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    Zynnex

    Zynnex

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    Finance
    Insurance
    Customer Service

    In-app and phone voice AI agents for financial services customers.

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    About Zynnex

    Zynnex: In-app and phone voice AI for financial services

    Zynnex provides in-app and phone voice AI agents for banks, NBFCs, lenders, insurers, card issuers and asset managers. Its TARS voice relationship manager lives inside financial apps, while inbound and outbound agents handle support calls and customer follow-ups.

    Key Features

    • Cross-platform SDK: TARS supports iOS, Android and Web through one SDK, with setup designed to take under a day after adding the SDK and mapping journeys.
    • Screen-aware guidance: TARS knows the customer's current screen, field and error, and explains what needs to change.
    • Customer-specific answers: Questions about returns, dues and status are answered using the customer's own data.
    • Actions with confirmation: TARS can navigate, search and fill fields, while final actions such as payments and submissions wait for customer confirmation.
    • Multilingual conversations: TARS supports English, Hindi and 10+ Indian languages, including mixing languages within a sentence.
    • Visual customization: The in-app assistant can use the financial app's colours and shapes.
    • Inbound support: Phone agents answer support calls, verify callers and resolve account, card and loan questions.
    • Outbound follow-ups: Voice agents make consent-based win-back calls after drop-offs and provide payment and renewal reminders.
    • Data controls and security: Sensitive information is never stored permanently, customers choose which screens and data TARS can access, and Zynnex states ISO/IEC 27001:2022 certification and compliance with India's DPDP Act.

    Use Cases

    • KYC and onboarding: TARS guides customers through in-app journeys, including identifying PAN format errors during KYC.
    • Drop-off recovery: Outbound agents contact customers with consent after unfinished journeys, including SIP setup, while loan drop-off recovery is also listed as a use case.
    • Payment and investment reminders: Zynnex lists EMI collection, card collections and SIP reminders among its financial services use cases.
    • Insurance renewals: Outbound voice agents provide renewal reminders, with insurance renewals listed as a supported use case.

    Getting Started

    Zynnex combines an in-app voice relationship manager with inbound and outbound voice agents for financial customer journeys.