The kind of team this fits: a commercial banking relationship management team, roughly 45 RMs covering 800 active accounts.
The morning before
45 relationship managers, 800 active accounts, and three hours of prep per client meeting means most of the week goes to building the meetings instead of having them.
Image, the morning beforeA photo or illustration of what this looks like today, before any of this runs.
How this could run
Not a feature list. The actual sequence, from the moment the case lands to the moment someone signs it.
- 01
Account data gets read as one picture
Transactions, facilities, and recent interactions are summarized into a single briefing.
- 02
Next best actions get suggested
Cross-sell opportunities, maturity dates, and risk flags are surfaced automatically.
- 03
The briefing arrives ready to use
A one-page summary with the talking points, the risks, and the opportunities, ready before the meeting.
Image, inside Zen StudioScreenshot of a Zen Studio canvas configured for a workflow like this one.
What doesn't change
The relationship manager still owns the client relationship and makes the call on what to propose. What changes is how prepared they walk into the room.
What this could mean
Illustrative, based on the shape of a workflow like this one. The real number depends on the case, the team, and how it's configured.
3 hours → 5 minutesPortfolio review prep per client meeting
60%Increase in next best action adoption
Image, inside Zen PilotScreenshot of the Zen Pilot dashboard or explainability panel for a run of this workflow.
Where this lives in the platform
For a relationship manager, a workflow like this starts as a conversation with Zara, describing the process in plain language and getting a first draft of the team back in the same session. Zen Studio is where engineering opens that draft, sets the guardrails node by node, and versions it before it goes live. Zen Pilot is where it actually runs, and where anyone can watch a case move through it in real time, node by node, with the reasoning attached.
