Financial Software

Resources, best practices, tools and tips for financial software providers

  • 4 Ways to Scale Your Customer Support Operations

    4 Ways to Scale Your Customer Support Operations

    If you’re a relatively new company, growth and expansion is exciting. You’re getting new customers left and right which is creating exciting opportunities for your business. Maybe...

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  • Understand Your Business to Business Customers Better0:39

    Understand Your Business to Business Customers Better

    Watch our quick TeamSupport video on how your business to business software company can better understand your business customers to provide exceptional customer experience.

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  • Tiered Customer Support is Dead

    Tiered Customer Support is Dead

    and that's good for business. Learn how a non-tiered, collaborative approach to customer service delivers better results.

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  • The Ultimate Guide to B2B Customer Support

    The Ultimate Guide to B2B Customer Support

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  • Bank Software Provider reduces costs by 20% with TeamSupport Help Desk Software

    Bank Software Provider reduces costs by 20% with TeamSupport Help Desk Software

    Read how bank software provider Suntell reduced duplication, improved ticket management, and decreased support staff time by 20%

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  • Customer Support Software ROI Calculator

    Customer Support Software ROI Calculator

    Customer support software is a great investment that can save you money. Try our B2B help desk software calculator and determine your ROI (return on investment) in minutes!

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  • Customer Service & IT: Working Together for Success

    Customer Service & IT: Working Together for Success

    Over the past decade, few areas of a business have evolved more than the IT department. With technology seeping into all areas of a company, gone are the days of the IT team being...

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  • CHECKLIST: How to Build a Great Customer Support Site

    CHECKLIST: How to Build a Great Customer Support Site

    Download our checklist to help build a customer support website and provide self-service customer support to B2B customers.

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  • Better Customer Support Through Collaboration1:27

    Better Customer Support Through Collaboration

    Why your company should use TeamSupport in less than 90 seconds: Collaborative customer support software that helps colleagues work together more effectively to solve customer issues.

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  • Building Customer Service Reports: 5 Key Metrics to Include

    Building Customer Service Reports: 5 Key Metrics to Include

    As a customer service professional, you have all sorts of data at your fingertips. From hourly ticket totals to the number of chat sessions per day and everything in between, a good...

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  • Effective Reporting For B2B Support Managers

    Effective Reporting For B2B Support Managers

    Managing by metrics: learn how to understand your customers better and improve the customer experience with customer support reporting and metrics.

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  • Customer Support Collaboration for Multiple Departments in Higher Education Financial Services

    Customer Support Collaboration for Multiple Departments in Higher Education Financial Services

    Leading provider of financial services solutions in higher education improves ticket visibility and saves time with TeamSupport.

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  • Customer Support Solutions: Choosing a Replacement

    Customer Support Solutions: Choosing a Replacement

    Just like an old car, sometimes you need to move on to something that meets your current needs. The kids have left the house and that minivan just isn’t practical to drive around...

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  • Customer Service as a Growth Strategy

    Customer Service as a Growth Strategy

    Our B2B Customer Service Strategy whitepaper explains how customer support software helps grow businesses, improve retention and increase profits. Get it today!

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  • Reduce Customer Support Costs and Increase Efficiency0:44

    Reduce Customer Support Costs and Increase Efficiency

    Reduce your help desk cost and increase agent efficiency with customer support software built for B2B software companies. Learn more by watching this short video.

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  • Customer Support Help Desk Ticket Triage

    Customer Support Help Desk Ticket Triage

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  • Fortune 500 Tech Firm Experiences Enhanced Organization and Improves Efficiency with Support Software

    Fortune 500 Tech Firm Experiences Enhanced Organization and Improves Efficiency with Support Software

    Fortune 500 tech firm experiences enhanced organization and improved efficiency including direct integration with CRM (Customer Relationship Management software) with TeamSupport helpdesk software

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  • SaaS Onboarding Best Practices

    SaaS Onboarding Best Practices

    Report on Customer Onboarding from the Association of Support Professionals - learn how to increase customer satisfaction with successful onboarding for Software as a Service businesses.

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  • Integrating Salesforce with TeamSupport

    Integrating Salesforce with TeamSupport

    Learn how Integrating Salesforce CRM with Customer Service Software can reduce errors, increase efficiency, and increase customer satisfaction.

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