Fintech Companies
Offer seamless support for your fintech solutions. This template helps resolve technical issues, manage accounts, and answer transaction inquiries.
Deploy for $499After installation
Ticket Triaging
Automatically segment your tickets with views, setup during the installation.
Help Center
All your ticket forms will automatically be added to your help center when activated.
Reporting
You will have pre-configured reporting to help you understand your support data.
Template Overview
Perfect For
- Fintech startups
- Online payment processors
- Financial technology companies
Ticket Forms Included
- Technical Issues
- Account Management
- Transaction Inquiries
- Security Concerns
- Feature Requests
- Payment Issues
- API Support
- Account Verification
- Service Availability
- Regulatory Compliance
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.
Technical Issues
Troubleshooting technical problems with fintech platforms, apps, or services.
Ticket fields
User Account ID/Email
Platform/Service
Error Message (if any)
Account Management
Managing user accounts, updating personal information, or changing security settings.
Ticket fields
User Account ID/Email
Account Management Request
Transaction Inquiries
Questions about transactions, payment status, or transaction history.
Ticket fields
User Account ID/Email
Transaction ID (if applicable)
Security Concerns
Reporting suspicious activity, fraud, or security breaches.
Ticket fields
User Account ID/Email
Feature Requests
Suggesting new features or improvements to existing fintech products or services.
Ticket fields
User Account ID/Email
Suggested Feature
Payment Issues
Inquiries about payment failures, refunds, or chargebacks.
Ticket fields
User Account ID/Email
Transaction ID
Issue Type
API Support
Inquiries related to API integration, documentation, or technical support.
Ticket fields
User Account ID/Email
API Endpoint
Error Code (if applicable)
Account Verification
Requests for account verification, identity confirmation, or KYC (Know Your Customer) issues.
Ticket fields
User Account ID/Email
Verification Request Type
Service Availability
Questions regarding the availability of services or outages.
Ticket fields
User Account ID/Email
Issue Description
Regulatory Compliance
Questions about regulatory compliance, data protection policies, or industry standards.
Ticket fields
User Account ID/Email
Compliance Issue
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.