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Financial Services

Help desk software you can take to the bank

Provide secure and insightful support service to your customers with Deskpro's help desk software

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Self-Sufficient Customers

Self-service help center providing 24/7 information

Statistical insights

In-depth reporting provides rich analytical data about your help desk

Streamline operations

Intelligent automation tools to boost your organization's efficiency

Host how you want

Choose between Deskpro's flexible deployment options for your help desk

Extensive customization

Customize your support system to fit your organization's needs

Control help desk access

Protect your data with enterprise-grade encryption, SSO, and role-based permissions.

reporting

Intelligent reports give valuable insights

Intelligent reporting helps you to monitor your organization, keep on top of your budgeting, track your customers' financial behaviors and gain a deeper understanding of your clients.

Arm yourself with information about company performance that helps you to improve your customer support and remain economically sound.

Audit logs

Ticket logs provide a transparent view of actions that occur in your help desk, enabling secure and informative auditing.

Dashboards

Produce visual displays of data and that show your organization's performance on custom or in-built dashboards.

Custom reports

Rich custom report building options mean you can generate reports on highly specific data with DPQL query language.

Keeping sensitive data secure is a priority

In the financial sector, you process huge amounts of sensitive financial information daily. With the rise in online and mobile banking, it is essential to keep your customer information secure and protect your online platforms from cyber attacks.

Deskpro offers highly secure On-Premise and Cloud deployments, with On-Premise you can host your help desk on your choice of server infrastructure giving you total control over data access or we can host your data securely in AWS data centers in the US, UK or EU.

Deskpro security policy

Compliancy

Get added control over hosting (on-premise, VPC, or sovereign cloud) to help you meet specific financial regulations.

Auditing

Comprehensive audit logs are kept, including type, action, performer, which are timestamped.

Secure access

Admins can configure multiple options for Single Sign On with Two Factor Authentication.

Password policies

Create custom password policies for your agents to further protect your help desk.

Deploy your help desk your way

You choose between a Cloud or On-Premise deployment; if you have specific needs over hardware, data and processes, Deskpro On-Premise gives you the freedom to set things up exactly how you like.

And if you change your mind Deskpro also allows you to switch between our deployment options with ease.

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    On-Premise

    Deskpro's On-Premise deployment lets you run your own PHP-powered help desk on the server of your choice.

  • cloud
    Cloud

    On Cloud deployment is our hosted service where we run your help desk from secure data centers and take care of backups, updates, security and bandwidth costs.

Customize your help desk to simplify everyday processes

Deskpro offers highly customizable features which allow you to create a help desk that is uniquely yours, simplifies common tasks and makes your assistance more efficient.

When your clients need assistance you want to quickly get to work and have all the information you need at your fingertips.

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Custom fields

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Custom fields enable you to collect all the necessary data about your clients and store it for access in the future.

Remove the need for your customers to relay all their financial information every time they need help with intelligent fields that auto-populate when customers are logged in.

Help center

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Make your Help Center your own with your brand imagery; give a visual signal that your customers are in the right place.

Provide easy self-service guides so your customers can quickly resolve their issues without needing an agents help.

Queue views

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Agents can set their own criteria to automatically organize tickets received into specific departmental or group channels.

They can organize incoming tickets by the type of issue and have different filters for online banking, mobile banking and technical issues.

Self-sufficient customers save valuable agent time

It might seem like your agents get numerous requests a day about the same problems; utilizing Deskpro's Help Center can help to reduce the time agents spend answer the same tickets over and over again.

By creating an article for a common issue, you agents can quickly direct customers to the right answer, and 24/7 access to helpful articles mean your customers can find the solution anytime.

    Ticket deflection

    When customers are submitting a ticket they will be automatically routed to relevant articles in your knowledge base; reducing the number of repeated tickets you receive.

    Receive feedback

    When customers use your knowledge base they can rate how useful the resource was for them so you can make sure your articles are as helpful and effective as possible.

    Easy publishing

    Quickly edit and create articles from within the help desk interface; agents can easily make new guides as needed from tickets that are being submitted.

    Explore the help center

    Protect confidential information with access controls

    Protecting customer information and following security protocol is important, Deskpro allows you to decide who can access what information across your help desk so sensitive financial data is only accessible to those who strictly need it.

     

      Admin permissions

      Admins control the permission settings for agents and customers, giving and restricting access as needed. And dictating which areas of your help desk require customers to be signed in to access.

      Agent permissions

      Agents permissions can be controlled from individual accounts, or across entire departments.

      Customer permissions

      Different customers usergroups are controlled through the CRM, dictate which areas of the Help Center require password access.

      Automation tools help your agents to be more productive

      Deskpro has a number of intelligent automation tools that can make your agents' customer support more efficient. Sending out everyday processes that require the same actions time and time again; like payment confirmations, or password resets can eat into your agents' time.

      Using productivity tools enables them to solve more problems, faster, and still provide the best support possible.

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      Snippets

      Snippet NFP

      Speed up how agents type repetitive responses with customizable snippets. At two clicks of a button, your agents can insert canned responses from your snippet library.

      Follow ups

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      Agents can preset follow up reminders to send out a response or request information, leading to faster ticket resolution and happier customers.

      Macros

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      Streamline your agents' workflow for complex tasks by applying macros, a pre-defined sequence of actions, to tickets with a few clicks.