Enquiry classification
Customer enquiry classification and case creation.
AI Workflow Automation for
Fintech
Reduce manual handovers across your fintech operations.
Zimozi builds workflows that connect customer enquiries, documents and operational records. We combine fixed business rules with AI for the steps that need interpretation, classification or summarisation.
Document routing
Document routing and completeness checks.
Review task assignment
Onboarding review task assignment.
WHAT WE BUILD
Workflows we can automate.
Enquiry classification
Customer enquiry classification and case creation.
Document routing
Document routing and completeness checks.
Review task assignment
Onboarding review task assignment.
Summaries and CRM updates
Conversation summaries and CRM updates.
Exception summaries
Operational exception summaries.
Reporting and approvals
Internal reporting preparation and approvals.
A PRACTICAL FIRST STEP
Define the process around the AI.
The starting point
Every workflow needs an entry point, validated inputs and a destination. We map the steps and review responsibilities so information reaches the correct team and failed tasks stay visible.
How we scope it
Predictable calculations and routing rules can use conventional software logic. AI is applied to variable inputs where it is useful.
Enquiry classification
Customer enquiry classification and case creation.
Make failures recoverable
We plan for unavailable systems, repeated events, missing fields and expired credentials. Retry rules and review queues help prevent silent failures or duplicate updates.
Measure the process
Useful measures include processing time, manual steps, exception rates and completed tasks. These are agreed against the current workflow before the pilot is assessed.
From idea to everyday use.
Discover
Understand the users, current process and intended result.
Assess
Review the data, systems, access and review needs.
Develop
Build a focused pilot around the agreed use case.
Deploy
Connect the solution to the workflow and test exceptions.
Evolve
Monitor quality, usage and costs, then improve.
BUILT FOR REAL WORKFLOWS
Make failures recoverable.
We plan for unavailable systems, repeated events, missing fields and expired credentials. Retry rules and review queues help prevent silent failures or duplicate updates.
IN PRACTICE
A practical use case.
Measure the process
The situation
A customer replies to a shared inbox about an incomplete application.
The workflow
The workflow matches the message to the correct case, saves the exact email conversation and prepares a summary for staff. Uncertain matches enter a review queue rather than being attached automatically.
In context
This example illustrates a potential workflow, not a claimed customer result.
Project scope
Useful measures include processing time, manual steps, exception rates and completed tasks.
Delivery details
These are agreed against the current workflow before the pilot is assessed.
Frequently asked questions
Still have a question?
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Yes, subject to APIs, account permissions and data access. Customer matching rules are defined before record updates are enabled.
No. Reliable fixed rules are used where appropriate. AI handles the parts that require interpretation.
Yes. Review steps can be added before messages are sent or important records are changed.
YOUR NEXT STEP
Find the manual steps worth removing
Show us a process your team repeats each week. We will help identify what can be automated and what needs human review.
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Tell us about
your project.
Share a short brief, or book a time to talk with our team.