Customer service that helps you grow

Provide support across channels

In the financial industry, your clients reach out through various channels, such as phone calls, email, live chat, social media, or web forms. The freedom to opt from the most convenient channel of their choice increases each customer's willingness to interact and do business with a brand.

Zoho Desk offers a contextual, omnichannel platform that brings customer tickets from every channel into a unified view that is easy to use and grow with. Your teams can manage tickets and track SLAs on their mobile device with Radar, a Zoho Desk mobile app. Managers can also track important stats instantly using the Radar app. This helps your support teams become more productive and keep customers happy with fast and efficient support.

Provide a safe and secure platform
for customer interactions

Financial data is highly confidential. Zoho Desk offers a strong set of security tools, like roles and profiles to define hierarchy in the organization, field-level security to control who can edit which fields, and an audit log to track agent activity. It is also GDPR compliant

Customize and automate your support

Financial institutions include multiple teams, such as audit, budgeting, and credit. All your teams need to be in sync to offer exceptional customer support. Zoho Desk enables businesses to scale by adding multiple departments and allowing organizations to use team feeds for collaborating on tickets without switching tabs.

Teams can automate routine tasks, such as ticket assignment (directly to agents or skill-based), set up blueprints and SLAs for consistent, streamlined resolutions. Ensuring that customers are satisfied with the assistance they receive will give your business an edge in the competitive financial services industry.

Offer service 24/7

The recent rise of the fin-tech space has made a growing range of advanced technology solutions available to providers and customers alike. While traditional financial services continue to offer support primarily during regular business hours. Most customers prefer businesses that can offer support 24/7 or enable them to find answers on their own. People expect fast, responsive, and reliable assistance.

Businesses with large ticket volumes that need to deliver service around the clock can benefit from a help desk solution, like Zoho Desk, that offers strong self-service portals including a multilingual help center, low-code chatbots, and a community forum that can be easily embedded on your website. This way, your help desk lets your clients find answers faster, which reduces your ticket load and leads to faster resolutions.

Optimize support with insightful reports

Customer feedback is a key source of ideas for any business that aims for long-term growth. Zoho Desk offers your teams intelligent built-in or customizable reports to analyze your help center portals, customer satisfaction score(CSAT), and customer trends. These real-time reports from your help desk get delivered straight to your inbox, so you can make informed decisions on how to improve your business.

Unlock agent productivity and customer
retention with generative AI solutions

Customers expect fast and efficient customer service. According to a Microsoft survey, quality of customer service builds trust. For many financial service businesses, offering customer support can be complex due to heavy ticket flow, operational requirements, and regulatory compliance.

With Zia, Zoho Desk's generative AI, agents can instantly summarize tickets, analyze customers' moods, and get context-specific reply suggestions. This promotes agent productivity, effective resolutions, and improved customer satisfaction.

Powerful integrations

Financial firms work with multiple business tools. Customer support software that offers seamless integrations with these applications can prove beneficial. Zoho Desk offers impeccable integration with third-party as well as native Zoho apps to avoid the confusion of shuffling through tabs and apps. For example, your teams can offer personalized support by integrating CRM and help desk systems.

Zoho Desk integrates with your CRM (Zoho or third-party), which enables support teams to get detailed customer information, status, account owner, and more. Customers expect a personalized approach, like timely product recommendations and useful in-app dashboards. With readily available customer information, your support agents can deliver proactive and reliable support to make customers feel valued.