The retail banking lifeline: Zipline.

Zipline brings every facet of your branch’s business together in one personalized, prioritized platform

Today’s banking customers want more than lightning-fast access to their money. Whether visiting a neighborhood branch or using an app on their mobile phone, customers are looking for institutions they can trust. The best way to build that trust? A team of engaged, informed employees.

Our secure, cloud-based solution helps engage and empower employees in every market, at every branch.

With Zipline, you can connect your field teams to your brand vision like never before.

The ultimate one-stop-shop for frontline teams

Zipline brings clarity and meaning to a branch employee’s daily work, no matter how many complex systems they’re accessing. By enabling powerful third-party integrations on top of our industry-leading Operations platform, employees gain access to information in the context of their individual role, location, and current performance.

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Zipline makes it easy for people to delegate, pick up the baton when needed, volunteer for tasks, etc. As a result, the execution data is actually far more accurate than what you’ll get with other task management software.

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Resource library

Zipline’s resource library is search-primary (and that search actually works), so teams don’t need to memorize a complicated hierarchy to find what they’re looking for, and can pull up information in seconds. Library contents are targeted by location and role, so there’s no risk of employees looking at (and executing) the wrong direction.

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Get to a 100% response rate faster than ever before: Leaders can see which of their teams hasn’t completed a live survey in real time, so they can remind them while it’s still in progress. And HQ teams can access results directly, so important information from the field doesn’t bottleneck in Communications.

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Groups & Messenger

Instantly reach any employee through one-to-one messaging. Or, create message groups to help market leaders and branch teams collaborate, share information, and celebrate wins. Groups is a true digital workplace for every single distributed employee in the organization.

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Compliance reports

See who read critical messages and marked tasks complete. See which branch teams are paying attention and which ones need attention.

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Zipline helps all types of brands align their entire fleet, top to bottom. When everybody’s on the same page, business runs like a well oiled machine.

Branch Leaders

With so many messages coming from different HQ teams – and so many different places to look – it’s difficult to understand and prioritize what needs to get done. With Zipline’s intuitive dashboard, branch leaders can understand exactly what’s on their team’s plate for the busy day ahead. They see a personalized, streamlined view of outstanding tasks, top priority messages from HQ, and events happening today, all at a glance.

Sales Reps

Part-time associates and frontline sales representatives can review messages from Branch Managers or HQ (and even watch videos) in the palm of their hand using a mobile device or tablet. They can take surveys to test their knowledge or share real-time feedback with Managers to let them know what they’re seeing on the floor. When they’re not with customers, they can knock off tasks on the day sheet.

Regional Managers

Whether they’re on the road, in a store, or working from the office, Regional Managers always have access to real-time mobile-friendly reporting that shows exactly how their teams are tracking on recent tasks. When it’s time to give feedback, sending a message to their leaders in Zipline is as easy and intuitive as sending a text or email.

IT Managers

Zipline brings disparate solutions together into an easy-to-access one stop shop and organizes information from those solutions in a streamlined, intuitive way, effectively eliminating the app overload problem that’s plaguing your frontline employees and giving them the right information at the right time to bring your company initiatives to fruition.


Balancing message requests from multiple departments, building lengthy emails, and copy-pasting information into clunky systems is a thankless job (and it’s getting crazier). With Zipline, content creators spend less time fighting formatting and wrangling distribution lists and more time producing meaningful work. Thanks to Zipline’s auto-magical publishing interface, what used to take multiple hours now takes as little as one click.

Human Resources

Give your field teams a tool that empowers them to do their most efficient (and satisfying) work, safely. With Zipline, HR professionals can ensure that all employees, regardless of location or role, are given the information they need to be in compliance with critical policies and feel more connected to the brand.


In banking, innovation can’t just exist inside the minds of the folks in the C-suite. Big, revenue-driving ideas only matter if they’re correctly executed in the field – and in today’s world only 29% of direction sent from HQ to retail locations is executed correctly. Zipline closes that gap – bringing execution to above 90% – so your executives feel confident that every employee, down to the part-time associate, understands how to bring the company vision to life.

See how Zipline can retool retail banking.