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Zendesk for financial services

Invest in client relationships

Whether you’re a growing company in the world of banking, insurance, wealth management or investments, delivering seamless support at scale can be a challenge. With Zendesk, all your client data is in one place—which allows your team to give advice and answer questions faster. And with the highest standard of data security, you can ensure that all of it stays safe and sound—giving them peace of mind and a better experience.

Join these leading financial institutions in delivering the best client experiences
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Logo: Monese
Logo: Lending Club
Logo: Lincolin Investment
Logo: Homebridge

The Zendesk for financial services approach

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A platform your clients can count on

To build strong relationships with your clients, you have to understand who they are and the new ways they’re interacting with your brand. The Zendesk platform brings in all the most important data from all parts of your business—from admin systems and CRMs to data warehouses and all the departments in between. Give your team quick access to key customer information, such as product usage, communication preferences and lifetime value, so agents can make personalised offers and provide bespoke support. The more you know your customers, the easier it is to deliver the personalised experience they expect.

Learn more about the Zendesk Platform
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Bring the bank to them

Clients are moving from bank branches to 24/7 access to their accounts—which means your clients expect a seamless support experience whenever and wherever they are. Zendesk makes it easy to make sure your clients are getting the personalised service they expect—on any channel. And with proactive support, it’s easy to anticipate needs before they arise—resulting in quicker responses and happier clients.

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Check out the Zendesk Support Suite for Omnichannel support
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Use AI on the fly

Delivering personalised service at scale is a challenge. With Zendesk, you can leverage automations, self-service and AI to provide financial advice quickly and efficiently. Your clients can find answers to their questions using a help centre to confidently make informed financial decisions. A knowledge base can power chatbots and AI to deflect questions while also gathering information to direct clients to the right representative if they need it. Because better communication leads to better relationships—and in the end, that’s what it all boils down to.

Learn more about Zendesk Guide and Answer Bot
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Put your trust in us

No client wants to worry about their sensitive data ending up in the wrong place. Zendesk’s data collection and storage is held to the highest security standard, ensuring that the right people on your team only have access to the data they need. With role-based permissions and a strong documentation system, it’s easy to be sure you’re demonstrating compliance with major regulations—and keeping clients your number one priority.

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Learn more about security features

See how these FinServ companies have transformed with Zendesk

Build loyalty

Keep ‘em smiling

“The more successful we are in keeping customers happy, the more likely they are to get an additional mortgage, refinance their mortgage or maybe recommend us to a friend or a family member.”
Ben Chapman

Director of Client-Facing Experience and Analytics

Customer Photo 2 Logo: Homebridge
Learn how Homebridge uses Zendesk to develop data-driven relationships

Challenge the industry norm

Be there no matter what

“We run a 365/24/7 contact centre across various channels including live chat on desktop and in-app live chat for mobile. Wherever our customers are, Starling is there to support them, and it’s all managed by Zendesk.”
Patrick Vardhan

Head of Customer Service

Customer Photo 3 Logo: Starling Bank
See how Starling Bank has increased client engagement with Zendesk
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