at Financial Technnology Year
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Help Desk Software for Client Services
Ticketing and support systems for tracking and resolving client inquiries and technical issues.
Other Client Services
ServiceNow Financial Services Operations
By: ServiceNow
https://www.servicenow.com/solutions/industry/financial-services.html
By: ServiceNow
https://www.servicenow.com/solutions/industry/financial-services.html
Knowledge management platform with AI-powered search capabilities, document management, integrated workflows, self-service portals, and performance analytics. Enables insurance agents to access standardized procedures, compliance information, and product details to improve customer service efficiency.
Includes a shared inbox capability, knowledge base for self-service support, live chat features, and customer management tools, all aimed at improving customer experience and support efficiency.
Features include email management, live chat, ticket management, shared inboxes, and a customer portal to enhance communication and service responses.
Infor CloudSuite Financials & Supply Management
By: Infor
https://www.infor.com/solutions/financial-services
By: Infor
https://www.infor.com/solutions/financial-services
Case management, automated workflows, secure client communications, integrated knowledge base, reporting and analytics, tailored for brokerage and other financial services environments.
ServicePRO Help Desk for Financial Services
By: ServicePRO
https://www.servicepro.solutions/industries/financial-services/
By: ServicePRO
https://www.servicepro.solutions/industries/financial-services/
Comprehensive ticketing, automated routing, regulatory workflow tools, secure client information management, strong reporting and analytics, specifically tailored for brokerages and finance organizations.
Cloud-based omnichannel support, advanced routing and automation, strong compliance features, analytics, workflow management, tailored for brokerage client service desks.
Freshdesk for Financial Services
By: Freshworks
https://www.freshworks.com/freshdesk/solutions/financial-services/
By: Freshworks
https://www.freshworks.com/freshdesk/solutions/financial-services/
Omnichannel support, automated ticket routing, secure client communications, SLA management, knowledge base, collaboration tools, customizable workflows, and reporting capabilities that meet financial industry compliance requirements.
Ticketing system, live chat, knowledge base, customer feedback surveys, reporting dashboard, automation tools, and integration with CRM data to provide full context on client relationships.
NICE CXone for Financial Services
By: NICE inContact
https://www.niceincontact.com/call-center-software/industry-solutions/financial-services
By: NICE inContact
https://www.niceincontact.com/call-center-software/industry-solutions/financial-services
Omnichannel routing, interactive voice response, workforce optimization, analytics, automated quality management, compliance recording, and client journey mapping specific to wealth management and brokerage services.
Digital-first servicing, CoBrowsing, video banking, AI management, live observation, compliant messaging, and integration with financial platforms specifically designed for broker-client interactions.
Sugar Serve for Financial Services
By: SugarCRM
https://www.sugarcrm.com/solutions/financial-services/
By: SugarCRM
https://www.sugarcrm.com/solutions/financial-services/
Case management, SLA tracking, knowledge base, self-service portal, process automation, customer journey mapping, and compliance tools designed for financial advisory and brokerage client services.
Zoho Desk for Financial Services
By: Zoho
https://www.zoho.com/desk/financial-services-help-desk.html
By: Zoho
https://www.zoho.com/desk/financial-services-help-desk.html
Multichannel ticketing, automated workflows, SLA management, client portal, knowledge base, team collaboration, analytics, and integration with CRM and financial software.
Appian Wealth Management
By: Appian
https://www.appian.com/industries/financial-services/wealth-management/
By: Appian
https://www.appian.com/industries/financial-services/wealth-management/
Case management, client onboarding, complaint handling, regulatory compliance tracking, document management, workflow automation, and integration with core brokerage platforms.
HappyFox for Financial Services
By: HappyFox
https://www.happyfox.com/help-desk-for-financial-services/
By: HappyFox
https://www.happyfox.com/help-desk-for-financial-services/
Multi-channel ticket management, automated workflows, SLA management, self-service knowledge base, client satisfaction surveys, robust reporting, and secure communications for sensitive financial data.
Giva Service Management Suite for Financial Services
By: Giva
https://www.givainc.com/industries/help-desk-software-financial-services.htm
By: Giva
https://www.givainc.com/industries/help-desk-software-financial-services.htm
HIPAA/SOC 2 compliant ticketing, knowledge management, client self-service portal, real-time reporting, SLA management, custom dashboards, and mobile access.
Halo for Wealth Management
By: Halo Service Solutions
https://www.halosolutions.com/financial-services
By: Halo Service Solutions
https://www.halosolutions.com/financial-services
Client request tracking, advisor-specific workflows, compliance documentation, secure document exchange, multi-channel support, knowledge management, and integration with financial platforms.
Oracle Financial Services Customer Service
By: Oracle Financial Services
https://www.oracle.com/industries/financial-services/
By: Oracle Financial Services
https://www.oracle.com/industries/financial-services/
Case management, knowledge management, client onboarding, complaint management, omnichannel service delivery, regulatory compliance tools, and integration with core financial systems.
IT service management, client request tracking, SLA management, knowledge base integration, automation rules, customizable workflows, and compliance documentation capabilities.
Customizable ticketing, asset management, knowledge base, client portal, service catalog, workflow automation, SLA monitoring, and compliance-friendly reporting for financial institutions.
AI-powered service desk, omni-channel experience, predictive service management, knowledge-centered support, compliance tracking, and integration with financial industry systems.