01
Payment issues need fast answers
When a transfer is missing or a card is declined, customers want an answer now, not tomorrow.
Help desk & contact centre for financial services
Customer support software for financial services.
Pleased.com is a help desk and contact centre for fintechs, banks, lenders and payment companies. Answer customers on live chat, email, messaging and phone from one inbox, route payments, fraud and identity questions to the right team, and set up live chat and email in under 30 minutes.
Clear setup
Self-serve trial
Cancel anytime
As of Oct 2026, across all customers.
Trusted by fintech and lending teams
Financial services support challenges
Financial services support challenges: payments, identity checks and fraud.
Payment issues, identity checks, fraud reports and complaints all land in the same queue. Pleased.com helps you sort them, answer them and keep them moving.
02
Identity checks eat agent time
KYC, login and account access questions fill queues and pull agents away from everything else.
03
Fraud and disputes need a specialist
Unrecognised transactions and card disputes need to reach a trained team quickly, not sit in the general queue.
04
Customers contact you everywhere
Live chat today, email tomorrow, a message or a phone call next week. It should all be one history.
05
Spikes arrive without warning
Service incidents, payday and product launches can multiply your volume in an hour.
06
Complaints need careful handling
Complaints and customers in financial difficulty need to be spotted early and handled by the right people.
Customer stories
Why financial services teams choose Pleased.com
“A more structured and efficient support operation without adding unnecessary complexity.”
Pleased has made a real difference to the way we manage customer support operations. The platform is intuitive and flexible, giving our team a clear view of customer interactions and helping us stay organised and respond efficiently.
We particularly value how easy it is to adapt Pleased to our requirements. Its workflows and automations have helped us create a more structured and efficient support operation without adding unnecessary complexity.
Joel DsouzaOperations Manager atTenn · Financial services“We integrated Pleased into our lending system through their API, and it worked reliably.”
At Unlokk, we ran a fully automated consumer lending platform, so customer support was an important part of our service. We integrated Pleased into our lending system through their API, and it worked reliably throughout our time using it. Their team was always helpful and gave us clear, practical answers whenever we needed support. We appreciated having a platform we could rely on and people who were easy to work with.
MindaugasCo-founder atUnlokk · Consumer lendingStart 14-day free trialSet up live chat and email in under 30 minutes.
Help desk & ticketing
Live chat, email, WhatsApp and voice in one help desk.
Customers reach out wherever they already are, from your app chat to WhatsApp to the phone. Every channel lands in the same inbox, and rules send each conversation to the right team before an agent opens it.
Bring your channels together
Live chat, email, WhatsApp, Telegram, social and voice, each turned into a ticket in one help desk.
Route conversations automatically
Send payment, card, fraud, lending and complaint conversations to the right team with rules.
Give agents the full picture
Conversation history, internal notes and past tickets on one screen.
Let customers find answers themselves
A searchable help centre on every plan, for common account, card, payment and fee questions.
Contact centre (CCaaS)
Voice and contact centre: calls and tickets in one place.
Many customers still call about money matters. Voice runs inside Pleased.com, next to chat and email, so you don't need a separate contact centre tool.
- Calls arrive in the same inbox as chat and email
- Every call becomes a ticket with the customer history attached
- IVR menus send callers to the right teamPremium
- Skill-based routing for fraud, lending and specialist teamsPremium
- AI voice agents for common questionsEnterprise
Built for financial services teams
Multi-brand, multi-language support for fintechs, banks and lenders.
Run support for every brand, product and market from one workspace, and see how your team is doing as you grow.
Multiple brands
Run support for several financial brands or products from one platform.
Up to 3 brands on Grow
Multiple languages
Support customers across languages and markets, and route conversations by language.
Grow plan and above
Smarter routing
Your own rules decide who handles what, from fraud to lending.
Skill-based on Premium
Reporting and analytics
See volumes, response times and team performance at a glance.
Advanced on Grow
Complaints & vulnerable customers
Complaints and vulnerable customers, routed to the right people.
A customer raising a complaint or mentioning financial difficulty shouldn't wait in the general queue. Pleased.com lets you spot these conversations, move them to their own view and hand them to a trained team.
A dedicated view
Rules tag and move complaint and vulnerability conversations into their own queue. Included on every plan.
Trained agents only
Skill-based routing sends them to the agents trained to handle them. Available on Premium.
Full context on every ticket
History and internal notes stay together, so the customer never has to repeat themselves.
Is Pleased.com right for your financial services team?
Yes, if you run a support team across chat, email, messaging and phone, and want to be set up in under 30 minutes.
A great fit
Choose Pleased.com if
- You run a support team of 3–50 agents at a fintech, bank, lender or payments company
- You answer customers on chat, email, messaging and phone
- You want tickets and calls in one tool
- You want to set up live chat and email in under 30 minutes
- You want per-seat pricing with no usage fees
Clear setup
Self-serve trial
Cancel anytime
Probably not
Look elsewhere if
- You only need a basic email inbox
- You want legacy software that's hard to change
- You prefer separate tools for each support channel
- You prefer a lengthy implementation before getting started
Not sure which side you're on? Ask us. We'll tell you straight.
Core
Everything you need to get started
$15
/ seat / monthIncludes
- Live chat + ticketing
- Email + social channels
- Automations & routing
- Basic analytics
- Single brand
Recommended
Grow
Built for scaling teams
$45
/ seat / monthEverything in Core, plus
- Omnichannel support
- Custom roles & limits
- Advanced reporting
- Up to 3 brands
Premium
Advanced control and performance
$88
/ seat / monthEverything in Grow, plus
- Skill-based routing
- Internal knowledge base
- IVR functionality
- High-scale performance
Enterprise
AI includedFull platform power with dedicated support
$150
/ seat / monthEverything in Premium, plus
- AI Chat & Voice Agents
- Dedicated infrastructure
- SLA + audit logs
- White glove onboarding
It is a help desk built around the conversations fintechs, banks, lenders and payment companies handle every day: payments and transfers, card issues, identity checks, fraud reports, loan applications and account access. Pleased.com brings live chat, email, messaging and phone into one inbox, turns each conversation into a ticket, routes it to the right team and gives customers a self-service help centre. In the US this is often called contact center software.
Ready to improve your customer support?
Start your 14-day free trial and bring every customer conversation into one place this week.