Zendesk for financial services

Invest in client relationships

Whether you are 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, allowing your team to give advice and answer questions faster, with the highest data security standard.

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Join leading financial institutions

SiemensmoneseLendingClubLincoln InvestmentHomebridge

A platform your clients can count on

Zendesk connects the most important data from all parts of your business, from admin systems and CRMs to data warehouses and everywhere in between. Give your team quick access to key customer information, like product usage, communication preferences and lifetime value, so agents can make personalised offers and provide bespoke support.

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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 wherever they are. With the support that anticipates problems before they arise, you will have quicker responses and happier clients.

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AI on the fly

Leverage automation, self-service and AI to provide financial advice quickly and efficiently. Your clients can find answers using a help centre and make informed financial decisions. Your knowledge base can power chatbots and AI to deflect questions while also gathering information that directs clients to the right representative.

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Put your trust in us

We hold our data collection and storage to the highest security standard, ensuring that the right people can access only the data they need. With role-based permissions and strong documentation, it is easy to be sure you are demonstrating compliance with major regulations while protecting client data.

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See how Zendesk fits your needs

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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 recommend us maybe to a friend or a family member.”

Ben Chapman

Director of Client-facing Experience and Analytics

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Starling Bank

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 is all managed by Zendesk.”

Patrick Vardhan

Head of Customer Service

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