Give customers Finance at their fingertips with Freshworks Smart Solutions

Change the game by delivering consistent service across channels.
  • Streamline support for financial inquiries 
  • Offer frictionless financial advice to all prospects 24x7 with Bots & AI
  • Assist prospects with financial decisions like selecting loans, insurance, and more 
  • Reduce user and customer churn with continuous contextual engagement
  • Enable seamless collaboration across different departments 
  • Identify and create unique course upsell opportunities
  • Make it easier for customers to reach you on channels they're familiar with, such as WhatsApp

Watch the Solution in Action


ONE solution,
Endless possibilities


You can bank on us!

These are unprecedented times and we’re here to help. Stay connected with your customers 24x7 via Freshworks Smart Solution for Financial Institutions.

Run proactive contextual campaigns, provide assistance via bots for customer queries, allow smart transactions, give instant support on the website, and real-time conversations with support reps. We’re here to help you do what you already do so well!

Equip yourself with a solution built to deliver during these trying times, at a cost that is easy-on-the-pocket.

Request for the Financial Solution Demo Today!

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