Help Desk Software for Financial Organizations
Customer Support Software for Modern Finance Services
Building Financial Care for the Long Run
Be it a bank, or stock broking or financial consulting, servicing the customers is the most important aspect of business.
All this from a centralized solution that is available on the cloud or on-premise and has great security features in place for data privacy.
ServiceTonic has been designed to simplify customer service in your financial institution to help you establish a strong client base and fortify relationships.
The long-term success of banks and financial institutions is driven by integrity, ingenuity and uncompromising service.
ServiceTonic Helpdesk focuses on these basic principles of success by ensuring the highest level of service, access to information and customer satisfaction
Benefits & Uses of Help Desk Software in Financial Services Industry
A Financial Help Desk Software to Create Tickets, Respond to Queries and Provide Better Customer Service
Request Tracking and Service Catalog
Centralize ticketing management from request to resolution. Define service Catalog for standard processes like loan approvals, customer account verification, new account opening, account closure etc.
Your agents can raise a ticket to deal with telephone, email, user portal and chat.
Multiple Account Handling
Set up multiple accounts to route emails to the relevant department and case handler for processing
With Out of the box Email Integration, deliver quick and efficient responses to customers.
Setup of Appointments and Scheduling
Prospects / Customers / Employees
Centralized repository for Training and process documents.
Provide Chat support for client queries and questions. Easily convert chat session history into tickets that can be resolved through multiple agent collaboration.
IT Service Desk
Use the IT service desk that has great features and automation and is ITIL certified for process standardization.
Support Multiple Departments
Multiple Service Desks in just one installation: IT Services, Human resources, Facilities management…
Prioritise your high-value customers and improve your Customer Experience.
Make your team more efficient with our productivity dashboard
Requests, documents and any relevant information necessary to fulfil a claim or other business enquiry request
Requests / Incident Tracking
Using surveys to improve your customer experience
Sales & Accounting
Explaining / Selling Offerings and Credit Analysis
Track each Ticket Through to Resolution and Run Reports to Track KPIs
We Ensure a Quick Implementation and Great Support!
Support Multiple Departments
Customize and Automate
The Service Desk helps you to automate incidents, problems, changes, knowledge, assets, approvals, and so much more.
Provide a wide range of services from a single platform.
IMPROVE THE SUPPORT MANAGEMENT FOR Financial Organizations