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Safer banking processes. Compliance that is always verifiable.

In banking, speed and control must go hand in hand. Deepser helps banks and financial institutions digitize requests, operational workflows and auditable activities, making it easier to meet DORA requirements and manage daily operations with greater security.

Deepser ITSM for banking and insurance

Clients that trusted us

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Vargroup logo
Maticmind logo
Generali logo
Università Ca'Foscari logo

Compliance cannot rely on manual checks

For a bank, every activity must be clearly traceable. An issue handled outside an approved process or an authorization that is difficult to retrieve can slow teams down and weaken internal governance.

Deepser turns requests, incidents and procedures into traceable digital workflows. Every step remains linked to the right person, the required information and the rules defined by the organization.

From a DORA perspective, Deepser supports ICT risk management, operational resilience and oversight of technology providers. Incidents, SLAs and corrective actions are monitored in a single environment instead of being scattered across separate tools.

Built-in AI helps users retrieve procedures, historical records and documentation already available in the platform. Teams work with more reliable information and reduce the risk of using outdated content, and the automation reduces repetitive tasks and unnecessary steps. Dashboards and reports help monitor response times, workloads and service levels.

The User Portal gives branches, employees and partners a secure space to submit requests and track their progress. Each profile can access only authorized content, strengthening control over sensitive information.

Deepser is available in the cloud or on-premises.

What Deepser enables in banking

IT Service Management

Manage incidents, access requests and support activities through a platform configured around the bank’s internal rules. SLAs help teams meet priorities and agreed service levels.

DORA and operational resilience

Monitor operational disruptions, recurring issues and ICT activities related to service continuity. Deepser keeps a clear record of the actions taken.

Compliance and audit

Create approval workflows for activities that require oversight. Every step is recorded, making it easier to demonstrate decisions and accountability.

Supplier Management

Monitor agreements, deadlines and service levels across technology providers. Automated notifications help reduce the risks associated with poorly governed ICT third parties.

Branches and back office

Give branch networks a single point of access for submitting requests and checking updates. The back office receives more complete information and spends less time responding to follow-ups.

Knowledge Base and AI

Make procedures, policies and documentation easier to find. AI helps teams retrieve existing content and respond with greater confidence.

Management

View data on open activities, response times and team performance. Management works with organized information and can take action more quickly.

Take your organization to the next level with Deepser

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Reviews

“The product is very feature-rich. Now both my customers and I can’t do without it anymore. Surely its strong point is the interface and the customization, even on the End User side it is very intuitive.”

Marco B.

Information Technology and Services

“I use it to handle customer inquiries and general information. Convenient because I always have all the requests in progress under control and I can use quick replies within the tickets.”

Sofia L.

Health, Wellness and Fitness

“After several searches for a product that could easily adapt and customize to our reality with Deepser we found it. Very satisfied with the modules we use, Help Desk, Knowledge Base, CMDB, CRM.”

Daniele T.

