Agentic AI for FinTech Customer Journey

Trusted Agentic AI for Onboarding and Retention

From first inquiry to lifelong loyalty, Zigment guides and supports customers with fully compliant AI journey orchestration.

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Securing Financial Futures with AI

Strong campaigns build trust. What breaks the journey?

Without handholding and consistent information, motivated prospects lose momentum and abandon their plans.

Onboarding Friction

Lengthy forms and no instant support drive away 70% of prospects.

Delayed Engagement

Slow follow-up erodes interest; leads contacted within 5 minutes convert 21x more.

Fragmented Data & Trust Loss

Disconnected systems hide intent signals and undermine prospect confidence.

Picture Perfect Customer Journeys

Close communication gaps, accelerate sales cycles, and transform prospects into loyal customers.

70%

Boost in onboarding completion with timely support and handholding

50%

Reduction in CAC using hyper-personalized messaging

23%

Increase in retention with proactive check-ins and guidance

60x

More likely to have a meaningful conversation when contacted within an hour versus a day

AI Agents Orchestrating the Financial Journey

Zigment's empathic AI guides prospects from first touch through lifelong loyalty, pinpointing intent, resolving roadblocks, and driving next steps with zero lag.

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Discover & Connect

Engage customers anytime, anywhere with personalized, secure financial conversations.

Educate & Nurture

Assess financial goals, educate on products, guide decisions, and maintain trust.

Onboard & Schedule

Onboard clients seamlessly and schedule follow-ups to ensure smooth financial integration.

Support & Grow

Provide ongoing support and resources to strengthen loyalty and referrals.

Omni-Channel AI Agents

From mobile apps and web portals to chat, SMS, email, and voice, deliver a seamless, secure financial journey.

From mobile apps and web portals to chat, SMS, email, and voice, deliver a seamless, secure financial journey.

Empathic Engagement

No predefined templates

Multilingual

Goal Oriented

Workflow Orchestration

Unify every investor interaction—prospecting, onboarding, monitoring—into a seamless, personalized journey.

Real-Time Client Visibility

Instantly track interactions, spot bottlenecks, and keep every financial path moving forward.

Build workflows with a prompt

Spin up custom sequences in seconds with our low-code editor—or dive into full JavaScript/TypeScript for ultimate flexibility.

Query-Ready Data

Ask plain-language questions and get immediate, history-aware responses—every conversation, transaction, and signal at your fingertips.

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The Platform

Drag-and-drop journeys that react to any CRM update, ad click, outbound list or even sentiment—no code.

Real-time status for every lead

Watch each lead pass though your sales funnel and progress in real time.

Build workflows with a prompt

Ask questions to your funnel

Zigment fits right into your stack

Zigment is built with ecosystem integration in mind. Our platform is integrated with all the major software and platforms.

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Conversation Graph™

Zigment's proprietary Conversation-First data layer merges qualitative + quantitative data. Clicks, chats, mood and intent—stored in one query-ready timeline.