Zoral empowers bank brokers, financial intermediaries, and insurance providers to modernize their operations, streamline compliance, and deliver highly personalized client experiences. By embedding intelligence, automation, and interoperability into core workflows, Zoral enables scalable, advisor-led engagement across wealth, protection, and financial planning services.
Bank-affiliated brokers and insurance providers operate in an increasingly complex environment. From evolving customer expectations to tighter regulatory scrutiny, the need for intelligent orchestration, omni-channel servicing, and data-driven decision making is more urgent than ever.
Disjointed product distribution platforms with poor visibility across banking, insurance, and investment offerings
Manual KYC and onboarding slowing down acquisition and advisor productivity
Inconsistent advisor tools across compliance, sales enablement, and portfolio tracking
Complex cross-sell journeys with little integration between bank and broker systems
Limited analytics on client needs, risk profiles, and lifetime value
Zoral helps banks, brokers, and insurance providers reimagine distribution, advisory, and compliance. Whether embedding insurance at the point of need or digitizing end-to-end advisory journeys, Zoral’s platform unifies fragmented processes, automates risk and regulatory checks, and empowers advisors with AI-driven insights—enhancing trust, efficiency, and lifetime value.
Integrate with cores, CRM, product providers, and digital front ends
Manage and automate complex workflows for advisory, claims, and onboarding
Behavioral data engine for profiling, recommendation, and analytics
Intelligent document capture, form pre-fill, and disclosure automation
Digital marketplace for insurance and investment products
Our advisor onboarding time reduced by 60% after Zoral. The sales team is finally empowered with the tools they need.
Chief Distribution Officer
Asia-based Bancassurance Platform
With Zoral, we embedded insurance into our SME loan journey without rebuilding our existing stack. The results are outstanding.
Head of Innovation
Tier-1 Commercial Bank
Zoral’s workbench gives our agents a single view of customer needs, documents, and product fit—transforming how we sell.
Regional Director
Insurance Intermediary
