ZENDESK for Financial service
Invest in client relationships
Software that combines customer data in one place. For fast service with the highest data security standards. Rest assured that all data is safe.
Join these leading financial institutions
in delivering the best client experiences
The Zendesk for financial services approach
Customer data in one place
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, like product usage, communication preferences, and lifetime value, so agents can make personalized offers and provide bespoke support. The more you know your customers, the easier it is to deliver the personalized experience they expect.
Customer data in one place
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, like product usage, communication preferences, and lifetime value, so agents can make personalized offers and provide bespoke support. The more you know your customers, the easier it is to deliver the personalized experience they expect.
Customer data in one place
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. Give your team quick access to key customer information so agents can make personalized offers and provide be spoke support. The more you know your customers, the easier it is to deliver the personalized experience they expect.
Be with customers
whenever they want.
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 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.
Be with customers
whenever they want.
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 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.
Be with customers
whenever they want.
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 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.
Use AI on the fly
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.
Use AI on the fly
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.
Use AI on the fly
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.
Data security comes first.
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 be sure you’re demonstrating compliance with major regulations—and keeping clients your number one priority.
Data security comes first.
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 be sure you’re demonstrating compliance with major regulations—and keeping clients your number one priority.
Data security comes first.
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 be sure you’re demonstrating compliance with major regulations—and keeping clients your number one priority.
See how these FinServ companies have transformed with
CREATE A SYSTEMATIC SERVICE
Easy and secure access
“As the No. 1 cryptocurrency exchange in Thailand, we receive a lot of inquiries per day. And it doesn’t happen just from the customer side, but also from the business side. We’re very lucky to have used Zendesk since day one. We wouldn’t be able to manage our ticket volume or run our support team using email or Google sheets.”
Atthakrit Chimplapibul
Co-founder and CEO at Bitkub
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 recommend us maybe to a friend or a family member.”
Ben Chapman
Director of Client-facing Experience and Analytics
CREATE A SYSTEMATIC SERVICE
Easy and secure access
“As the No. 1 cryptocurrency exchange in Thailand, we receive a lot of inquiries per day. And it doesn’t happen just from the customer side, but also from the business side. We’re very lucky to have used Zendesk since day one. We wouldn’t be able to manage our ticket volume or run our support team using email or Google sheets.”
Atthakrit Chimplapibul
Co-founder and CEO at Bitkub
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 recommend us maybe to a friend or a family member.”
Ben Chapman
Director of Client-facing Experience and Analytics
CREATE A SYSTEMATIC SERVICE
Easy and secure access
“As the No. 1 cryptocurrency exchange in Thailand, we receive a lot of inquiries per day. And it doesn’t happen just from the customer side, but also from the business side. We’re very lucky to have used Zendesk since day one. We wouldn’t be able to manage our ticket volume or run our support team using email or Google sheets.”
Atthakrit Chimplapibul
Co-founder and CEO at Bitkub
สร้างความภักดีต่อแบรนด์
ยิ้มเข้าไว้ ทำให้เขามีความสุข
“ยิ่งเราประสบความสำเร็จในการรักษาลูกค้าให้มีความสุขมากเท่าไหร่ ก็ยิ่งมีแนวโน้มที่จะได้รับการจำนองและรีไฟแนนซ์สินเชื่อที่อยู่อาศัยมากขึ้นเท่านั้น หรือลูกค้าจะแนะนำเราให้กับเพื่อนหรือสมาชิกในครอบครัวของเขา”
Ben Chapman
Director of Client-facing Experience and Analytics
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
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
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
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