Unlock customer success in financial services

Why does the financial services industry need helpdesk software?

The financial services industry is fast-growing, and you need the right tools to keep up. When you get the best-in-class helpdesk for financial service businesses, you can keep all your customer conversations and their data in a single secured place. And on top of that, you can get your hands on superior features to automate and innovate customer service.

Scale across channels
everyone chip
Offer service 24/7
Secure customer data

What can a helpdesk software do for finance businesses?

Whether you're into banking, wealth management, brokerage, or mortgage accounts, your financial institution needs the best helpdesk software available to streamline day to day financial processes and address a high volume of tickets.

Scale across channels

Your clients can reach out however they want, whether they use a phone, email, live chat, social media, or web forms. The best customer support software for the finance industry brings you tickets from every channel onto a unified view. Now, you can respond to every client request from a single intuitive interface.

Let everyone chip in

Enable members from Audit, Budgeting, Credit, and other divisions to pitch in using the Ticket Share feature inside your ticketing system. Set up multiple departments inside your helpdesk and create simple rules to send tickets to the right department automatically. You can also manage customer support for each department independently.

Offer service 24/7

For FAQs about standard procedures, such as loan approvals and opening or closing accounts, your clients can access your self-service portals. You can set up a knowledge base to serve your customers 24/7 and add widgets to your websites to help customers access them quickly. This way, your helpdesk lets your clients find answers faster, thereby reducing your ticket load.

Secure customer data

Handle sensitive financial information with role-based access control. You can control who sees what information and who performs which task. Zoho Desk lets you set up and customize role and profile permissions to keep your client information secure.

Try the industry's leading helpdesk software today

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What makes Zoho Desk the industry's best helpdesk software?

Zoho Desk, the industry's first context-aware customer support software, offers cutting-edge features that meet the growing demands of the financial services industry. It's easy to set up and fits your budget perfectly.

Intelligent automations
Create helpdesk automations that bring overdue tickets to your attention and set automatic assignment rules. Save time using macros and workflows. Get notified about ticket updates or customer responses and ensure that you fulfill all service level contracts.
Insightful reports
Keep your customer support analytics at your fingertips. Use intelligent built-in reports from Zoho Desk or create your own customized ones. Get real-time reports from your helpdesk delivered straight to your inbox, so you can make informed decisions on how to improve your business.
Traceable CSAT
Measure customer satisfaction, collect feedback, and track trends to improve your customer experience after every interaction in Zoho Desk. You can also create automated follow-up processes to ensure that you keep your high-value clients happy.
Customized setup
Reflect your brand voice in your helpdesk to build customer's trust. Zoho Desk offers customizations to match the theme, logo, and color of your company. You can also customize ticket layouts, statuses, email responses, and more to meet your needs.
Powerful integrations
Reflect your brand voice in your helpdesk to build customer's trust. Zoho Desk offers customizations to match the theme, logo, and color of your company. You can also customize ticket layouts, statuses, email responses, and more to meet your needs.

MS Teams
Trello
Zoho Assist
Zoho Books
Zoho CRM
Slack
Jira
Intercom
Gsuite
Mobile ready helpdesk
Manage tickets and track SLAs on your mobile device with the Zoho Desk mobile app. Managers can also track important stats instantly using the Radar app.

MS Teams
Trello
Zoho Assist
Zoho Books
Zoho CRM
Slack
Jira
Intercom
Gsuite

1/3

Felipe Quiceno Manager
"Our company has been trying a lot of help desk apps for a long time, always feeling that something is missing, Zoho Desk helped us to change that."
Alexander Buhler Manager
"Easy to set up, nice design, and easy to navigate. Great value for small projects and can be scaled to larger projects at any time."
Swaroop Naik Senior Manager
" As a platform, it has a simple user interface and can be customized according to our specific requirements without much effort. The customer service team at Zoho has provided us excellent support as well."

Felipe Quiceno Manager
"Our company has been trying a lot of help desk apps for a long time, always feeling that something is missing, Zoho Desk helped us to change that."
Alexander Buhler Manager
"Easy to set up, nice design, and easy to navigate. Great value for small projects and can be scaled to larger projects at any time."
Swaroop Naik Senior Manager
" As a platform, it has a simple user interface and can be customized according to our specific requirements without much effort. The customer service team at Zoho has provided us excellent support as well."