OneDesk for Finance Support Work Management
How does OneDesk help my Support team?
Deliver Excellent Support for Financial Service Clients
Answer Client Financial Questions via Support Tickets
Finance support teams assist clients or internal users with platform or account issues. Use OneDesk's secure help desk to manage tickets via portal, email, or chat. Create custom views based on issue severity or client tier. Track resolution times against customer SLAs. Report on support trends and product issues.
Empower Clients with Financial Self-Help Knowledgebase
Manage tasks for supporting clients using financial platforms or resolving account issues. Break down complex investigations into subtasks for different teams (e.g., IT, operations). Set dependencies linking investigation findings to resolution actions. Schedule follow-ups to ensure client satisfaction.
Monitor Financial Client Support Time
Support teams for financial platforms need to track time spent resolving different types of customer issues. Use OneDesk's timer on support tickets to capture resolution effort accurately. Analyze support costs per product or customer segment. Improve support efficiency and resource planning.
Assign and Manage Financial Client Support Tasks
Enhance support for financial platforms using automations. Automatically triage support tickets based on issue type (e.g., transaction error, login problem, reporting query). Send automated replies with links to relevant FAQs or guides. Route urgent issues to specialized support tiers.
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