2024-11-20 18:23:29

ZENDESK For Financial Services

Invest in client relationships


  • Company Name : Zendesk



  • About Solution :

    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, 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.

     

    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 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.

     

    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, 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.

     

  • Industry:

  • Accounting & Finance,Banking,Healthcare & Pharmaceuticals,Manufacturing
  1. Feature 1 : Everything you need to help your customers Get access to channels, features, and functionalities.
  2. Feature 2 : Satisfy them with speed Sophisticated tools to help your agents close cases faster.
  3. Feature 3 : Personalize your solution Flexibility to tailor your Zendesk Support to meet the needs of your team.
  1. USP 1 : A multi-channel support ticketing system
  2. USP 2 : A lean, confident content solution
  3. USP 3 : You keep your customers’ data safe
  1. Price 1 : 0
  2. Price 2 : 19
  3. Price 3 : 59
  1. Feedback 1 :

    “We are a regulated organisation, and this is where Zendesk is particularly useful for us. We have a record of all interactions to create an audit trail, to review what we’ve done with customers, and to be able to go back and ensure that we’ve completed everything that we promised our customers or obligated ourselves to do.”

    James Shanahan

    Chief Operating Officer at Singapore Life

  2. Feedback 2 :

    “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

     

  1. Story 1 :

    Singapore Life disrupts the life insurance market with Zendesk’s omnichannel solution.

    Singapore Life, a digital-only life insurance company, emphasizes the importance of the customer experience to its business model and explains why it uses an omnichannel solution for support, earning a 96% satisfaction rating.

  2. Story 2 :

    Homebridge + Zendesk: Scaling support and serving customers well.

     

    Fast-growing Homebridge credits much of its success to superior customer service, powered by Zendesk. Even though the company has more than tripled in size agents can collaborate effectively, prioritize their work easily, and seamlessly create great customer experiences.

     

  3. Story 3 :

    Starling Bank + Zendesk: Scaling and adapting for 365/24/7, omnichannel support.

     

     

    The mobile-only bank is challenging and transforming the financial industry by making it easy for people to get help managing their wealth where and when they want to.

     

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