Salesforce Financial Services Cloud
Redtail CRM
Simple
SmartOffice
DealCloud
Money Guide Pro
LearnVest
TAMARAC
BoldDesk
Zendesk
LiveAgent
Freshdesk
Intercom
HelpScout
HappyFox
Zoho Desk
BoldDesk is a premium cloud-based customer service software and designed to streamline and simplify customer query management. With BoldDesk, you can provide access to a huge collection of knowledge-based articles while organizing and handling customer inquiries with ease.
Salesforce Financial Services Cloud BoldDeskNo features have been listed yet.
Based on our record, BoldDesk seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Https://bolddesk.com help your agents to succeed. Source: 10 months ago
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Zendesk - Zendesk is a beautiful, lightweight help-desk solution.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
LiveAgent - LiveAgent is a fully-featured web-based live chat and help desk software. It harnesses the power of a universal inbox, real-time live chat, built-in call center, and a robust customer service portal. Start your free 1 month trial today!
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Freshdesk - Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community
