Help Desk Software for Financial Institutions

Many of HelpSpot's oldest and largest customers come from finance. Since 2005 banks, brokerages, credit unions, and more have trust HelpSpot for customer support as well as internal IT ticketing.

Financial institutions need more flexibility than ever which is why HelpSpot's unique approach is such a great fit in finance.

HelpSpot can be cloud hosted or run on your own servers inside your own network. Our pricing makes it affordable for even large teams and our focused by highly customizable feature set is a great fit for so many finance use cases.

Help desk software trusted by financial institutions since 2005

No Bloat Help Desk Software

We include everything you need to get your job done and nothing you don't so that your team and your budget can stay small and agile.

Shared Inbox

No more confusion. Your team can easily manage any amount of email from any number of mailboxes.

Deep Reporting

Use data and analytics to measure and improve your customer experience.

Knowledge Management

Integrated documentation and customer portals make customer self service a reality.

Single Assignment

Every ticket has exactly one owner so you'll never hear "I thought you were working on it" again.

Custom Fields

HelpSpot's custom fields let you collect any data in just the way you need it.

How Financial Institutions Use HelpSpot

HelpSpot is useful anywhere you need to manage inbound email. In the finance world, we see a lot of traditional uses cases such as IT ticket management and end user customer support.

It's also not uncommon to use HelpSpot as a logic core for a more custom system built on top via our APIs. In situations where the service desk needs to integrate more deeply into an existing customer facing infrastructure.

HelpSpot starts at just $699/year. One price for *everything* we offer including optional hosting. Want to learn more about how HelpSpot works? Review all our features.