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(only 5 minutes)
 

Help Desk Software for Credit Unions and Community Banks.

See how credit unions and banks manage access requests, track tasks, and simplify internal service tickets with help desk software built for financial institutions.

What You'll See in This Demo.

  • Create custom forms for any department
  • Track access requests with approvals and audit history
  • Automate onboarding and offboarding tasks
  • Log acknowledgments for compliance tracking
  • Submit and manage tickets from email or dashboard
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors and
examiners by tracking those
policy acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
 
★ Schedule a Live Demo ★
 
 
*Name:
*Email:
Financial Institution:
Position:
Key Interest(s):
Intranet Board Portal Help Desk
Knowledge Vendor Other
Questions/Needs:
(optional)
 
 
✦ trusted in banking since 2004 ✦