Help Desk Software for Financial Services
Improve your customer service & build long-term client relationships
Financial help desk software allows your business to convert all customer queries, requests, and complaints into support tickets. Your financial institution can interact with customers on multiple channels, prioritize urgent tickets, track their progress, and build stronger client relationships with delightful support.
Automatically assign support tickets to your available agents and never lose a conversation again. Set automated email alerts and notifications to keep agents and customers updated throughout the ticket lifecycle.
With financial services customer service software, you can easily create and update your self-service portal. Allow customers to resolve their basic queries at their own pace and reduce support costs.
Customer satisfaction surveys can help you measure the quality of customer service in financial services. Share CSAT NPS surveys and improve the customer experience.
Not every request received by your financial institution deserves immediate attention. Sort tickets based on their priority (High, Low, or Normal) and allow your staff to focus on urgent issues.
Gauge agent promptness in responding to customer inquiries and complaints. Track relevant performance metrics such as ticket response time, resolution time, open tickets, and more.
Easily integrate our finance helpdesk with your day-to-day business tools and enhance team productivity. Bridge the gap between sales and support teams with Salesforce and MS Dynamics integrations.
Whether your customers contact you via email, live chat, web forms, or help center, you can easily bring all support channels onto a single platform. Use our finance help desk to manage all your customer-facing inboxes (support@, queries@, complaints@, etc.) in one place. Quickly assist prospects or customers via live chat and delight them with faster solutions. Design attractive forms for your website and let agents get all the context they need to offer delightful support.
Control who gets to access sensitive data or streamline workflows with the help of roles and permissions. ProProfs Help Desk offers different roles such as Admin, Manager, Staff, and Watcher to keep your data highly secure. Restrict access to your help center by keeping it public or private. Our software and data are hosted on reliable and trustworthy IBM servers for top-notch security.
Encourage real-time collaboration among the different departments of your financial company. Discuss complex support tickets using internal notes that are only visible to your team and hidden from customers. You can even break a ticket into multiple child tickets and assign them to different departments. Create canned responses for multiple situations such as loan approvals, interest rate inquiries, etc., and share faster email replies.
Deflect common customer queries related to account opening, insurance terms & conditions, etc., by creating a self-service knowledge base. Enrich your self-help repository by uploading relevant documentation, FAQ pages, videos, and forms. Our software for finance companies comes with 100+ beautifully designed templates to help you meet all your branding and customization needs. Share links to relevant help articles with customers and reduce your ticket volume.
Automatically assign tickets to agents and ensure every ticket has an owner.
Assign different roles to agents to limit their access to sensitive customer information.
Use IP restrictions to limit the access of your help desk to a few IP addresses.
Search for all ongoing and past conversations within seconds and gain all the context you need.
Use intelligent built-in reports to monitor daily, weekly, and monthly performance.
Create meaningful surveys and capture customer feedback in real-time.
Everyone should give it a try!
I love ProProfs user experience. The interface is easy to use yet packed with powerful settings.
Director of Technology Initiatives, Touro College
Excellent Customer Service!
ProProfs support is one of the best I have experienced. They truly care about their customers and deliver resolutions fast.
Health Licensing Coordinator, Nebraska Department of Human and Health Services
No credit card required.