Customer Service for Finance - Helprace
Benefits of using Helprace financial customer service software:
Helprace is built with financial customer service in mind
The financial industry has one of the highest standards of customer service. Clients usually want convenience and ease of use in addition to a secure and friendly experience. With support slowly taking on the online form in all aspects of the financial industry, businesses are pressured to start offering customers similar opportunities of engagement.
Helprace offers businesses a support system that can be custom-molded to any financial department or organization. The system consists of "Apps", meaning ticketing, knowledge base and the feedback community can be enabled or disabled based on your business needs.
In the hostile financial services environment, you want to do everything possible to gain an edge over your competition. Whether you need to streamline loan applications or publish interest rate data, Helprace allows you to get insight into your company directly from your clients and start providing incredible financial customer service.
Self-service as part of financial customer service
Financial institutions should consider offering self-service as part of their customer service portfolio. The Helprace financial customer service suite is linked to the knowledge base, community and feedback portal so your customers can stop contacting support and start helping themselves.
Of course you're free to customize how your support portal looks (including the home page) and hide various channels such as blog updates, questions, ideas, problems and praise.
Any financial system is highly regulated and contains much confidential information about their clients. Helprace offers a way to divide up your support portal and keep certain information away from your users - this is accomplished by dividing your support portal into "Spaces" and restricting access to certain spaces. This can be done so that your agents can collaborate between each other, easily moving discussions around from "private" portals to "public" ones.
Financial customer service with exemplary case management
When customers reach out to your helpdesk, they prefer to be helped out quickly. That's why Helprace gives staff members a number of workflow features such as triggers, automation and service levels which alert staff members of upcoming ticket deadlines. There are also a number of collaboration features that let everyone work together, including assignments, filters, tags and private notes.
This makes it easy for customer service staff to keep every ticket accounted for.
Sometimes you need that extra effort to wow your customer with your financial customer service. With modern companies being faced with stiff competition, it pays to invest with Helprace in order to better retain customers. Check out the Helprace financial customer service suite tour to better familiarize yourself with our application. You can get the Helprace financial customer service software up and running in just a few seconds.
