Unified secure inbox
Email, chat, SMS, and portal tickets in one workspace with collision detection and permissions.
For banks & credit unions
Customer support software for banking teams Secure, auditable, tier-aware.
Handle account servicing, card disputes, and digital banking inquiries in one controlled inbox — with SSO, audit trails, tier SLAs, and optional BYO infrastructure for regulated data.
Enterprise SSO & 2FA
SAML/OIDC for agents with optional two-factor authentication and custom roles.
SLA by customer segment
Different response targets for retail, business, and private banking with escalations.
CRM integrations
HubSpot or Salesforce sidebar context on Enterprise or with Integrations add-on.
Data residency
Store tickets and attachments in your own database and object storage.
AI with human approval
Copilot drafts replies from approved KB content — agents review before anything sends.
Frequently asked questions
- Can we restrict who sees sensitive account data?
- Yes. Custom roles control field visibility, exports, and admin settings per team.
- Do you support encrypted attachments?
- Attachments use private object storage with signed URLs. BYOS keeps files in your S3 or R2 bucket.
- How long does a banking pilot take?
- Most teams connect email and SSO within the first two weeks of trial, then expand to chat and portal.
Elevate banking customer service
Trial helpefi free — connect email, publish security FAQs, and add SSO before your pilot goes live.
Start free trial