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Financial services

Resources for building best-in-class financial services CX.

Lessons from an AI success story—with XP’s Guilherme Kolberg

Hear how one of Latin America’s largest investment firms is leveraging AI to improve their customer experiences and already seeing results.

Latest stories

State of Financial Services CX 2023

Get the latest research and expert tips on how to create game-changing financial services CX in 2023.

3 min read

How to use AI to cut customer service costs in financial services

Learn how to lower costs without sacrificing your customer experience.


How to cut digital customer service costs in financial services

Tailor your customer service into tiers to reduce costs.

9 min read

5 banking customer experience trends to consider for 2024

Banks that consistently optimize the customer experience grow faster. Here are trends and best practices to help guide your CX strategy—and drive customer relationships that last.

Meet us at the top

Read the Zendesk Customer Experience Trends Report.

White Paper

Why financial institutions need to invest in personalization now

Here's how to scale support to serve customers efficiently, make the most of your customer data, assess your CX, and more.

Why financial services companies need to invest in CX now

In this guide, we explore how financial services companies can transform their CX while reducing costs.

1 min read

How financial services companies have modernized the customer experience

Once seen as an industry steeped in tradition and with little hands-on customer support, financial services…

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