Professional, PCI Compliant Live Chat Agents for Financial Firms

Financial services are going digital, but your customers still demand the same level of service they’ve always received in person. HelpSquad is how you’ll give it to them.

Try us for free!

With access to an innovative solution called “secure forms,” HelpSquad’s live chat agents are able to facilitate confidential, PCI compliant support.

Stand Out Among Providers

In an increasingly competitive financial services industry, HelpSquad’s engaging, intelligent support agents will help you stand out among providers.  As consumers migrate online for financial advice from banks, brokerages, investment firms, and credit-card providers, there will be no shortage of questions. Not only will there be questions about investments, returns and interest, but there will also be questions about mobile applications, website forms, electronic transfers, and more. 

Our job is to make the transition seamless for you and your customers.  HelpSquad will do just that by functioning as a critical around the clock resource. Informed on the fundamental topics that fuel your financial firm, our support agents will be available 24/7 to extend the reach of your customer service support.

Convenience & Peace of Mind

HelpSquad will also deliver convenience and peace of mind. With access to an innovative solution called “secure forms,” HelpSquad’s agents are able to facilitate confidential, PCI compliant support services. That means your business will be able to securely receive loan applications and financial information from your customers. It also means that your customers can submit financial information to you from anywhere at any time. Become a sought-after financial resource in today’s competitive market. Contact us today!

You’ve got questions? We’ve got answers.

Our friendly support agents are here to answer your questions. HelpSquad has support solutions for financial institutions of any size, and we’re committed to helping you find the right plan to meet your needs. Fill out the form on the right, and one of our team members will be in touch shortly!

RECENT HELPSQUAD NEWS

Recent Events

24 Sep

Call Answering Service for Financial Advisors | Virtual Receptionists

In financial planning, every missed call can mean a lost client. Providing prompt, professional service builds trust and drives growth. Virtual receptionists help firms improve customer service, streamline tasks, and increase profits, all of which contribute to a healthier financial situation. These receptionists do more than answer calls—they become part of your team. They manage … Continued

read more
10 Jun

Website with Live Chat: A Little Story About CPA Beauford, Told in GIFs

This is a story about how website with live chat made one man very happy. Beauford was having a busy Monday. It all started, as it usually does, with an alarm clock. (Beauford was an old-fashion kind of guy and liked to use an old-fashion alarm clock. None of that new generation mumbo-jumbo) And so … Continued

read more
12 Jun

Advantages of Live Chat for Your Accounting Practice

Incorporating live chat into your accounting practice transforms your business by improving client communication, boosting productivity, and providing a competitive edge. Real-time interaction allows for quick responses, offering better service than phone calls or emails. This enhances client satisfaction and streamlines workflows, making your practice more efficient. Understanding Live Chat and Its Importance in Accounting … Continued

read more