Valuable in every single industry

Discover how LiveAgent improves your banking or insurance business.

  • ✓ No setup fee    
  • ✓ Customer service 24/7    
Used by
Forbes logo
airbus logo
Nascar logo

Boost advocacy

Create a positive CX that will make your customers talk.


Cut down response times

Improve first response rates with automated ticket routing.


Decrease ticket volume

Reduce the influx of support tickets with a knowledge base.

Industry background

Helpdesk software for Banking industry

Invest in your customers with class-leading help desk.  Stay closer to your customers and help them faster with LiveAgent.

  • SourceForge Winter 2023 Leader award badge
  • Capterra Best Value 2022 award badge
  • Capterra Shortlist badge 2022
  • Software Advice front runner 2022 award badge

Delegate mundane and repetitive tasks to your help desk software so your agents can focus on nurturing customer relationships.

Boost the efficiency of your support while lowering your overhead costs with our customer service software.

Keep your customer’s data protected with state-of-the-art security measures including HTTPS encryption, DDoS mitigation, and more.

Forbes logo
airbus logo
Nascar logo
USC logo
Protect important data
Slido green logo

Capitalize on presence in online world

The technology and digital transformation changed the way customers get in touch with the banks & insurance companies. Most of the needs can be fulfilled online either through the regular desktop or through mobile apps. Utilize your website and bring the power of customer service to your business with LiveAgent for finance sector.

banking insurance-illustration
Banking insurance illustration

Keep customers at a safe bay

Just like your customers want to keep their money safe and capitalize on them, the same you want to achieve with customer service. LiveAgent for finance sector brings you plenty of options how to achieve with minimal risk.

Save the time

Save not only your time, but also the time of your customers with our ultimate live chat. The real-time typing projection feature helps you stay one step ahead and gives you a sneak peek of what your customers are typing. This way, you can prepare the answers and provide them just in time. You can also leverage IT knowledge base software to promptly tackle any issue, no matter how complex.

Real-time typing feature in Customer service software - LiveAgent

Save more with LiveAgent

Analyze and compare LiveAgent with different customer support solutions and choose one with the most relevant features for your industry and the best price.

Over 21,000 businesses can't be wrong

See our success stories and testimonials and discover the positive impact of the implementation of help desk software on banking industry.

You Will Be in Good Hands!

Do you know what Huawei, BMW, Yamaha and O2 have in common? You guessed right… LiveAgent!

Try it now for free No Credit Card Required


Why should a banking insurance institution have customer service software?

Financial institutions need customer service software to keep records of customer service requests and serve customers efficiently.

Why should you choose LiveAgent?

LiveAgent's help desk software leads to increased customer satisfaction by providing your customers with a faster and more efficient way to get answered questions. Moreover, LiveAgent is easy to use, affordable, and with more than 180 features to improve your daily tasks.

What are the benefits of LiveAgent?

LiveAgent helps businesses manage customer support in one platform and offers innovative solutions that reduce time-on-phone, increase user-friendliness, and improve customer experience.

Our website uses cookies. By continuing we assume your permission to deploy cookies as detailed in our privacy and cookies policy.

Schedule a one-on-one call and discover how LiveAgent can benefit your business.

We’re available on multiple dates

Schedule a demo