GDPR Data Management
Export or delete all customer data on request. Handle data subject requests directly from the admin panel.
Financial Services Help Desk Software
Compliance-ready support
for financial institutions.
Banks, credit unions, and insurance companies trust HelpSpot for secure customer communication, complete audit trails, and data sovereignty options.
Financial services demand more
Generic help desk tools create compliance risk.
Standard Tools
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Compliance Gaps
Generic tools lack audit trails and data controls.
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Data Sovereignty Risk
No control over where customer data lives.
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Security Concerns
Sensitive financial data in shared inboxes.
HelpSpot
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Built for Compliance
Complete audit trails with SOC 2 infrastructure.
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Your Data, Your Terms
US Cloud, EU Cloud, or self-hosted on your servers.
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Automatic Protection
Credit card and SSN redaction built in.
Common Compliance Challenges, Solved
We've supported regulated industries for over 20 years.
Problem
Audit Failures
Examiners find incomplete records of customer interactions.
Solution
Complete History
Every action logged. Full audit trail for any request.
Problem
Data Exposure
Credit card numbers and SSNs stored in email threads.
Solution
Automatic Redaction
Sensitive data detected and removed before storage.
Problem
Vendor Lock-in
Can't export data or run behind your firewall.
Solution
Full Control
Self-hosted option with complete database access.
Secure Support Workflow
Built for regulated environments.
01
Capture
Securely centralize customer inquiries from email, portal, and phone into one auditable workspace.
02
Protect
Sensitive data automatically redacted. Permission groups ensure only authorized staff see sensitive requests.
03
Document
Every interaction logged with timestamps. Complete audit trail for compliance reviews.
Audit Trail
Complete records for every interaction
Financial regulators expect detailed records. HelpSpot logs every action on every request. See the full history of who changed what, when notes were added, and how requests were resolved.
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Every action timestamped and logged
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Complete history of all customer interactions
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Track who did what and when
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Export data for compliance reviews
Request #48291 History
12 events
Request Closed
Today 2:34 PM
Sarah M. marked as resolved
Public Reply Sent
Today 2:31 PM
Response sent to customer
CC Number Redacted
Today 9:15 AM
Automatic protection applied
Request Created
Today 9:14 AM
Via email from customer
Air-Gapped Ready
Complete Control
Run on your own infrastructure
For institutions that cannot store data with third parties, HelpSpot's self-hosted option gives you complete control. Install on your servers, behind your firewall, disconnected from the internet if needed.
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Install on Windows or Linux servers
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Run air-gapped for classified environments
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Apply your own backup and security policies
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Connect to internal systems like Active Directory
SLA Tracking
Never miss a service commitment
Financial customers expect timely responses. Set SLA rules by category, urgency, or customer type. HelpSpot tracks every request against your targets and escalates automatically via automation rules before breaches occur.
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Set response time targets by priority
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Automatic escalation when breached
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Track performance against commitments
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Real-time SLA status on every ticket
SLA Dashboard
Priority requests today
98% On Track
Urgent
High
Normal
Avg. First Response
12 min
Ready to simplify your support?
Live Lookup
Core Banking System
Connected
Account
****4821
Status
Active
Account Type
Premium Checking
Member Since
March 2019
Branch
Main Street
Live Lookup
Integrate with your financial systems
Connect HelpSpot to your core banking platform, CRM, or customer database. When a request comes in, automatically pull account details, status, and history directly into the ticket.
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Pull customer data from core banking
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Display account status in tickets
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Connect to any API or database
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No data synchronization needed
Enterprise security.
Financial-grade compliance.
Built for organizations that take data protection seriously.
F-01
SOC 2 Certified Infrastructure
HelpSpot Cloud runs on AWS infrastructure certified under SOC 2, ISO 27001, and PCI Level 1.
F-02
Self-Hosted Option
Run HelpSpot on your own servers behind your firewall. Complete data sovereignty.
