Intercom is good for financial services companies
April 10, 2024

Intercom is good for financial services companies

Anonymous | TrustRadius Reviewer
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.
  • 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
  • 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
Its super easy to find customer conversations in Intercom, however, searching for key words is difficult at times considering we have many similarly named investments.
Works well with Salesforce!
Intercom is easier for inbound + outbound comms and has more tooling overall

Do you think Intercom delivers good value for the price?

Yes

Are you happy with Intercom's feature set?

Yes

Did Intercom live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Intercom go as expected?

I wasn't involved with the implementation phase

Would you buy Intercom again?

Yes

Intercom is super helpful for managing conversations with multiple clients and for tracking what is working and what isn't working. The reporting has improved dramatically and it leaves you with actionable insights and takeaways. The introduction of FIN has also been a huge bonus for our team and company at large. It won't make sense to use for a small customer base, but it is super helpful for managing many customers

Intercom Feature Ratings

Organize and prioritize service tickets
9
Expert directory
10
ITSM collaboration and documentation
9
Ticket creation and submission
10
Ticket response
9
External knowledge base
9
Internal knowledge base
9
Customer portal
10
Email support
10
Help Desk CRM integration
10