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For financial services
Building a service where customers can count on
Easily keep up with treasury and high volumes of request by centralizing communication, task and customers info in one streamlined tool.
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email & task management for financial services
Everything you need to follow up on internal tasks, deadlines and client request
Collaborate
behind the scenes
behind the scenes
Create procedures
and template
and template
360° view for
your whole team
your whole team
One place for
customer data & files
customer data & files
Clear Categories
and ownership
and ownership
Features
A secured place to collaborate around sensitive data
Bring all customer data and financial statuses together in one place. Your team gets the transparency it needs to follow up on clients and ongoing conversations, and you set boundaries on what is visible to whom.
All data is securely protected according to European (Financial) regulations.
Iso27001
GDPR-proof
in-house data
Features
The values behind our company
Consistency
Keep all your emails, phone call logs, and assigned tasks or documents in one tool, so the whole team always knows where things stand.
Better delivery
Build better responses that make customers feel unique. With every previous interaction at your fingertips and built-in collaboration.
Automate
Route every message to the right person at the right time based on your criteria. Or create customizable canned responses to speed up repetitive tasks.
Follow-up
With categories and task planning you keep track of daily task like treasury management, order processes, insurance claims, customer litigation, etc.
Integrate
Integrate for a real-time view
Feed your inbox with the right data. Integrate with your professional software to feed follow-ups with the right information.
For example, your accounting tool can push the information you need to follow up on treasury or litigation.
Get started
Create a Trial account today
Get started today and try Rooftop 14 days for free. No commitment, no credit card required.
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