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About

We are a fintech company founded to bring self-service, transparency, risk mutualisation and more efficient supply-chain management to the global financial services industry. ‘AccessFintech’ Synergy DataLake enables optimization of workflow through collaboration, using data and shared technology access. Our network of shared data and self-service solutions extend and enrich data, workflow and technology across the transaction lifecycle for more transparency, faster resolution, fewer fails, and valuable benchmarking insights. Self-service solutions for transaction automation, resolution and decision-making in multi-provider environment. Optimize workflows and workforces by evaluating and managing risk, recommend solutions, share workloads and track actions. Benchmarking insights for improvement and cost optimization.

About

HaloCSM is customer service management software that consolidates helpdesk ticketing, omnichannel communication, case management, and self-service in one platform. Email, live chat, voice, WhatsApp, social messaging, and web forms feed a single queue, giving agents one view of every customer interaction. A branded self-service portal delivers knowledge base articles, ticket tracking, and AI-assisted search so customers resolve routine queries without an agent. AI agents answer first-line inquiries, draft replies, summarize threads, and hand over to a person when needed, with AI included in the license rather than metered per resolution. Visual builders configure workflow automation, routing, escalation, approvals, and multi-SLA rules without code. Reporting covers CSAT, first contact resolution, and response and resolution times. HaloCSM adds a REST API, webhooks, sandbox environments, audit logging, custom roles, and cloud, private cloud, or on-premise deployment.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a Financial Services platform that helps with loan data management

Audience

Customer service, support, and contact center teams of any size, in any industry, that need omnichannel ticketing, self-service, SLA management, and AI in one platform.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AccessFintech
Founded: 2016
Israel
www.accessfintech.com

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Alternatives

Alternatives

Enghouse eKMS

Enghouse eKMS

Enghouse Interactive
Enghouse eKMS

Enghouse eKMS

Enghouse Interactive
Neuron7

Neuron7

Neuron7.ai
Thread

Thread

Thread Magic

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Integrations

Active Directory
Cisco CX Cloud
ConnectWise Automate
Decimal
GfK Etilize
HubSpot CRM
Jira
Lansweeper
Meta Ads
Microsoft 365
Microsoft Intune
Okta
Prometheus
Sherweb
Splunk Cloud Platform
Symphony
Trustpilot
X (Twitter)
Zoom
reCAPTCHA

Integrations

Active Directory
Cisco CX Cloud
ConnectWise Automate
Decimal
GfK Etilize
HubSpot CRM
Jira
Lansweeper
Meta Ads
Microsoft 365
Microsoft Intune
Okta
Prometheus
Sherweb
Splunk Cloud Platform
Symphony
Trustpilot
X (Twitter)
Zoom
reCAPTCHA
Claim AccessFintech and update features and information
Claim AccessFintech and update features and information
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information