Invest in building better customer relationships.
Banking and finance customers expect the highest degree of data privacy, and quick, reliable service. Offer fast and personalized support with Freshdesk, an easy-to-use and secure customer service software.
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The changing landscape of customer service in banking and financial services: 3 key trends
‘On-hold’ no more: Speed and efficiency of service are rated by consumers as the most important service criterion. (Accenture)
Safety first: 82% of customers were concerned about visiting their branch in person and that 63% of those polled were now more willing to try digital applications. (NCR)
In with the new: 73% of financial services customers would like banks and insurance companies to offer new ways of communicating. (Accenture)
Be customer-friendly at scale
Efficiently engage in 1-1 conversations to help your customers with everything from filling forms online to solving payment errors.
Be available on all channels including on email, phone, live chat, telephone, social media, and messaging apps
Reduce call wait-time by offering real-time support live-chat and instant messaging channels
Resolve service requests faster with a 360-degree view of customers
Bonus: Reduce costs with our native solutions for live chat and telephony by saving on agent licenses
Capitalize on self-service
Ease customer anxiety about critical financial transactions by offering intuitive self-service options that enable them to find immediate solutions.
Publish a customized support center with FAQs
Provide conversational self-service with easy-to-launch AI-chatbots
Offer one-click assistance on your website and mobile app using smart widgets
PhonePe automates 60% of its queries to serve 150 million customers with Freshworks.
We needed a partner that would iterate fast with us, listen to the feedback, deliver the features that we need and constantly improve. Freshworks has proven to be such a partner.
Optimize for speed and efficiency
Empower agents to deliver assistance faster by getting the mundane and repetitive tasks out of their way. This goes a long way in increasing agent bandwidth without increasing headcount.
Increase team productivity by automating common tasks such as query assignment, following up, and gathering feedback
Complete complex backend processes such as customer due diligence and validation of financial documents in no time with agent-facing chatbots
Streamline support operations and securely digitize legacy banking processes with flexible APIs and 650+ one-click integrations
Let data lead the way
Identify roadblocks that are affecting customer experience in the industry, and continuously optimize your operations using live dashboards and advanced analytics to measure progress.
Get key insights instantly with out-of-the-box reports
Slice and dice data any way you want, to measure unique metrics
Identify outliers in performance by drilling down on individual tickets
Stay safe with state of the art security
Protecting your customer’s personal information is a top priority. Entrust Freshdesk with the responsibility of keeping your customer’s data safe and secure.
Host your data in the US, EEA, IND or AU centers
Restrict login access outside of work by whitelisting only office network addresses
Equipped with HIPAA and GDPR-ready features
Top Rated Customer Service Platform
Security you can trust
Learn more about Freshdesk
Recognized, again!
Freshworks named in the Gartner® Market Guide for IT Service Management Platforms.
The Total Economic Impact™ Of Freshdesk Omni
"Forrester revels the impact of having bots, conversational support, and ticketing–all in one place, powered by AI. "
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Meet our product expert for a personalized consultation
Let’s keep it simple: we want to be your friend.
At Freshworks, we do things differently. We know that transactions are short-lived, but the relationships we build are for life. We will help you find and create customers for life, and we’d like you to be our customer for life.
Make customer service your competitive advantage
See how the Freshworks Customer Service Platform helps you deliver customer delight at scale.