Skip to content

Deliver consistent, high-volume customer service across every channel

Turn seasonal peaks and high contact volumes into smooth, omnichannel support experiences — powered by Zendesk and implemented by retail CX experts.

Financial services

Built for control, compliance and trust

Financial services organisations must deliver fast, digital service while operating under strict regulatory and security requirements.

Premium Plus helps financial institutions use Zendesk to improve efficiency, consistency and control, without compromising compliance.

20201126_Kurt-Premium Plus_0216-bewerkt
Trusted by leading brands

Why financial services teams care about time to impact

In regulated environments, transformation must be careful and measurable. Leaders focus on reducing risk and improving service without destabilising existing processes.

Impact comes from standardisation first, not aggressive automation.

 

Standardise first to unlock fast, low‑risk impact

Results financial services teams typically achieve

+35%
Response time

Through structured workflows and prioritisation.

+9 pts.
CSAT

More consistent and reliable service builds trust.

Lower
Operations risk

Clear governance and access control reduce errors.

Why financial institutions trust Zendesk to balance service and compliance

Built for regulated operations

Zendesk supports structured workflows, role-based access and audit-ready reporting, allowing financial services teams to improve service efficiency while maintaining control, compliance and traceability across all customer interactions and internal processes.

Stocksy_unlicensed_comp_6190844

Secure automation without losing oversight

Zendesk enables automation of clearly defined, low-risk service processes while preserving approvals and escalation paths. This helps financial organisations reduce manual work and improve consistency without compromising governance or regulatory requirements.

20201126_Kurt-Premium Plus_0273-bewerkt-1

Visibility that strengthens trust

Zendesk provides real-time insight into SLAs, backlog health and service performance. When configured correctly, this visibility supports compliance reviews, operational decision-making and leadership reporting without introducing additional risk or complexity.

20201126_Kurt-Premium Plus_0158-bewerkt-1

Retail service maturity model

Retail organisations rarely start at the same maturity level. Understanding where you are today determines what will actually deliver impact.

  • Level 1 – Reactive service

    Support is fragmented across channels. Response times fluctuate heavily during peaks. Reporting is limited and teams are constantly firefighting.

    Typical focus: visibility, basic routing, stabilisation

  • Level 2 – Structured operations

    Zendesk is implemented, channels are connected and basic automation exists. Performance improves, but optimisation is still manual and inconsistent.

    Typical focus: workflow design, reporting, early automation

  • Level 3 – Optimised retail service

    High-volume use cases are automated, agents work with full context and performance is actively managed across brands and regions.

    Typical focus: deflection, efficiency, consistent CSAT

  • Level 4 – Predictable and scalable

    Service performance remains stable during peaks. Data is used to forecast volume and improve journeys proactively.

    Typical focus: peak-readiness, continuous optimisation, cost control

See how leading organisatons scale CX without scaling headcount

Get the CX Trends 2026 report to learn how top brands cut resolution time by 30% and improved loyalty through AI and automation.

Cover Zendesk CX Trends 2026

Results from teams just like yours

Campage-Shoot-12-07-23-126_2023-11-08-135622_spjd
hero-solution-1024x582
TUI_787_DREAMLINER_F048WebOriginalCompressed

Financial services maturity model

  1. level 1

    Reactive

    Manual handling, high risk and limited visibility.

  2. Level 2

    Structured

    Structured workflows and basic governance in place.

  3. Level 3

    Optimised

    Efficient, compliant and measurable service delivery.

  4. Level 4

    Predictable

    Stable, auditable and continuously improving operations.

How we help financial services teams

Faster, smarter support for every shopper interaction

Frequently Asked Questions

Is Zendesk suitable for regulated financial services environments?

Yes, when configured correctly. Zendesk supports role-based access, structured workflows and audit-ready reporting. Compliance depends on governance and configuration, not on the tool alone. We design Zendesk setups specifically for regulated contexts.

How do you balance automation with compliance and risk control?

We apply automation selectively. Low-risk, rule-based processes can be automated safely, while sensitive workflows include approvals, restricted access and manual validation. Automation is used to increase consistency, not to remove oversight.

Can Zendesk support audit and regulatory reporting requirements?

Yes. We design reporting structures that support internal audits, SLA tracking and compliance reviews. This includes clear workflow logic, historical data access and traceability of actions taken within the platform.

How do you manage data access across teams and departments?

We implement strict role-based permissions so teams only see data relevant to their function. This reduces risk, supports segregation of duties and ensures sensitive information is handled appropriately across the organisation.

How do you migrate from legacy systems without disrupting service?

We use phased migrations with parallel runs where needed. Critical workflows are tested extensively before go-live to ensure service continuity and regulatory requirements are met throughout the transition.

How quickly can financial services teams see measurable impact?

Early impact often comes from standardisation and visibility. Teams typically see improved response times, clearer ownership and reduced operational risk within the first weeks, with broader efficiency gains following over the next months.

What usually slows financial services service transformations down?

Overly manual processes, unclear governance and fear of change often delay progress. We address these by introducing structure first, then optimising step by step within regulatory boundaries.

Frequently asked questions

Do you offer assistance for Zendesk implementation?

Most implementations take 4-8 weeks depending on complexity. We start with a discovery phase to map your workflows, then configure Zendesk to match your needs. Simple setups can go live in 2-3 weeks, while enterprise implementations with multiple brands and integrations typically take 6-12 weeks.

Can Zendesk integrate with our existing CRM and tools?
Yes. Zendesk offers native integrations with major platforms like Salesforce, HubSpot, Shopify, and Slack. We also build custom integrations using Zendesk's API to connect with your logistics systems, internal databases, or proprietary tools. Most integrations are completed within the implementation timeline.
What kind of ROI can we expect from implementing Zendesk? Our clients typically see ROI within 6-9 months. Key metrics include 25-40% reduction in cost per ticket, 30% faster response times, and 8-12 point CSAT improvements. The exact ROI depends on your current setup, but we provide a detailed assessment before starting so you know what to expect.
What support do you offer after go-live? We provide ongoing support through quarterly health checks, optimization sessions, and access to our team for questions or adjustments. We also offer training for new team members, help with scaling as you grow, and proactive recommendations based on Zendesk updates and industry trends.

Ready to stabilise and scale customer service

Deliver an efficient, compliant service customers trust.

Kurt-1-1959x2048-1-980x1024