Computer Networking

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Compare all features

Feature
Starter
Plus
Enterprise
Service & Ticketing
Service Management
Incident Management
Issue Management
Request Management
Problem Management
Change Management
Customizable Service Types
Help Desk
Manage Priority/Urgency
Manage Status
Multi-Level Customizable Categorization
Routing Rules
Request Assignment
Customizable Service Desk Queues
Reminders
Escalation Rules
Multichannel Communication
Email Ticketing
Unlimited Email Integrations
Automatic Email Notifications
Customizable Email Templates
Call Center Management
CTI Integration
Time Tracking
Worklog Activities & Reports
Internal Comments
Comments To Users
Pre-Defined Quick Replies And Macros/Templated Responses
Ticket Relationship Mapping
Custom Ticket Templates
Multiple Ticket Templates & Template Rules
Ticket Export
Task Automation
To Do List
Tasks For Maintenance Scheduling And Activity Planning
Visual Calendar And Progress
Split Activities To Multiple Users
Customizable Task Types
Customizable Task Templates And Fields
SLA
Multiple Service Level Agreements Policies
Custom Work Calendars
Custom Unlimited Metrics
Custom Unlimited Goals
Business Rules Management
Reminders And Notifications
Escalations For Sla Violation
Escalations To Prevent Sla Violation
Marketing
Conversions Management
Ads Campaigns Management
UTM Parameteres Tracking
Performance Monitoring
Advanced Collaboration
Changes Tracking
Sales
Catalog: Product Management
Catalog: Simple Products & Grouped Products
Catalog: Product Types and Visibility
Catalog: Related Products
Tax Management
Tax based on Country
Multiple taxes
Currency: Multiple Currency
Currency: Automatic Currency Rate Updates
Currency: Quotes & Orders with different currencies
Price List: Multiple Price List Management
Price List: Catalog Price List Rules & Priorities
Price Lists based on Account
Quotation Management
Quotation templates
Order Management
Order templates
Create Orders from Quotations
Invoice Management
Invoice templates
Create Invoice from Orders
Create Invoice from Tickets
Create Invoice from Products
Shipment Management
Shipment templates
Create Shipment from Orders
Calendar
Visual Calendars
Customizable Calendars Linked To Service, Cmdb, Crm, Tasks, Etc.
Integration with Microsoft 365 & Google Calendars
ITAM
IT Asset Manager With Auto-Discovery
Asset Lifecycle Management
Job Rules To Automatically Assign Assets To Companies/Users
Remote Collectors For Segregated Networks
Windows Agent
Agentless Discovery With Multiple Protocols
Monitoring
Software Manager: Auto-Detect Of Installed Software
Ip Address Manager With Subnets Auto-Discovery
Remote Control With Teamviewer
Remote Control With Anydesk
Remote Control With Splashtop
Integrations
Unlimited Ldap Integrations
LDAP Compliance With All Commercial Standards (Active Directory, Open Ldap, Etc.)
Import Users From LDAP
Import Groups From LDAP
Azure AD
SAML & OAuth2.0
SSO – Single Sign On
SSO Linked With Ldap Integration
Import – Powerful Native Tool
Import – Unlimited Customizable Imports
Export – Excel/Csv/Pdf Exports
Integration – Connector For External Integrations
API – Powerful Rest API
Open Source Library For Api Integration
Telephone Switchboards Via CTI
Dashboard
Real Time Html5 Dashboards
Dashboards Panels With Group Permissions
Unlimited Customizable Dashboards
Reports
Pre-Defined Reports
Unlimited Customizable Reports
Scheduled Email Reports
Grids
Massive Actions For Multiple Updates
Excel/Csv Export
Granular Visibility Permissions
Miscellaneous
Watchers Users
Multicompany
Multidepartment
Supervisor Users
Global Search On All Entities
Unlimited Custom Fields
Customizable Branding
Custom Fields For Every Entity: Ticket, Crm, Cmdb, Users, Companies, Itam, Etc.
Customizable Form Templates
Granular Visibility For Every Template Field
Customizable Template Rules
Custom Grids
Custom Grids: Easy Configuration With Drag&Drop Tool
Custom Events For Integrations Or Custom Processes
Multifactor Authentication
Multi Language
Flexible And Powerful Permission Management
Flexible User Groups
Customizable User Roles
System Lists With Advanced Permissions And Logic
Unlimited Customizable Lists With Advanced Permissions And Logic
Attachments For Document Storage
Unlimited Attachments With Drag&Drop Management
Attachment Types With Advanced Permissions For Visibility
Multiple Warehouse Management
Warehouse Loads and Unload
Warehouse: Tickets and Worklog integration
Portals
End User Portal
Self-Service Portal
User Registration With Customizable Signup Process
Guest Portal For Non-Registered Users
Cmdb Portal For End Users / Customers
Crm Portal For End Users/Customers
Cms For Guest Portal
Announcement: Type management
Announcement: ITSM Release Management
Announcement: Scheduling
Announcement: Visibility management & permissions
Announcement: Tag categorization and custom sorting
Announcement: Integration with Portal Designer
Chat
Internal Conversations
Internal Conversation Channels
End User Portal Chat
Conversation Channels With Multiple End Users / Customers
Web Widget
Branded Widget Published On Multiple Web Sites
Customization Of The Widget
Customizable Offline Module
Unlimited Simultaneous Chats
File Sending
Activity Hours
Board
Kanban With Entities Integration
Kanban With Free Forms
Contract
Integrated Worklogs
Purchase Orders Management
Suppliers Management
Contracts In Hours & Quantity
Contracts Workflows
CRM
Account Management (Customers, Providers, Suppliers, Partners, Etc.)
Contact Management (Leads, Prospects, Contacts, Etc.)
Opportunity Management
Customizable Opportunity Types
Linked With Service Management And Contracts
Sales Pipeline Management
Email Crm For Sales Opportunities And Contracts
Address management: Address type management (e.g. location address, billing, shipping, etc.)
Address management: Address association to Accounts, Offices, Warehouses and CMDB
Password Manager
Secure Password Manager With Double Key Encryption
Secure Password Manager Portal For End Users / Customers
Secure Password Manager With Corporate (Shared) Passwords
Secure Password Manager With Private Passwords
Audit Log For Passwords Security
Passwords Linked To All Entities Of The System
Password Manager: Automatic Generation
Password Manager: Strength Checker
Knowledge Base
Multiple Knowledge Bases
Kbs Visibility Based On Groups
Portal Kbs For End Users / Customers
Public Kbs For Non-Logged Users
Kb Linked To Tickets
Kb Linked To Cmdb / Itam
Kb Linked To Crm
CMDB
Unlimited Customizable Ci Object Types
Unlimited Cis
Relations Between Cis
Link With Tickets
Link With Crm And Contracts
Service Catalog Management
Contract Management
License Management
Locations
Link With Itam (Autodiscovery) Module
Planned Activities / Maintenance
Email Cmdb For Devices And Contracts
Graph view relations
Graph view layout & dynamic loading
Module Creator
Create Apps & Custom Modules
Create Custom Forms & Grids
Create End User Portal Custom Modules
Create Custom API
Survey
Customer Satisfaction Survey
Survey Form Visual Designer
Automatic Surveys
Realtime Dashboards
Periodic surveys
Project
Project Management
Auto-scheduling for tasks
Advanced Permissions
Project dependencies and constraints
Project milestones and deliverables
Flow
Approval Request Management
Management Of Approvals By Email
Management Of Approvals From User Portal
Approval Rules Management
Approval Stage Management
Management Of Scheduled Flows
Management Of Automatic Entity Creation
Management Of Automatic Entity Update
Scheduled Maintenance Management
Task Automation Management
Automatic Email Management
No Code / Low Code Platform
Portal Designer
Visual Portal Designer
Frontend Portal Visual Designer
Graphic Widget
Portal Page Management
Group Based Visibility Management
Graphic Widget Customization
Multiple Portals Management
Product Management
Development Task Prioritization
Bug and Fix Tracking
Product Issue Management
Product Backlog Management
Feature Requests Management
Changes Tracking
Task Assignment to Developers

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