Increase customer loyalty and boost lifetime value with Zorro Wealth. Drive growth through continuous engagement and build deeper, lasting connections with your customers.
Everything you need to build lasting customer relationships in one seamless platform. Powered by AI-driven insights, Zorro Wealth delivers continuous, personalized engagement that feels natural and connected.
Our platform makes onboarding seamless by connecting customers across channels, reducing friction, and boosting engagement.
Customers can use their account immediately by adding their card to Apple Wallet while waiting for the physical card to arrive.
Our gamified onboarding process rewards customers for staying engaged, allowing them to donate their tokens to a local non-profit.
Upon completing onboarding, customers are matched with an advisor to build strong relationships from the start.
