Transform your Banking Customer Service
Experience with Desk365

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

Features that enrich your customer experience

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AI Agent

AI-powered support for faster, consistent, and contextual replies.

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Automation

Save time by automating repetitive tasks and ticket workflows.

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SLA Reminders and Escalations

Stay on top of deadlines with reminders and automatic escalations for overdue tickets.

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Round Robin Ticket Assignment

Distribute tickets evenly to agents for balanced workload.

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Customization

Customize your helpdesk with ticket forms, fields, and branded portals to fit your needs.

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Knowledge Base

Provide instant answers with a centralized library of articles and FAQs.

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Data and Analytics

Gain insights with reports and dashboards to improve support performance.

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Real Time Alerts & Notification

Instant notifications alert agents to ticket updates, replies, status changes, and more.

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Collaboration & Change Management

Streamline teamwork, approvals, and
ticket visibility.

EXPLORE ALL FEATURES

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.

Enhanced efficiency

Automate repetitive tasks, allowing your finance team to focus on strategic analysis and decision-making. 

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 you’re a startup or a large enterprise.

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

  • Custom Ticket Views
  • Customer Management
  • Responsive Mobile Web Apps
  • Multiple Emails
  • Multiple Groups/Departments
  • Draft with AI
  • Collision Detection
  • Time Tracking
  • 'Watchers' of Tickets

Workflow Automation

  • Automation Rules
  • Automated Ticket Assignment
  • SLA Management & Business Hours
  • SLA Reminders & Escalations
  • Multiple SLAs
  • SLAs in Automations
  • Canned Responses
  • Tasks/To-do Lists
  • Closure Rules

Customization

  • Custom Domain
  • Custom Email Servers
  • Custom Ticket Fields
  • Custom Forms
  • Custom Roles
  • Custom Reports & Graphs
  • Custom Response Templates
  • Custom Knowledge Base

Integrations

  • Azure AD Single Sign-on
  • API Access
  • Web-hooks
  • Power Automate Connector
  • Microsoft 365 Copilot Plugin

Omni-Channel

  • Microsoft Teams Ticketing
  • Email Ticketing
  • Customer Support Portal
  • Web Form/Web Widget
  • Unified Inbox

Data & Analytics

  • Customer Surveys & Reports
  • Ticket Trend Reports
  • Productivity/SLA Reports
  • Import / Export Data

Support

  • Free Setup and Installation
  • Priority 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.

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REQUEST DEMO

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

"Desk365 has got all the right ingredients that a helpdesk solution needs under its belt. We use them to manage support for our inhouse & partner product portfolios, custom developments and change management requests. They are constantly innovating and bringing great features at a rapid pace. Apart from the great product itself, they have a fantastic customer support team that is always there to support you and get the features that you want to be implemented in the helpdesk."
Jugal Piplani
Jugal PiplaniTechnical Solutions Manager, Gapcloud
"Desk365 has plenty of features which we love to use. With other tools, we tried, there was always a learning curve. Not with Desk365, simple and fast. The email ticketing module is very intuitive to set up and use. The integration with Microsoft Teams was a big selling point to us. We can work on Tickets within MS Teams, even the customers Tenant can be integrated. Very fast way to communicate with the customers. The standard SLA and the option to set different, special SLAs to some customers make it easy to keep up with all the tickets."
Jan Schwärzel
Jan SchwärzelCTO, ComSet AG
"Desk365 has absolutely improved our ability to process internal/external requests. I needed a software solution that could be easily implemented for a reasonable price point and Desk365 delivered. I have been very impressed with the responsiveness of the Desk365 team and their assistance in configuring the software to fit our needs. Highly Recommend."
Jessica Harrison
Jessica HarrisonSr. Associate, Christopher Consultants, Ltd.
"After testing many other helpdesk solutions, we have been utilizing Desk365 for 10 months and have been hugely impressed with its ease of use, speed and simplicity. Everything we need to provide excellent customer support via email (our primary support channel) is available in one place, updates on new features are regular and concise and any requests for new features are reviewed and implemented quickly. A very good system all round."
Andy Roberts
Andy RobertsNetwork & Communications Support Specialist,
CSG
“We heavily utilize Teams and other Microsoft 365 products and with Desk365’s easy and tight integration with Office 365, it was a natural fit. Our adoption was seamless and we now have a much (much) higher use of the ticket system by end users—instead of the office visit ticket or phone call. With the ability for users to make a ticket in Teams, email or the portal at a click of a button—users naturally gravitate to actual ticket creation. Truly an outstanding product with a knowledgeable, prompt and courteous staff. "
Ryan Geiler
Ryan GeilerIT Director, Community Medical Center