio Flex with Zing as an extension of their development team.
Bennetts brought phone, web chat and WhatsApp together on Twilio Flex, with secure SMS verification in the IVR and a 24/7 chatbot, and significantly reduced call times.
Virtual agents in financial services, from use case to production
Watch the four-part Zing and Twilio webinar series on demand: where virtual agents work in financial services, designing for customer and regulator trust, architecture for regulated industries, and what a virtual agent looks like in production. Then go deeper on securing fintech platforms with Twilio Verify, measuring the ROI of AI in customer experience, and AI chatbots in frontline service.