What is Financial Help Desk Software?

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.

What is Financial Help Desk Software

Benefits of Helpdesk Software in the Financial Service Industry

Financial Help Desk Software Benefits
Automate Your Support Process

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.

Financial Help Desk Software Benefits
Promote Self-Service

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.

Financial Help Desk Software Benefits
Measure Customer Satisfaction

Customer satisfaction surveys can help you measure the quality of customer service in financial services. Share CSAT NPS surveys and improve the customer experience.

Financial Help Desk Software Benefits
Prioritize Urgent Tickets

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.

Financial Help Desk Software Benefits
Monitor Agent Performance

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.

Financial Help Desk Software Benefits
Integrate with Other Tools

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.

Delight Clients with Multichannel Communication

Connect with clients via email, live chat, & web forms

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.

  • tick ProProfs chat tick Shared inboxes
  • tick ProProfs chat tick Resolve queries via live chat
  • tick ProProfs chat tick Design forms for your website

Enjoy High Control & Security

Control who sees what & secure your clients’ sensitive information

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.

  • tick ProProfs chat tick Control access with roles & permissions
  • tick ProProfs chat tick Keep your help center public or private
  • tick ProProfs chat tick Servers hosted with IBM
Manage  high control & security with financial help desk

Secure & Flexible Help Desk Software Designed for Your Team

Collaborate Across Your Financial Company

Allow members from Audit, Loan, Asset to work together
Real-time collaboration with finance help desk

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.

  • tick ProProfs chat tick Discuss using internal notes
  • tick ProProfs chat tick Assign tickets to different departments
  • tick ProProfs chat tick Reply faster with canned responses

Encourage Self-Service with Knowledge Base

Empower customers & employees with instant self-help

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.

  • tick ProProfs chat tick Upload FAQs, documentation, & forms
  • tick ProProfs chat tick Customize to match your brand
  • tick ProProfs chat tick Reduce ticket volume

Must-Have Features of Helpdesk Software in Financial Industry

  • Help Desk Software Features in Financial Industry
    Automated Ticket Assignment

    Automatically assign tickets to agents and ensure every ticket has an owner.

  • Help Desk Software Features in Financial Industry
    User Roles & Permissions

    Assign different roles to agents to limit their access to sensitive customer information.

  • Help Desk Software Features in Financial Industry
    IP Restrictions

    Use IP restrictions to limit the access of your help desk to a few IP addresses.

  • Help Desk Software Features in Financial Industry
    Advanced Search

    Search for all ongoing and past conversations within seconds and gain all the context you need.

  • Help Desk Software Features in Financial Industry
    Insightful Reports

    Use intelligent built-in reports to monitor daily, weekly, and monthly performance.

  • Help Desk Software Features in Financial Industry
    Customer Feedback Surveys

    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.
    Daniel Stein
    Professor Daniel Stein

    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.
    Bill Wisell
    Bill Wisell

    Health Licensing Coordinator, Nebraska Department of Human and Health Services

ProProfs is a Recognized Leader in Customer Support

Press & Ratings

ProProfs Help Desk Software Capterra Review
ProProfs Help Desk Software SoftwareSuggest Review
ProProfs Help Desk Software FinancesOnline Review
ProProfs Help Desk Software G2Crowd Review
ProProfs Help Desk Software SaaSGenius Review
ProProfs Help Desk Software CrozDesk Review

Try ProProfs Financial Help Desk Software for Free

Easily improve your customer service & build long-term client relationships
Get Started Free

tick Created with Sketch. No credit card required.

Try it Free Get a Demo
Sign Up Free