Knowledge Base for Teams Handling Financial Data
Build a clean, professional help center in minutes, without developers, complexity, or endless setup.
Whether you support customers, advisors, or internal teams, HelpSite helps you publish clear documentation, reduce repeat questions, and keep information accurate as policies and products change.
Whether you support customers, advisors, or internal teams, HelpSite helps you publish clear documentation, reduce repeat questions, and keep information accurate as policies and products change.
Get your help Center
live in 3 simple steps
Financial services teams need clarity, consistency, and information they can keep up to date. HelpSite gives you a straightforward way to publish accurate help content that reduces repeat questions and supports self service.
Pick your site name or connect your own domain
Use a free subdomain or connect your custom domain to look polished from day one.
Define your brand theme, style, and colors.
Upload your logo, set your colors, and make your HelpSite feel like part of your product.
Add articles, or use AI to generate them quickly
Start with a few essential FAQs, or let AI draft your first set of articles so you can launch instantly.
A help center that works as fast as you do
HelpSite removes the friction, bloat, and complexity of traditional helpdesk tools.
No multi-day setup. No developer required. No clutter. Just a clean, fast knowledge base that helps your customers help themselves.
No multi-day setup. No developer required. No clutter. Just a clean, fast knowledge base that helps your customers help themselves.
Your product. Your design. Your voice.
In financial services, presentation matters. Clear structure and consistent branding help build confidence in the information you publish.
Customization Options
Easily upload your logo and select colors that match your brand identity.
Domain Flexibility
Use your own domain or choose a default subdomain for quick setup.
Launch today. Give customers clear answers right away.
Financial services teams can go live quickly with a clean help center that reduces repeat questions about accounts, billing, and service policies.
Frequently asked questions
Here are some common questions about setting up your HelpSite.
Do I need a developer to set this up?
Nope! Most financial services teams launch within minutes.
Can I start even if I don’t have articles yet?
Absolutely! You can draft as you go, or use AI to generate your first set of articles.
Can I use my own domain?
Yes. We'd be proud if you connected your domain to a HelpSite.
Will this actually reduce my support workload?
Yes. Teams see fewer repetitive questions once common issues are documented.
Can I use HelpSite for both public and internal docs?
Yes. You can create public FAQs, and private sites for team processes or onboarding. And you can manage multiple HelpSites (different domains) with different privacy restrictions through just one account.
Still have questions?
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