CRM and chatbot for fintech

Fintech companies are faced with unique challenges. They have to be responsive, accurate with their communication and try to achieve this in an incredibly fast-growing industry - with massive customer growth.

Zendesk is the preferred CRM solution for Xero, Wise, GoCardless, Mettle and many more for their IT service management.

Zendesk met all our technical requirements, was in the cloud, and gave us the flexibility to easily add new teams. Head and shoulders, Zendesk was above the other offerings.

Hadleigh Lynn

Head of Global Desktop Support team at Xero at

What we really liked about Zendesk is that it’s super integrable. We have a microservice type architecture, so we really liked that we are able to connect to different systems and services

Charlie Duke

Senior Product Manager at Mettle at

77%

of financial leaders agree that customer service is a critical business priority

25%

of agents working for financial companies feel empowered to do their jobs well.

54%

of consumers report that customer service feels like an afterthought for most of the businesses they buy from.

Zendesk Case studies

Scaling operations to meet changing needs

Zendesk is the preferred solution for Xero, Wise, GoCardless, Mettle and many more for their IT service management.

Xero and Zendesk

Xero wanted a partner that reflected their class-leading easy-to-use software - pitching ServiceNow, JIRA and Zendesk against each other in the RFP process.

Zendesk was their top pick, and by some margin too, as Hadleigh Lynn, who runs the Global Desktop Support team at Xero says: It met all our technical requirements, was in the cloud, and gave us the flexibility to easily add new teams. Head and shoulders, Zendesk was above the other offerings.

Mettle required something truly scalable that could be easily integrated - especially as their customer base increased 120% in 2020. As a fintech company who put their customers first, it was essential that they could respond with consistency and meet all the compliance requirements that come with a fintech brand.

Charlie Duke, Senior Product Manager at Mettle, saw the benefit of automation in the customer journey and turned to Zendesk to support. His aims were to have a service that was flexible, scaleable at speed, but also provided a cost-effective solution:

What we really liked about Zendesk is that it’s super integrable. We have a microservice type architecture, so we really liked that we are able to connect to different systems and services, such as our free accounting software FreeAgent, to help support our customers. With Zendesk we were also able to design and build an MVP (minimum viable product) in a matter of weeks or months and see value starting to come through very quickly. Ultimately, Zendesk gives us the flexibility and agility that we wanted and also enables us to maintain our competitiveness.

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