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


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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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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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

Connect your customer contact to sales activities and deals with Pipedrive.
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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

I love the possibility of having a single place to receive every customer service inquiry from different platforms. We can assign tickets to other colleagues and be updated in real time with internal comments.
Stefano G.
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
You can communicate with customers and employees alike and get immediate response. The friendly user interface is what's most appealing and wonderful to use. I can recommend this platform to anyone.
Ihab B.
Operations Manager E-Commerce
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
It has a virtual assistant, which helps us to attend more fluently to a large number of customers and their demands. The automatic routing also makes our work easier, since it is configured so that the customer can go directly to the agent ...
Verified User
Consumer Goods
You can communicate with customers and employees alike and get immediate response. The friendly user interface is what's most appealing and wonderful to use. I can recommend this platform to anyone.
Johann K.
Small Business

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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 ·
Liset Schiphorst

Let's meet

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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