The Best Help Desk Software For Banks

Help desk software is the heartbeat of a well-run help desk and is vital for business owners. It's one of a company's top priorities whether that company is a small to midsize business (SMB) or a large organization.

So many companies have mastered using CRM software systems to accomplish their work. A bank is an institution where you want to have automation. Transactions are supposed to be quick and void of redundancies. The digital evolution of getting things done technically has not left banks behind. These have software systems that help them get work done there and then, and here are some!

The Best Help Desk Software For Banks

1. Monkeypesa

Monkeypesa is a customer support software catering to multiple arms of your business - from sales marketing, automation and customer support. With the spirit of helping small and medium enterprises grow and thrive in business, Monkeypesa is a user-friendly tool. The pricing, features, analytics and easy-to-interpret dashboard make it simpler for the users.

MonkeyPesa Features:

• Team collaboration

• 360-degree view of customers

• Livechat software

• Ticket routing

• API

• Automation

• Community forums

• Self-service portal

• Insights, analytics and reports

• Human Resources and payroll

• Live Chat

• Bulk SMS and email management

• Knowledge Base

Monkeypesa has a live-chat portal that allows customers to interact with a customer service agent right from the company's website. Clients use this chat-enabled service to reach out to the company for inquiries. The service is pertinent for businesses and companies relying heavily on their websites for traffic and customers.

It is important to note that clients do not want to be stranded for long waiting for replies. Therefore, employ a large team or use multiple software such as chatbots to automate some chat interactions. Live chat software enables agents to solve customer issues in real-time and from wherever they already are. It makes the process comfortable as it is instant and doesn't need a physical meeting. Here, the reps can catch issues instantly during the conversation.

Email management is another crucial aspect of MonkeyPesa customer support software. Email interactions are notorious for being slow, especially if few monitoring agents and a high volume of emails daily. Customers may need a response faster than some email service strategies can provide, especially when the conversation requires more than an initial email and a reply.

Any capable customer service team should possess a central and accessible knowledge base to simplify simple inquiries. MonkeyPesa lets you build a knowledge base backed up by well-written articles for customers to peruse through searching for answers. Without the articles, there is no knowledge base. A knowledge base is the end product of collecting and organizing that information into a usable form. This feeds directly into the self-service portal. This is the ultimate test for your customer support. This section is filled with an FAQ (Frequently Asked Questions) database and a knowledge base that contains other information like product specs and case studies. Customers can easily comb through these and find answers from queries of those before them.

Social Media is a very relevant tool of sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, Direct Messages. Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.

2. Zoho Desk

Zoho Desk is a customer service software commonly known as “the gold standard for great customer relationships.” The software helps businesses to get prospects, follow up with customers, generate more sales, increase profits and earn more revenue.

Currently, Zoho serves over 250, 000 countries in over 180 countries and is trusted by some of the biggest brands around the globe. Zoho customer service software collects information regarding sales, marketing, and customer service activities and centralizes it in one place, which helps to align business activities. Furthermore, the software captures and records critical customer information, which may be helpful during follow-up or for any other engagement reasons.

Zoho customer service software can be personalized to meet the demands of every business, irrespective of nature and size. Both startups and large companies use Zoho CRM. The software caters to all modern industries, including; real estate, healthcare, insurance, media, legal, restaurants, banking, travel, tax, freelancers, and profit and non-profit making companies.

Zoho service software features include;

• lead management

• deal management

• contact management,

• workflow automation, and more.

The software integrates with other applications and tools like; Evernote, MailChimp, Google Apps, Microsoft Office and QuickBooks.

Zoho service software pricing: Zoho has a free version that lasts for the first 15 days, but paid packages go for; a standard package is for $12 a month, Zoho Begin is for $7, professional goes for $20 a month, enterprise goes for $35, Zoho ultimate goes for $45 while the unlimited edition goes for $100 every month.

Benefits of Zoho customer service software:

• Its products and functions are easy to use

• Suitable for sales organizations, primarily those with a complicated B2C sales cycle.

• Refunds customers who are not satisfied with their services

3. Zendesk

Zendesk’s customer service software empowers businesses to build effortless customer experiences. As a result, conversations flow seamlessly across channels, leading to greater productivity and satisfaction.

The Agent Workspace within Zendesk’s Suite equips agents with all the tools they need to collaborate with other teams, and deliver fast, personalized responses on any channel—from a single, unified interface.

Zendesk gives you the tools you need to manage omnichannel customer service. You can provide customer support via email, live chat, voice, Facebook, Twitter, WeChat, WhatsApp, and more.

Professional Support Suite — $89 per agent per month

• Omnichannel support

• Social messaging add-on

• Self-service knowledge base

• Dashboards and reporting for all channels

• Talk partner edition

• Multiple ticket forms

Enterprise Support Suite — $149 per agent per month

• Roles and permissions with skilled-based routing

• Multi-brand support

• Chat widget and web SDK

• Content cues to identify knowledge gaps

• 24/7 live chat and phone support

4. Fresh Desk

FreshDesk is suitable for businesses of all types and sizes. Its simple UI and specific features make it a popular choice with startups. In addition, the platform enables you to provide customer service across all social media with built-in AI and self-service capabilities.

Freshdesk converts requests via email, web, phone, chat, and social into tickets and unifies ticket resolution across channels. Additionally, Freshdesk lets you automate workflows, provide self-service, manage SLAs, and measure metrics so that you can stay on top of all things customer support. Finally, Freshdesk offers out-of-the-box features like an AI-powered support chatbot, predictive support capabilities, and field service management.

It's simple and easy to use. That’s why it’s trusted by 150,000+ businesses, including American Express, HP, Hugo Boss, Toshiba, Cisco, Honda, The Atlantic, QuizUp, and Panasonic.

5. Live Agent

LiveAgent is an excellent Hubspot Service Hub alternative for small and medium-sized e-commerce, telecom, and SaaS businesses that want to offer excellent customer service on a budget. This fully-featured help desk software helps you bring personalization to your customer interactions.

The best part about this tool is that it lets you combine all your communication channels, like email, live chat, calls, and social media, into a shared company inbox.

LiveAgent harnesses the power of an omnichannel universal inbox, real-time live chat, a built-in call center, and a robust customer service portal. Personalize your communication by leveraging our customer segmentation, automation, built-in CRM, powerful analytics package, and customer knowledge base. Discover over 175+ help desk features and 40+ integrations.