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.
Top financial institutions and FinTech rely on Help Scout.
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%
With Help Scout’s shared inboxes, users are able to respond to 52.6% more customer messages in their first year.
Personalize the experience
View the conversation history and customer data you need to deliver personal service, without toggling between tabs.
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.
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.
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.
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.
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.
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.
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.
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.
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.
