Investment Firms
Provide personalized investment support. This template answers investment questions, provides account updates, and facilitates effective customer communications.
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
- Investment firms
- Brokerage firms
- Wealth management companies
Ticket Forms Included
- Investment Questions
- Account Updates
- Customer Communications
- Trade Orders
- Financial Advice
- Account Balances
- Tax Reporting
- Investment Strategy
- Retirement Planning
- Fees and Charges
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.
Investment Questions
Questions about investment options, portfolio management, or market trends.
Ticket fields
Client Account Number
Investment Area of Interest
Account Updates
Requests to update account information, change contact details, or manage beneficiaries.
Ticket fields
Client Account Number
Customer Communications
General communication with clients regarding account statements, performance reports, or market updates.
Ticket fields
Client Account Number
Communication Type
Trade Orders
Placing or modifying trade orders for stocks, bonds, or other securities.
Ticket fields
Client Account Number
Security Symbol
Order Type
Quantity
Financial Advice
Requests for financial advice or consultation with a financial advisor.
Ticket fields
Client Account Number
Account Balances
Inquiries related to account balances, portfolio performance, or cash positions.
Ticket fields
Client Account Number
Tax Reporting
Inquiries regarding tax-related documents such as 1099 forms, capital gains, or tax deductions.
Ticket fields
Client Account Number
Tax Year
Investment Strategy
Questions or consultations about investment strategy, risk management, or asset allocation.
Ticket fields
Client Account Number
Strategy Type
Retirement Planning
Inquiries or assistance regarding retirement planning, pension funds, or retirement accounts.
Ticket fields
Client Account Number
Retirement Goal
Fees and Charges
Questions about management fees, transaction costs, or other charges associated with investments.
Ticket fields
Client 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.