Help Desk & Project Management Software for Financial Services Companies

Regardless of whether you are a bank, mortgage company, insurer, financial advisor, or any other financial services provider, you need to communicate with clients, meet financial targets, stay current on regulatory standards, and report to key stakeholders. It’s imperative to have a system in place to manage all this. OneDesk helps lighten the load by combining Help Desk & Project Management software into a single application. It increases efficiency by eliminating the need to purchase, learn, integrate and work inside multiple applications.

Utilizing OneDesk’s financial services software solutions enables convenient client and contact management: for brokers, advisors, wealth managers, consultants and bankers. OneDesk’s Customer Service Software for Financial Services allows you to manage email, maintain a client-portal and knowledge base, automate repetitive work, and export reports.

OneDesk’s Project Management for Financial Services is a great way to manage financial products and compliance projects. You can set tasks to attain financial targets, make sure your team is on schedule, and track performance.

Customer Service Software for Financial Services

Provide Superior Customer Support: OneDesk’s built-in help desk software lets you capture client inquiries, assign and respond to them from one centralized place. Simultaneously hold private internal conversations and separate client-facing discussions on the same ticket.

OneDesk Help Desk Software

Project Management for Financial Services

Online Team Collaboration and Project Tracking: Plan your projects, tasks, cost, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks and issues together, view your tasks/projects as Gantt charts, and generate reports.

OneDesk Project Management Software

Discussions & Team Collaboration

In OneDesk you can share projects with the entire team, with specific members such as Financial Analysts, Accountants, or Auditors, or keep them private. Everyone sees only what pertains to them; and in turn, will increase efficiency. You can view your resources’ workload and easily re-assign tasks for optimal time management and work distribution between teams and members.

OneDesk Team Collaboration

100s of Integrations

You can connect OneDesk to hundreds of web applications:

  • Connect with QuickBooks and create new invoices from OneDesk timesheets
  • Create a project in FreshBooks from a project in OneDesk
  • Create Xero sales invoices from OneDesk timesheets
OneDesk QuickBooks FreshBooks & Xero Integrations

Reporting

Whether you are a banker, advisor, broker, insurer or any other financial professional, you can extract data and create reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF documents to ensure everyone is kept up to date – effortlesly.

OneDesk Reporting

Assign Tasks & Track Time

Keep your entire team in the loop (and your clients) with built-in discussions and email notifications on tasks and projects. View your team’s workload and easily reassign tasks for optimal time management and work distribution. Track time with timers and timesheets.

OneDesk Assign Tasks to Team Members

Mobile App

Carry your OneDesk around with you. Our mobile app connects to your OneDesk account so you can:

  • Access, create, and reply to Help Desk tickets
  • Get notified of new assignments
  • Log work with timers & timesheets
  • Create new tasks and submit them to your projects
Helpdesk mobile app

Live Chat with Clients

More customers are putting their trust in live chat services – they know they’re communicating with the financial institution. OneDesk utilizes SSL certificates to keep your online chat conversations secure, so when customers are inquiring about their accounts and other sensitive information, they will be at ease.

OneDesk Live Chat with Customers

Email Management for Financial Services

Financial institutions can capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new customer record if necessary. Track all emails and make sure everything is handled professionally.

Helpdesk Email Integration software

Client Web Portal

OneDesk includes a web-portal designed especially for your customers. Engage with them on your website and allow them to report and track inquiries, make suggestions, and receive answers. The web portal is completely customizable – you can change the appearance, features, behaviour, and customer permissions.

OneDesk Customer Portal

Knowledge Base & FAQ

Always answering the same questions on loan approvals or account-related issues? Let customers find the answers quickly by publishing FAQ’s to the knowledge base. Increases customer satisfaction while reducing the workload on your support team.

OneDesk Knowledge Base & FAQ

Completely Customizable

OneDesk can be customized to your preferences. With hundreds of options, you can change colours, layout, create custom messages, intelligent automations, and more.