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.
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.