Teams | Collaboration | Customer Service | Project Management

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How Fintech startup Novo is using CX to disrupt a traditional industry

Fintech has been steadily rising over the past few years, and many ambitious startups are tapping into that growth with new and advanced financial products. Legacy financial institutions are now looking warily at their new competitors, as Fintech firms are approaching the old financial framework from a different angle that is more customer-centric. See how Fintech startup Novo, a mobile business bank account created with the modern entrepreneur and founder in mind, is disrupting the industry by leveraging customer experience at the forefront of its growth.

StartingPoint - Streamline and Solves the Customer Experience

StartingPoint is a customer operations and experience platform to solve the disconnected customer experience. StartingPoint allows companies and teams to see a complete view and manage customer on-boarding, project management, service and helpdesk management, and team management in one location.

OneDesk - Setting up Multiple Domains for Customer Organizations

Learn how you can add multiple domains for customer organizations in OneDesk so that customer record is automatically added to the specific organization. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - How to Make Adjustments to your Company Preferences

Learn how you can add your company name, logo, working hours and more through OneDesk Company Preferences. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - How to Make Changes to Bulk Items

Learn how to make modifications to multiple items in OneDesk OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Domains

Learn how you can add multiple domains for your customer organizations in OneDesk OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Summary Cards

Learn how you can view your users' and customers' summary cards to access their full profiles or start a conversation. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.