Build trust in every customer interaction

Trust is your greatest asset. Bring all customer communication into Help Scout to level-up your teamwork, decrease response times, and ensure nothing slips through the cracks.

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Top financial institutions and FinTech rely on Help Scout.

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Create a standout customer experience

92% of organizations that focus on improving their customer experience report increased loyalty. Help Scout enables you to work smarter and deliver the service your customers will keep coming back for.

Increase productivity 52%

Increase productivity 52%

With Help Scout’s shared inboxes, users are able to respond to 52.6% more customer messages in their first year.

Personalize the experience

Personalize the experience

View the conversation history and customer data you need to deliver personal service, without toggling between tabs.

Keep conversations secure

Keep conversations secure

Help Scout offers enterprise level security and advanced user permissions to keep sensitive customer information safe.

All the features your team needs

Make collaboration in a shared inbox a breeze, connect your essential tools, and track success with customizable reports.

Upgrade your email management - Financial Services

Help Scout's shared inbox helps your team do more with less, while giving customers a human, helpful experience.

Collaborate with ease

Assignments, private notes, collision detection, and more help your team work better together.

Organize your inbox

Sort your incoming email by priority, create inboxes for different teams, and assign conversations automatically.

Automate for efficiency

Create manual or automatic workflows to take care of repetitive tasks with simple if/then logic.

Personalize conversations

Track and display customer information to provide better support faster and avoid digging through multiple systems.

More about Email Management
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Provide instant answers

When customers and partners can find answers themselves, you’ll have a better relationship and fewer emails — everyone wins.

Easy to build

Create your Docs site and publish your first article in minutes to start answering frequently asked questions.

Understand customer needs

Track what your customers are searching for to learn which articles get the most attention.

Organized and searchable

Use categories and collections to organize your articles and make search easy.

Beautifully branded

Ensure your knowledge base matches your brand with your own with custom company branding.

More about Knowledge Base
Knowledge Base

Out-of-the-box reporting

Use reports to identify your busiest times, increase team efficiency, and know when you’ll need more help.

Report on what matters

Track volume, response time, resolutions, user-specific stats, and all your most important metrics.

Track custom data points

Using tags and custom fields to measure what you care about most, and follow your unique data points.

Create custom views

Filter your data to dig deeper on the trends you’re interested in, and save reports to revisit over time.

Take it with you

Export your Help Scout reporting data to CSV or XLSX on demand for additional analysis.

Learn more about Reporting

Connect your essential tools

Integrate Help Scout with 90+ tools to keep your departments in sync, or create your own experience with developer tools.

90+ integrations

Connect an app store of your most crucial business tools including Salesforce, Jira, Zapier, and more.

Mobile SDKs

Customize the customer experience on iOS and Android using our Mobile SDKs for Beacon.

Open API

Take advantage of our open API to make Help Scout work for your specific business needs.

A true platform

All Help Scout products work together out of the box for a powerful, connected support experience.

Learn more about Integrations
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All-in-one meets affordable

Get all the collaboration, organization, and automation tools your team needs to stay productive while creating better relationships.


Every channel comes standard

All core products are included with every plan


Transparent pricing

No surprises or hidden fees


No contract required

Add or remove users whenever you need to

Financial resources and use cases

Financial services companies that use Help Scout have happier teams and customers. Learn how with tactical advice and thought leadership from our award winning blog.

18 Customer Service Tips for Financial Services Companies
Customer Service18 Customer Service Tips for Financial Services Companies

Financial services customer service can be complicated. Here are the challenges you might face, along with some tips to overcome them.

Distribution List vs. Shared Mailbox vs. Shared Inbox: Which Is Best?
Customer ServiceDistribution List vs. Shared Mailbox vs. Shared Inbox: Which Is Best?

There are tons of options you can use when sending emails as a business, but each of them has different value depending on your needs.

How to Rebuild Customer Loyalty After a Data Security Breach
Customer ServiceHow to Rebuild Customer Loyalty After a Data Security Breach

Customer loyalty can suffer after a data security breach. Make sure your company is prepared with a (helpful, human) response plan.

Help Desk Software: What To Look For and Must-Have Features
Customer ServiceHelp Desk Software: What To Look For and Must-Have Features

Discover the top help desk features, learn how to evaluate them, and determine which are most valuable and necessary for your team.

Get started with Help Scout

A better experience for your team, with a better shared inbox. You’ll be set up in minutes.

Get started
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