URL Builder Pro helps fintech & financial services support teams instantly access customer profiles, admin panels, AML systems, and documentation directly from Zendesk tickets.
Instantly access user profiles and AML systems using ticket data. Search by email, phone number, or external ID with a single click, reducing lookup time by 90%.
Direct links to relevant compliance tools and customer status pages using dynamic data from Zendesk tickets. Perfect for KYC, AML, and verification workflows.
Jump from Zendesk to admin panels, service centers, internal wikis and Google Sites documentation with customer context automatically passed through.
Automatically fill templates with customer data from your tickets: email addresses, phone numbers, ID numbers, transaction references, and more.
Connect to any internal system with a web interface: admin panels, user profile systems, compliance tools, payment processors, and documentation.
Access your tools directly from both the ticket sidebar and user sidebar in Zendesk, providing contextual access regardless of view.
Automatically handles complex encoding requirements for special characters in emails, names, and international text.
Route to different environments based on customer data. Perfect for companies operating in multiple markets with separate backend systems.
Set up in minutes with no coding required. Create templates that your entire team can use, with changes synced instantly.
Here's how financial services support teams use URL Builder Pro to streamline their workflows:
Instantly look up user profiles in your internal systems:
https://profile.internal.example.com/details?email={{ticket.requester.email}}&phone={{ticket.requester.phone}}
Access compliance and verification status with one click:
https://admin.service.internal.example.com/aml/user?email={{ticket.requester.email}}&phone={{ticket.requester.phone}}
Jump directly to transaction details from support tickets:
https://internal.example.com/users/{{ticket.requester.externalId}}/transactions
Check verification status and customer details instantly:
https://admin.exchange.example.com/users/verification?customer_id={{ticket.requester.externalId}}
View customer trading activity and wallet information:
https://trading.example.com/admin/transactions?wallet={{ticket.custom_fields.wallet_address}}
Access process documentation and guidelines:
https://sites.google.com/example.com/procedures/corridors/{{ticket.custom_fields.corridor_id}}
"Our agents were wasting time copying customer details between Zendesk and 5 different internal systems. With URL Builder Pro, they access everything with a single click, cutting AML verification time by 90%." ★★★★★
"For our compliance-heavy workflows, having direct links to verification status, AML tools, and customer profiles is a game-changer. New agents learn in hours instead of weeks. The ROI is incredible." ★★★★★
"Our internal profile tools and admin panels now connect seamlessly with Zendesk. URL Builder Pro helped us cut handle time by 40% for complex verification and compliance tickets." ★★★★★
URL Builder Pro connects to any web-based internal system. Here are the most common integrations our financial services customers use:
Connect to custom-built admin interfaces and user management systems with pre-filled customer data
Instant access to verification status, compliance checks, and pending user lists
Jump to specific transaction details using IDs from tickets, with context automatically passed
Link directly to region-specific or corridor-specific process documentation
Search by email, phone, or ID with no manual data entry required
Direct access to fraud alerts, risk scores, and account status information
Connect to Stripe, PayPal, and internal payment systems with customer context
Work with unique internal tools? We can help integrate them.
See Financial Services Solutions →Add URL Builder Pro from the Zendesk Marketplace in just a few clicks
Build URL templates that connect to your internal systems using Zendesk ticket data
Access your internal tools directly from Zendesk tickets with a single click
Plans that scale with your financial services support team
All plans include a 14-day free trial. Volume discounts available for larger teams.
Join leading fintech and financial services teams who've simplified their complex workflows with URL Builder Pro
Have questions about how URL Builder Pro can help your financial services support team? Need help with a custom integration? Reach out to our team.