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.

With ServiceTonic help desk software, manage for all types of requests be it IT requests from internal employees, requests from clients, partners and vendors, respond to queries and provide great customer support.

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.

Multi-channel Management

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

Email Management

With Out of the box Email Integration, deliver quick and efficient responses to customers.

Setup of Appointments and Scheduling

Prospects / Customers / Employees

Knowledge Management

Centralized repository for Training and process documents.

Customer Care

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…

Priority Assignment

Prioritise your high-value customers and improve your Customer Experience.

Reporting Dashboards

Make your team more efficient with our productivity dashboard

Policy Management

Requests, documents and any relevant information necessary to fulfil a claim or other business enquiry request

Data Privacy

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!

Fixed Costs

Budget your IT expenses for customer Service and support with a peace of mind. With ServiceTonic, affordability is already a big plus and there are no surprises along the way.

Support Multiple Departments

Use the Multi-Service Area feature to deploy separate one stop location to manage IT, Facilities Management, HR management, Vendor management etc, all from a single tool.

Customize and Automate

Configure custom forms and fields, custom workflows, custom integrations, and complex business rules without coding.

The Service Desk helps you to automate incidents, problems, changes, knowledge, assets, approvals, and so much more.

Service Integration

The help desk software enables you to integrate other apps into the greater service platform. You are able to track requests from telephone, email, chat and user portal or corporate website.

Provide a wide range of services from a single platform.