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Intranet Help Desk for Financial Services

Handle internal support requests across departments with a unified help desk tailored to the needs of financial institutions. Whether staff need IT assistance, HR support, or help with compliance tasks, our ticketing system tracks everything in one place.

Fast Ticket Creation

  • Staff submit tickets with just a few clicks
  • Attach files, screenshots, or links to policies
  • Pre-fill fields based on user or department

Routing & Assignment

  • Auto-route based on category, location, or keyword
  • Assign to individuals or groups with built-in rules
  • Escalate tickets if not resolved within X hours

Resolution Tracking

  • Full audit trail of notes, status changes, and assignees
  • Role-based visibility so departments see only their requests
  • Searchable ticket history for repeat issues

Common Use Cases

  • IT: Computer issues, system access, software requests
  • HR: Time off requests, benefit questions, payroll help
  • Compliance: Report suspected issues, submit audit documents
  • Facilities: Maintenance requests, supply needs, branch repairs

Linked to the Rest of Your Intranet

Tickets can be linked to employee records, forms, policies, and vendors. All activity is logged and audit-ready by default - just like everything else.

Explore Related Features

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

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

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

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

Route, track and
document.
 
✦ trusted in banking since 2004 ✦