Knowledge Base Software for Finance & Fintech

Give customers instant, compliant answers to high-stakes questions — while your team ships features and stays audit-ready.

Approval workflows, roles & version history
Proactive AI suggestions for login, payments, disputes & more
Dynamic FAQs on onboarding, pricing/fees, and security pages
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Fintech dashboard with AI widget and approval workflow

Trusted by modern finance teams

High-stakes support at scale

Sensitive workflows

Login, 2FA, KYC, transfer limits and card issues create urgent tickets.

Policy volatility

Fees, limits, disclosures, and regional rules change often.

Audit pressure

Every edit needs review, traceability, and the right approver.

Fragmented answers

Docs live in silos — customers and agents see different truths.

HelpCenter.io turns self-service into a governed, single source of truth.

Self-service, governed for finance

In-app AI answers

Context-aware suggestions for urgent tasks (2FA, transfers, disputes) — before a ticket happens.

Governed publishing

Roles, drafts, approvals, and version history keep you audit-ready.

Dynamic FAQ embeds

Fees, limits, and policy FAQs shown where they matter (onboarding, pricing, security).

No-code, on-brand

Visual Template Editor with live preview — launch in hours, not weeks.

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Instant answers for sensitive workflows

Proactive by design: The widget uses page context to surface the right article (e.g., "Reset 2FA" on login trouble, "Transfer Limits" on payments).
Reduce risk & wait time: Customers stay in-flow; answers render inline without opening a ticket.
Deflect repeat contacts: Resolve high-volume questions fast so agents focus on complex cases.
See the widget in action
AI widget suggesting Reset 2FA, Verify Identity, and Dispute a Charge
Article approval workflow showing Draft to In Review to Approved to Published

Publish confidently with approvals & history

Approval workflows: Assign reviewers; require sign-off before anything goes live.
Version history: See who changed what and when; roll back safely.
Roles & permissions: Keep sensitive areas restricted; separate authors, editors, approvers.
Localization control: Manage region-specific versions and translations from one place.
See governance features

Fees, limits, policies — always in sync

Single source of truth: Edit once in HelpCenter.io and reflect everywhere (pricing, onboarding, security pages).
Targeted by context: Show relevant FAQs at account creation, billing, disputes, or security settings.
SEO & clarity: Keep public policy pages consistent and up-to-date for customers and regulators.
See a live FAQ embed
Pricing page with Fees & Limits FAQ and Security page with Account Protection FAQ
Template Editor with compliance callouts and brand controls

Your brand, your compliance notes — no code

Live preview: See exactly what customers will see before publishing.
Drag-and-drop: Search, categories, alerts/callouts, related articles.
Brand-perfect: Typography, color, and layout controls — no CSS required.
Callouts for risk: Add compliance notices and "last reviewed" timestamps.
Customize a template

What finance teams achieve with HelpCenter.io

Lower sensitive ticket volume

Resolve login, 2FA, and policy questions instantly.

Audit-ready publishing

Approvals and history reduce compliance risk.

Consistent policies

One place to update fees, limits, and disclosures across web & app.

Launch in an afternoon

1

Import your existing policies & FAQs

We'll migrate them for free.

2

Set roles & approvals

Map authors, editors, approvers; configure review flows.

3

Brand & embed

Publish your help center; add the widget and context FAQs to your app and site.

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Works with your stack

  • SSO for secure staff access
  • Lightweight embeds for web & mobile web
  • Export & API for custom dashboards and workflows

Built for trust

  • Privacy-minded data practices (GDPR-aware)
  • Role-based access & content governance
  • High availability, backups, and versioning

Designed for regulated teams — clear ownership, approvals, and traceability.

Common questions from finance teams

Can legal/compliance approve changes?

Yes — require approvals and track history before publish.

Do we control access?

Yes — granular roles & permissions.

Will this match our brand & tone?

Absolutely — full visual control with the Template Editor.

Can we localize by region?

Yes — manage translations and region-specific variants centrally.

How fast can we go live?

Most teams launch in hours; we'll handle migration.

Talk to us — we'll tailor governance to your review process.

Ready to reduce risk and ticket volume?

Deliver instant, compliant answers — right where customers need them.

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