How to use Pumble in finance?

Connect teams to simplify work

Have access to the data and discussions your team needs to deliver value to customers.

Keep everyone aligned with all tasks in your financial team.

Sync your external partners, and accounting agencies with guest access.

Connect teams

Improve customer experience

Bring the right people, information and apps seamlessly together to quickly resolve issues and deliver awesome experience.

Instantly find internal experts to provide a superior customer experience.

Consolidate information and project history into channels.

Collaborate with your customers

Secure team collaboration

Collaborate with the right experts in channels - from discuss organization issues to speed up the settlement of significant fraud situations.

With Pumble channels and threads let your team always be on track.

Meet colleagues online and keep them in sync.

Have a secure team collaboration

Control data and transactions

Choose who can see and do what in Pumble with a detailed permission system.

SOC2 Type II and ISO 27001 certified organization.

All data sent securely over HTTPS at 2048 bit TLS.

Give different permissions to your team members

Get the most from Pumble in financial services

Customizable channels

Customize your channel in the way your financial team want and need, so they can easily collaborate.

Third-party app integrations

Include third-party apps in your finance workspace, and let your team work more productive and secure.

Digital headquarters

Pumble is a space where you can do all your work - from exchanging messages to controlling budget and clients.

Screen sharing and presentations

Be realistic - financial team need to do a lot presentations during the finance year. Let them share their screen and show results.

Cross-organization collaboration

When you need to collaborate with external partners like banks and investment fonds, you'll need Pumble's guest access.

Integrate your favorite tools

Connect Apps to automate your everyday workflow.

Integrate apps with Pumble
Integrations in Pumble

See how Pumble works for financial institutions

Pumble app screenshot
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