Banks & Credit Unions
Deliver secure and reliable banking support. This template manages account inquiries, resolves transaction disputes, and provides prompt customer support.
Deploy for $499Template Overview
Perfect For
- Banks
- Credit unions
- Financial institutions
Ticket Forms Included
- Account Inquiries
- Transaction Disputes
- Customer Support
- Loan Applications
- Online Banking Support
- Account Opening
- Account Closures
- Fraud and Security
- Credit Card Services
- Bank Fees
Ticket Forms
Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."
Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.
Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.
Account Inquiries
General questions about account balances, transaction history, or account details.
Ticket fields
Account Number
Account Type
Transaction Disputes
Disputing unauthorized transactions, incorrect charges, or fraudulent activity.
Ticket fields
Account Number
Transaction Date
Transaction Amount
Customer Support
General customer service inquiries, such as address changes, online banking issues, or branch locations.
Ticket fields
Account Number (if applicable)
Loan Applications
Inquiries or applications for loans, mortgages, or credit cards.
Ticket fields
Loan Type
Loan Amount
Online Banking Support
Troubleshooting issues with online banking platforms or mobile banking apps.
Ticket fields
Username/Email
Platform
Account Opening
Inquiries related to opening new accounts, including the required documents and eligibility.
Ticket fields
Account Type
Applicant Name
Date of Birth
Account Closures
Requests or inquiries related to closing an account.
Ticket fields
Account Number
Reason for Closure
Fraud and Security
Reports of fraud, account compromise, or other security concerns.
Ticket fields
Account Number
Incident Details
Credit Card Services
Inquiries related to credit card services, such as balance inquiries, rewards programs, or payment issues.
Ticket fields
Credit Card Number
Issue Type
Bank Fees
Questions about bank fees, charges, or disputes over fees.
Ticket fields
Account Number
Fee Type
Frequently Asked Questions
Refund policy?
We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund
Will I get help after installation?
Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.
Can I install multiple templates?
Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.
What's included in the template?
Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.