F-03
Two-Factor Authentication
Protect staff accounts with optional 2FA. Integrates with SAML providers like Okta and Azure AD.
F-04
Permission Groups
Control who can access what. Separate loan officers from tellers, compliance from operations.
Everything Financial Services Need
Encrypted at Rest
All data encrypted using AES-256. Database backups encrypted and region-restricted.
Multi-Branch Support
Support all your locations from one HelpSpot. Each branch can have its own portal, mailbox, and categories while you maintain central oversight and reporting.
API & Integrations
Full HTTP API for custom integrations. Webhooks for real-time notifications. Zapier for 5,000+ apps.
Trusted by regulated industries since 2005
From financial services to defense contractors.
"HelpSpot is a great tool in assisting us to deliver, timely, accurate, and comprehensive customer service."
James Grove
Customer Service Manager
Bio Fire Defense
"HelpSpot has been with us every step of the way. This has been the best help desk software platform I have ever used in my 15 years in the industry."
Shawn Matheson
IT Manager
Bio Fire Defense
"HelpSpot has been a huge time saver. We have a better understanding of our workload and how it disperses amongst our department."
Shawn Matheson
IT Manager
"Since we introduced HelpSpot we were able to dramatically reduce our overhead in managing and tracking tickets. It is worth its weight in gold!"
Johannes Rohrauer
Deploy Your Way
Same price, same features. Choose the deployment that works for you.
Same powerful features and pricing across all hosting options.
US Cloud
CloudUS-East Region
Dedicated AWS infrastructure with 99.9% uptime. Managed updates and automated backups.
EU Cloud
CloudFrankfurt Region
GDPR-compliant hosting. Full data sovereignty with all information isolated within the EU.
Self-Hosted
EnterpriseOn-Premise Infrastructure
Complete control on your own hardware. Ideal for air-gapped networks or strict compliance.
Maximum Control & Data ResidencyBuilt for Scale
HelpSpot has been refined for over 20 years under extreme conditions. Example stats from a longtime customer:
10M+
Tickets
50M+
Emails Processed
500+
Mailboxes
50+
Portals
Battle-Tested Infrastructure
Trusted by the United States Space Force, Northrop Grumman, and the University of Michigan for mission-critical support.
Financial Services Questions
HelpSpot Cloud runs on AWS infrastructure that is certified under SOC 2, ISO 27001, SOC 1/SSAE 16/ISAE 3402, PCI Level 1, FISMA Moderate, and Sarbanes-Oxley (SOX). For maximum control, you can also run HelpSpot on your own servers.
Yes! HelpSpot offers a fully supported On-Premise version that runs on your own Linux or Windows servers. You get complete control over your data, backups, and security policies. Same price as Cloud.
HelpSpot automatically detects credit card and social security number patterns in incoming requests. These are redacted before being stored in the database. The original data is never saved and cannot be recovered.
Yes. HelpSpot includes GDPR tools that let you export all data related to a specific customer. You can also delete customer data when required by data subject requests.
Yes, HelpSpot supports SAML 2.0 for SSO integration with providers like Azure AD, Okta, and Google Workspace. Optional two-factor authentication is also available.
Absolutely. Permission Groups let you control who can see what. Loan officers can be separated from tellers, compliance from operations. Each group only sees tickets in their assigned categories.
You choose your region: US-East (Virginia) or EU (Frankfurt, Germany). All data stays within your chosen region, including backups. Each customer gets a dedicated server, not multi-tenant.
Yes. Live Lookup connects to any system with an API or database. When a request comes in, customer details are pulled in real-time. No data synchronization needed. See the developer documentation for integration details.
The trusted choice for over 20 years
Trusted by industry leaders
Customer Since
2009 → Today
Pre-iPhone!
Customer Since
2006 → Today
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2009 → Today
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2010 → Today
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2008 → Today
INSTANT SETUP
Your inbox is waiting
to be tamed.
Join the teams who switched from chaos to HelpSpot's essential order. Download on-premise or start in the cloud today.
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