Build trust in every customer interaction

Trust is your greatest asset. Bring all customer communication into Help Scout to level-up your teamwork, decrease response times, and ensure nothing slips through the cracks.

Top financial institutions and FinTech rely on Help Scout.

Logo: Affirm
Logo: Memo Bank
Logo: Wealthsimple
Logo: Movement Mortgage
Logo: F Bank
Logo: Rockland Federal Credit Union

Create a standout customer experience

92% of organizations that focus on improving their customer experience report increased loyalty. Help Scout enables you to work smarter and deliver the service your customers will keep coming back for.

Increase productivity 52%

Increase productivity 52%

With Help Scout’s shared inboxes, users are able to respond to 52.6% more customer messages in their first year.

Personalize the experience

Personalize the experience

View the conversation history and customer data you need to deliver personal service, without toggling between tabs.

Keep conversations secure

Keep conversations secure

Help Scout offers enterprise level security and advanced user permissions to keep sensitive customer information safe.

All the features your team needs

Make collaboration in a shared inbox a breeze, connect your essential tools, and track success with customizable reports.

Shared Inbox

Intuitive email support

The shared inbox that helps your team do more with less, while giving customers a human, helpful experience.

Shared Inbox

Provide customers instant answers

When customers can find answers themselves, you’ll have a better relationship and fewer emails — everyone wins.

  • Easy to build

    Create your Docs site and publish your first article in minutes to start answering frequently asked questions.

  • Understand customer needs

    Track what your customers are searching for to learn which articles get the most attention.

  • Organized and searchable

    Use categories and collections to organize your articles and make search easy.

  • Beautifully branded

    Ensure your knowledge base matches your brand with your own with custom company branding.

Learn more about Knowledge Base
Knowledge Base

Out-of-the-box reporting

Use Reports to track and optimize team efficiency, channel effectiveness, and customer happiness.

  • Report on what matters

    Track volume, response time, resolutions, user-specific stats, and all your most important metrics.

  • Track custom data points

    Using tags and custom fields to measure what you care about most, and follow your unique data points.

  • Create custom views

    Filter your data to dig deeper on the trends you’re interested in, and save reports to revisit over time.

  • Take it with you

    Export your Help Scout reporting data to CSV or XLSX on demand for additional analysis.

Learn more about Reporting

Connect your tech stack

Integrate Help Scout with 90+ tools to keep your business in sync, or create your own experience with developer tools.

  • 90+ integrations

    Connect an app store of your most crucial business tools including Salesforce, Jira, Zapier, and more.

  • Mobile SDKs

    Customize the customer experience on iOS and Android using our Mobile SDKs for Beacon.

  • Open API

    Take advantage of our open API to make Help Scout work for your specific business needs.

  • A true platform

    All Help Scout products work together out of the box for a powerful, connected support experience.

Learn more about Integrations

All-in-one meets affordable

Get all the collaboration, organization, and automation tools your team needs to stay productive while creating better relationships.


A complete suite

Inbox, chat, and knowledge base all come standard

Transparent pricing

No surprises or hidden fees

No contract required

Add or remove users whenever you need to

Financial resources and use cases

Financial services companies that use Help Scout have happier teams and customers. Learn how with tactical advice and thought leadership from our award winning blog.

18 Customer Service Tips for Financial Services Companies
Customer Service18 Customer Service Tips for Financial Services Companies

Financial services customer service can be complicated. Here are the challenges you might face, along with some tips to overcome them.

Distribution List vs. Shared Mailbox vs. Shared Inbox: Which Is Best?
Customer ServiceDistribution List vs. Shared Mailbox vs. Shared Inbox: Which Is Best?

There are tons of options you can use when sending emails as a business, but each of them has different value depending on your needs.

How to Rebuild Customer Loyalty After a Data Security Breach
Customer ServiceHow to Rebuild Customer Loyalty After a Data Security Breach

Customer loyalty can suffer after a data security breach. Make sure your company is prepared with a (helpful, human) response plan.

Help Desk Software: What To Look For and Must-Have Features
Customer ServiceHelp Desk Software: What To Look For and Must-Have Features

Discover the top help desk features, learn how to evaluate them, and determine which are most valuable and necessary for your team.

Try Help Scout

Learn the platform in less than an hour.
Become a power user in less than a day.

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