Customer support software you can bank on.

Whether your focus is banking, brokerage, or mortgages, your financial institution needs the best help desk software in the industry.

More self-service.

For questions about standard procedures, like loan approvals and opening or closing accounts, your clients can access your self-service portals. This way, they find answers faster, and your ticket load decreases significantly.

Better team collaboration.

Enable members from Audit, Budgeting, Credit, and other divisions to pitch in using the Ticket Share feature in Zoho Desk. What's more, you can manage customer support for each of these departments independently.

Absolute security.

Handle sensitive financial information with role-based access control. You can control who sees what information and who performs what task. Set up role and profile permissions to keep your client information secure.

Zoho Desk is the go-to help desk software for financial institutions.

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million users trust Zoho to run their business

What makes Zoho Desk so essential for your business?

Multichannel ticketing

Always stay within reach of your clients, whether they use phone, email, live chat, social media, or web forms. Zoho Desk brings tickets from every channel into a unified platform.

Intelligent automations

Create automations that bring overdue tickets to your attention, and set automatic assignment rules. Get notified on ticket updates or customer responses and ensure that you fulfill all service level contracts.

Insightful reports

Use intelligent built-in reports or create your own customized reports. Get real-time reports delivered right to your inbox, so you can make informed decisions on how to improve your business.

CRM integration

Schedule appointments with your clients or handle calls with prospects with the Zoho CRM integration. Now you can enhance client relationships, up-sell, or cross-sell right from your help desk.

Measure CSAT

Measure customer happiness, collect feedback, and track trends to improve your customer experience. You can also create automated follow-up processes to ensure that you keep your high-value clients happy.

Accounting software integration

Using the Zoho Books integration, you can view outstanding payments, raise an estimate or invoice within a ticket, and change payment status as required.

Our customers love us.

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 "

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