Zendesk AI gives you regulatory peace of mind with fast, compliant, and personalized support across banking, insurance, and fintech. Ensure customers have 24/7 access to their money with best-in-class financial support.
Instantly handle routine questions—like account updates or policy info—freeing your agents to handle complex, high-value conversations.
Equip agents for high-stakes service
Copilot guides agents with customer context, suggested replies, and a tone tuned for empathy and professionalism that’s critical in financial interactions.
Scale securely
Increase support efficiency while staying compliant. Zendesk AI supports data privacy requirements and integrates easily with your core systems.
AI agents
Resolve high-volume questions with confidence
AI agents manage tasks like PIN resets, balance queries, and document uploads while routing sensitive matters to trained agents.
Copilots tailor replies with a compliant, friendly tone and provide agents with context for better, faster decisions—especially under regulatory pressure.
“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, Homebridge
“One of the nicest things now is hearing how the operational teams in the different regions are using Zendesk. They are excited to see what further capabilities they can gain with the platform and the AI integration.”
“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, Homebridge
“One of the nicest things now is hearing how the operational teams in the different regions are using Zendesk. They are excited to see what further capabilities they can gain with the platform and the AI integration.”
AI agents handle routine internal requests - like system access, policy lookups, and IT help - while adhering to strict data privacy and compliance standards. Copilots assist with navigating procedures and documentation, helping teams stay efficient and audit-ready.
Zendesk provides you with strong role-based permissions and documentation features, making it easy for your company to demonstrate compliance with major regulations. For the next level of data privacy and security, we offer advanced data privacy and protection.
