Zendesk for Financial Services

Discover how Zendesk transforms financial services through intelligent CX solutions. Build trust and loyalty through secure, compliant customer interactions that meet the highest standards of financial regulation.

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Trusted by leading brands
FINANCIAL SERVICES Challenges

We Understand Your Challenges

Regulatory Compliance
Ensure every customer interaction meets GDPR, FCA, and other regulatory requirements.
Customer Onboarding
Streamline KYC and onboarding processes while maintaining compliance.
Fraud Prevention
AI-powered detection and response to protect customers and your business.
Personalised Service
Deliver tailored financial advice and support at scale.

Our solutions for Financial Services

Successfully leveraging Zendesk AI goes beyond activating features. We partner with you to ensure every aspect of your business is prepared for the transformation, maximising benefits from AI-powered agents, copilots, and intelligent workflow automation.

Hear From —
Businesses That Trusted redk

activpayroll: Transforming CX in Global Payroll Operations

activpayroll partnered with redk to enhance their global customer query management, achieving greater visibility, consistency, and operational efficiency across more than 150 countries while maintaining the highest standards of data accuracy and customer service.

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LEARN WITH REDK

3-Part Zendesk AI OnDemand Series

A structured learning journey to master Zendesk AI from foundation to future-proofing.

Getting Started with Zendesk AI: Quick Wins for Smarter Support
Low-effort AI, real results: start transforming support without complex projects.
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Autonomous Service: The Next Generation of AI capabilities in Zendesk
From assistance to action: how autonomous AI is reshaping customer service.
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AI Agents – Zendesk intelligent assistants in action
A step-by-step guide to implementing AI and AI Agents in Zendesk
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Tangible Results:
400+ Success Stories

The redk Advantage:
Your Success Factor in AI Transformation

As a specialised consultancy exclusively in CRM and Customer Experience, our team delivers senior-level expertise with a focused, agile approach, ensuring your AI strategy is not just implemented, but thrives.

Senior & Experienced Team
Dedicated Engineering Capabilities
Deep Business Knowledge
Long-Lasting Relationships

Why redk?

  • Award Winning Premier Partner
  • 400+ Zendesk projects delivered
  • 20+ years of CRM & CX expertise
From the very beginning, redk helped us define use cases, functional models, and the best way to implement processes. Their knowledge of Zendesk was unparalleled, and I cannot imagine the integration without their guidance.

Inma Costa
Executive at Consum