Intercom is good for financial services companies
April 10, 2024
Intercom is good for financial services companies

Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Intercom
We use Intercom to manage investor communications, guide users through onboarding, ask questions to our investor relations team, and for help center articles.
Pros
- Reporting has improved dramatically over the past year
- Take feedback from their users and implement the changes
- Organizes teams and flows easily
- Macros and shortcuts are easy to use
Cons
- Merging accounts and the duplication of messages
- Making chat vs. email more clear
- CSAT improvement based on feedback we can see in Intercom
- Response time dropped over 12 hours (1.5 days to less than a day) once we began leveraging teams and audiences
Works well with Salesforce!
Intercom is easier for inbound + outbound comms and has more tooling overall
Do you think Fin by Intercom delivers good value for the price?
Yes
Are you happy with Fin by Intercom's feature set?
Yes
Did Fin by Intercom live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Fin by Intercom go as expected?
I wasn't involved with the implementation phase
Would you buy Fin by Intercom again?
Yes

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