AI employees for the work
your team shouldn't be doing.
Describe a workflow. Zo picks it up, runs it across your applications, and learns as it goes. Every correction makes Zo better. The knowledge stays even when people leave.
Built for operations teams in financial services.
Redtail, Schwab, Orion, eMoney, Applied Epic, Bloomberg, Jack Henry, Salesforce, and hundreds more. If your team uses it, Zo can too.
Your team re-enters client information across CRM, carriers, and planning tools every time someone signs.
A client changes their address or beneficiary. Your team updates the CRM, then the custodian, then every carrier portal.
Your team logs into three systems before 8am to verify yesterday’s numbers match.
A regulatory filing means five logins, one spreadsheet, and a lot of copy-paste.
Pick a workflow. Watch Zo do it.
A new client signs. Someone spends an hour entering the same data into your CRM, carrier portals, and planning tools.
Zo extracts the data once and fills every system.
Up and running in four weeks or less.
We map your actual process, not an idealized version. Whatever tools your team uses today, Zo uses tomorrow. No integration project. No months of setup.
- 01Week 1
We shadow your team and map every workflow.
- 02Week 2
Zo runs each workflow while you watch and correct.
- 03Week 3
Zo runs on its own. You review results, not steps.
- 04Week 4+
Add new workflows in days. Zo gets better every week.
Your data stays yours.
Common questions.
If it runs on a screen, Zo can use it. No API needed, no integration work.