Trengo for financial services

Invest in your customers with better conversations

Meaningful conversations. At the right time. On the right channel. Trengomakes your customer experience shine by automating transactional and repetitive conversations, so you can focus on building customer relationships.
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Trusted by 3,000+ customers worldwide!
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Trusted by 3,000+ customers worldwide!

See for yourself how Trengo will keep your customers front and center

Unique customer journeys
Deliver meaningful interactions consistently, so your customers come back for any financial need.
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Remove complexity
Streamline conversation management by centralising your conversations, customer history, and data in one place.
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Earn customer trust
Show customers that you can answer their questions and resolve their requests quickly, accurately and repeatedly.
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Make your customer engagement your differentiator

COLLABORATE

Work together,
reply faster

Reduce pending conversation volume and wait times on all channels, like WhatsApp, email, live chat, and voice calls, by assigning conversations to the right person in real-time.
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Automate

Automatically prioritise most critical customers

Create automated responses for your most frequent conversations so you can focus on supporting customers with more complex needs.
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DATA INTELLIGENCE

Optimise your engagement and services

Pinpoint trends within your conversations with reporting that will increase response accuracy and time, and gather customer feedback that will make your services better.
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Integrate Trengo with your existing tech stack

CRM
Pipedrive
Connect your customer contact to sales activities and deals with Pipedrive.
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CRM
Salesforce
Sync customer conversations to contact records in Salesforce.
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Level up your services

Scale your customer engagement with AI and automation

Make customer engagement the cornerstone of your customer retention by using conversations to drive create meaningful moments. With Trengo, you can automate responding to up to 50% of your incoming FAQs, giving your team time back to focus on high-priority accounts.
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The features that make customers come back

Live chat
Live chat
Add a no-code, 24/7 automated or human-led live chat to your website.
Contact profiles
Contact profiles
Collect customer data from all your contact moments and make personalisation possible.
Automated routing
Automated routing
Automatically route incoming leads to the right person by creating automated workflows.
Data intelligence
Data intelligence
Measure team performance and get key insights like busiest times, most active channels, and more.
Multichannel inbox
Multichannel inbox
Connect email, SMS, WhatsApp, social channels, and more - so all conversations are centralised.
Voice calls
Voice calls
Host and track voice calls with your customers and leads directly in Trengo.

What our customers say about Trengo

The integrations that we do with our CRM allows us to see everything and since we use Trengo, we can automatically assign the tickets to the right team.

This helps us a lot as our main goal is to reply as quick as possible
Twan Geert van Kessel
Solar Concept
Trengo allows us to centralize all communication, both internally and with clients, across channels. From WhatsApp to email, and Facebook Messenges to live chat messages, there is now a single place to manage everything.
Jeffrey D.
Group Director
With Trengo’s multichannel inbox, the team no longer to juggles different tabs. All platform inboxes are now neatly consolidated into one place. Plus, the managers are using labels to track response metrics in their dashboards and are actively spotting opportunities for improvements.
Arno Klerks
Motorparts
I'm not one to leave reviews but Trengo has been a game changer for us. As a small e-commerce business our small team struggled to keep on top of the many channels our customers contacted us by.
Julian P
Small Business
One of the best things about Trengo is its powerful automation and collaboration features. The ability to automate repetitive tasks, such as assigning tickets or tagging conversations, saves me and my team a lot of time and effort.
Martijn V.
Operations Manager E-Commerce
What I love about Trengo is how user-friendly it is. Very easy to use so onboarding new agents is a breeze. They were very responsive and it was a delight working with them. Highly recommend Trengo!
Maybelline O.
Customer Experience Manager
Achieving a 70% higher response rate through WhatsApp has significantly improved our communication effectiveness. Additionally, our processing speed has increased fivefold, as we have eliminated the manual task of checking each customer individually on the Excel sheet. This streamlined approach has resulted in a more efficient and time-saving process.
Bart Alfrink
Alfrink Cosmetics
The automation saves us a lot of time because it asks a lot of simple but necessary questions for us. This way, we have a lot of information before we get in contact with customers. This helps us to offer better service.
BAS World

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"Because of the multichannel inbox, we collaborate more easily, and have a complete overview of all customer contact. You can't achieve that with a normal inbox."

Company ·
Bomenbezorgd
Liset Schiphorst
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We can set you up with a platform designed for your team. Take one step closer to delivering more customer delight than ever before.
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