Transform your Banking Customer Service
Experience with Desk365

Optimize, enhance, and improve your customer service with the right helpdesk
software for financial service management.

No credit card required.

Trusted by financial organizations around the world

Why does the financial industry need customer service software?

In the fast-paced world of finance, exceptional customer service is paramount. Customer service software streamlines communication, enhances client interactions, and ensures compliance with regulatory requirements. With advanced helpdesk features like real-time support, ticket management, and data security, financial institutions can deliver timely, accurate assistance while safeguarding sensitive information.

Why invest in robust financial helpdesk software?

Financial desk software provides a centralized platform to streamline various financial
processes, enhance productivity, and ensure compliance with regulatory requirements.

Centralized financial control

Consolidate all financial ticket activities, including budgeting, expense tracking, invoicing, and payments, within a unified platform.

Advanced reporting

Generate detailed reports and analytics to gain valuable insights into financial performance, trends, and opportunities for optimization.

Scalability and adaptability

Scale the Desk365 solution to meet the evolving needs of your business, whether youā€™re a startup or a large enterprise.

How financial helpdesk software transforms business operations?

Whether you’re managing a financial organization ā€“ a bank, a stock exchange, or providing financial consulting, Desk365ā€™s service desk offers a seamless helpdesk solution for creating, tracking, and managing support tickets from any location.

Unified inbox

Streamline your support process by managing all ticketsā€”from account openings and verifications to closuresā€”within a single, intuitive interface. Track every request from start to finish with ease.

Enhanced data security

In banking and finance, ePHI is vital for customer privacy and regulatory compliance like GDPR. Desk365 secures ePHI using Advanced Encryption Standard (AES) for field-level encryption, protecting sensitive financial and personal data from unauthorized access and ensuring compliance.

Priority assignment

Improve customer satisfaction by prioritizing tickets based on their urgency and importance, ensuring that critical issues receive prompt attention.

Customer support

Offer flexible customer support options, whether 24/7 or during business hours. Convert chat interactions into tickets and enable multi-agent collaboration to resolve issues effectively.

Feedback

Gather valuable insights through customer surveys to understand their perceptions of your support team. Use this feedback to continuously enhance the customer experience.

Elevate customer satisfaction with Desk365's comprehensive financial helpdesk software

Delight your customers on every front

Omni-channel support

Ensure seamless communication by being available on all channels. Desk365 offers omnichannel support via Teams, Email, Support Portal, Web Widget, and Web Form.

Instant alerts

Keep your agents informed in real-time with instant notifications via email and Microsoft Teams.

Efficient collaboration

Empower your agents to collaborate and provide great support by adding private notes, contact comments, watchers, share to, etc.

Empower customers with self-service options

Knowledge base

Easily create and share solution articles with your team, review them, and publish them for customer access using a self-service portal. Make selected folders public for easy access on the support portal.

Multi-brand knowledge base

Tailor a unique help center portal for different customer segments such as banks and financial institutions by displaying different folders of solution articles using the multi-brand knowledge base feature.

Optimize efficiency with modern ticketing

Automations

Trigger automation rules and workflows during ticket creation and updates based
on ticket/customer properties and events.

Service Level Agreements (SLAs)

Configure SLAs to provide agents with timely reminders before deadlines.

Integration

Seamlessly integrate Desk365 with in-house or third-party apps and services using
the Desk365 API/Webhook or Desk365 Power Automate connector.

Canned responses

Streamline responses to routine requests with pre-configured canned responses.

Enhance support performance with robust reporting

Custom reports

Build custom reports to monitor your team’s performance, visualizing data with powerful charts.

Ticket trend analysis

Analyze ticket trends based on various ticket fields to identify patterns and areas for improvement.

Customer satisfaction surveys

Measure customer satisfaction with your support team using different survey modules.

Ticket Management

Workflow Automation

Customization

Integrations

Omni-Channel

Data & Analytics

Support

We also offer a Free Plan with a limited set of features for hobby projects and testing purposes. Limited to 3 agents and 50 tickets per month.

No credit card info needed

No credit card info needed

No credit card info needed

Discover Desk365's pricing options today

Financial desk software provides a centralized platform to streamline various financial processes, enhance productivity, and ensure compliance with regulatory requirements.

USD

Pro Plan

All-inclusive plan covers all the features you need to provide great customer service.

CUSTOMIZE TO FIT YOUR NEEDS:

Currency Heading

$12

per agent per month

No credit card info needed

Ensure data security

We prioritize the safety of your valuable information, exemplified by our adherence to SOC2 Type 2 compliance standards. Our platform is HIPAA compliant and hosted on AWS Cloud and Microsoft Azure, featuring robust encryption, secure authentication, and GDPR compliance. Trust in us to securely handle and protect your data.

Choose a partner that helps you succeed