Invest in client relationships
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 of your client data is in one place—which allows your team to deliver advice and answers to their questions faster. And with the highest standard of data security standards, you can ensure that all of it stays safe and sound—giving them peace of mind and a better experience.
Bill.com - Monese - Lending Club - Lincoln Investments - Credit Karma - Betterment - Stripe - Homebridge - iCard
Join these financial institutions in delivering the best client experiences
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 CRM to data warehouses and all the departments in between. Give your team info about clients’ loan applications, other products, credit history and more to make more personalized offers and provide more bespoke support. The more you know about your customers, the easier it is to deliver the personalized experience they expect.
Learn more about the Zendesk platformBring 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. Whether they’re engaging with your products on mobile apps, websites, chats or phone calls, Zendesk makes it easy to make sure your clients are getting the personalized 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.
Check out the Zendesk SuitePersonalize at scale
Delivering personalized 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 center 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 GuidePut 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, and ensures that the right people on your team have access to only the data they need. With role-based permissions and a strong documentation system, it’s easy to ensure compliance with major regulations and keep clients your number one priority.
Check out Zendesk SecurityZendesk Sunshine
Seamless Support
Service at Scale
Secured Customer Service
40%
of banking clients would be more inclined to stay with their bank if it offered more personalized service.
Teams trust our product
Build loyalty
“The more successful we are in keeping customers happy, the more likely they are to get an additional mortgage, refinance their mortgage, or recommend us maybe to a friend or a family member,” – Ben Chapman, Director of Client-facing Experience and Analytics
Challenge the industry norm
“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