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storySwitzerlandFinancialsProductivityRisk and complianceCapability

Story

Freshworks@Julius Baer

How Julius Baer Runs Customer Support on Freshservice

Julius Baer, a financials organization in Switzerland, uses Freshservice from Freshworks to support customer support for support agents.

Value results

CategoryValue result
ProductivityHandoffs in customer support sit in a shared queue instead of a mailbox trail
Risk and complianceFreshservice is the governed place support agents use for customer support
CapabilityNew joiners can see how customer support actually runs

Story

Financials work at Julius Baer spans more than one site, even when headquarters sits in Switzerland. Support tickets was splitting across regional habits. Support agents asked for a shared way to run customer support without freezing local judgment.

Freshworks (Freshservice) is what they standardized on. Freshworks offers customer and employee service products, including Freshdesk and Freshservice, aimed at midmarket IT and support teams. Julius Baer uses it as the system of record for support tickets, with support agents as the primary operators and other groups coming in through the same queue.

Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.

Relationship map

Julius Baer uses Freshworks, Fiserv, Asana, DocuSign, monday.com, SS&C, PayPal. Shared with 8x8, Affirm, Afterpay, Ally Financial, American Tower REIT. Industry: Financials. Value: Productivity, Risk and compliance, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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