Help desk software for Financial Services

Establish a tradition of personalized service. Enhance client relationships.

Increasing acquisitions while keeping cost of services down, dealing with consistent regulatory changes and recessions, handling increased scrutiny and building strategic business intelligence - The challenges for a financial services enterprise are massive. Why add Customer service to that already bloated list? With HappyFox financial help desk software, create tickets, respond to queries and provide stellar customer service.

With HappyFox financial help desk software, create tickets for all the requests from clients, partners and vendors, respond to queries and provide great customer support. HappyFox has been designed to simplify customer service in your financial institution to help you establish a strong client base and fortify relationships.

Industry - Finance
Happyfox help desk software for financial management services

Manage customer support for customers and prospects

Discussions with clients are normally on a varied range of issues including stock brokerage, investment banking etc. and they have multiple queries. HappyFox lets you create tickets for all these queries, track discussions using these tickets and lets you stay informed while responding to the client. This is a customer support software for financial institutions that helps categorize issues according to their description, assign it to appropriate staff and track performance.

customer support software for financial services
Contact management help desk for financial management services

Contact Management

Stock brokers, investment bankers, financial consultants, professional wealth managers - The list is endless. HappyFox financial services help desk lets you manage all these contacts with ease, organize and separate them under contact groups so that no time is wasted in trying to remember names or in hunting for contact numbers and mail addresses.

Manage self-service knowledge base for support agents and customers

HappyFox lets you create a comprehensive self-service knowledge base for your financial organization, where your customers having issues can refer to articles for resolution. They can also view the FAQ section to understand various procedures, thereby leading to lesser incoming tickets to be handled by your support team. Further, your support staff can use this as a knowledge repository, refer to internal articles for handling issues and resolve them faster.

self service knowledge base for financial services
Customer contact management with HappyFox

Manage sales, leads and internal collaboration

HappyFox along with useful CRM integrations, lets your sales and support teams work in sync. Create tickets for all your sales leads to track progress, add regular notes for references and also use the private notes feature to have discussions confidentially. Never let a request or sales lead get lost in the shuffle, with the HappyFox financial services help desk.

Collect feedback from clients and prospects

Financial services require integrating your operations with constant feedback from high-value clients, to pinpoint areas that require attention, eliminate them and focus on intensifying overall customer service. HappyFox lets you gather feedback from customers using surveys, monitor them using tickets and makes service delivery simple and hassle-free.

community forum for financial services

Help desk integration with accounting softwares

HappyFox is integrated with cloud accounting softwares like Freshbooks, so that you can manage expenses, track time spent and also have all this information stored on your HappyFox ticket for future reference. Save time spent on logging and invoicing using the Freshbooks-HappyFox integration.

community forum for financial services

Monthly plans start from $29 a month

Help desk Integration

A happy roof that can accommodate all your favorite business apps.