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.

financial services header man presents data to colleagues

Top financial institutions and FinTech rely on Help Scout.

All the features your team needs

Make collaboration in a shared inbox a breeze, connect your essential tools, and track success with customizable reports.

Shared Inbox

Intuitive email support

The shared inbox that helps your team do more with less, while giving customers a human, helpful experience.

Shared Inbox

Provide customers instant answers

When customers 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.

Knowledge Base

Out-of-the-box reporting

Use Reports to track and optimize team efficiency, channel effectiveness, and customer happiness.

  • 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.

Reporting

Connect your tech stack

Integrate Help Scout with 90+ tools to keep your business 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.

Integrations

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.

18 Customer Service Tips for Financial Services Companies
Customer Service
18 Customer Service Tips for Financial Services Companies
Distribution List vs. Shared Mailbox vs. Shared Inbox: Which Is Best?
Customer Service
Distribution List vs. Shared Mailbox vs. Shared Inbox: Which Is Best?
How to Rebuild Customer Loyalty After a Data Security Breach
Customer Service
How to Rebuild Customer Loyalty After a Data Security Breach
Screenshot: Beacon
Screenshot: Docs
Avatars of members of our Sales Team

We’d love to show you the magic of Help Scout.

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