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Zendesk AI for financial services

AI finance software built on trust

Zendesk AI gives you regulatory peace of mind with fast, compliant and personalised support across banking, insurance and fintech. Ensure customers have 24/7 access to their money with best-in-class financial support.

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Zendesk AI for finance

Secure, compliant AI for finance

Automate account and claims enquiries

Instantly handle routine questions – like account updates or policy info – freeing your agents to deal with 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 whilst 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 whilst routing sensitive matters to trained agents.

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Copilot

AI finance software that’s human-first

Copilots customise responses with a compliant, friendly tone and provide agents with context for better, faster decisions – especially under regulatory pressure.

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Testimonials

Homebridge
“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

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Support internal teams with compliant AI

Make employee service effortless

AI agents handle routine internal requests – like system access, policy lookups and IT help – whilst adhering to strict data privacy and compliance standards. Copilots assist with navigating procedures and documentation, helping teams stay efficient and audit-ready.

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ENTERPRISE-GRADE SECURITY

Ensure your people only see the data they need to

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.

Additional resources

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