Financial Services & Fintech Support Solutions

Streamline customer support with instant access to user profiles, AML systems, compliance tools, and processing status—directly from your Zendesk tickets.

URL Builder Pro for Financial Support Workflows

Support agents waste precious time switching between Zendesk and internal tools. URL Builder Pro creates direct links to your internal systems with customer context automatically passed through.

Customer Profile Access

Instantly look up users in your internal systems with one click. URL Builder Pro automatically fills search parameters with the customer's email, phone number, or ID from the support ticket.

AML & KYC Verification

Jump directly to compliance verification statuses without copying and pasting customer details. Perfect for financial services teams verifying customer identity and managing compliance requirements.

Transaction Monitoring

Link directly to specific transactions, payment histories, and processing status pages using transaction IDs or customer identifiers extracted from support tickets.

Regional Documentation

Access corridor-specific procedures and region-specific documentation in your internal wikis and Google Sites with context-aware links based on ticket data.

Real Financial Services Examples

Here's how companies like yours use URL Builder Pro to connect Zendesk with their internal tools:

Microloan Platform

Connect support agents to internal profile systems, AML tools, and pending verification statuses:

https://minerva-profile.production-shared.example.com/details?email={{ticket.requester.email}}
https://admin.service.production.internal.example.net/aml/user?email={{ticket.requester.email}}&phone={{ticket.requester.phone}}
https://admin.service.production.internal.example.net/user/pending?status={{ticket.custom_fields.verification_status}}

International Money Transfer

Access customer profiles, transaction details, and corridor-specific documentation:

https://csc.example.com/users/{{ticket.requester.externalId}}
https://sites.google.com/example.com/procedures-processes/corridors/payout/{{ticket.custom_fields.corridor_id}}

Crypto Trading Platform

Link directly to KYC verification status, wallet information, and trading history:

https://admin.exchange.example.com/users/verification?customer_id={{ticket.requester.externalId}}
https://trading.example.com/admin/transactions?wallet={{ticket.custom_fields.wallet_address}}

What Financial Support Teams Are Saying

"Before URL Builder Pro, our agents had to manually look up customers in 4 different systems. Now they access everything directly from Zendesk with a single click, cutting our average handle time by 40%." ★★★★★

Carlos M.

Support Operations Manager, Microloan Provider

"For compliance-heavy workflows like ours, having direct links to verification status, AML checks, and customer profiles is invaluable. This tool paid for itself in the first week." ★★★★★

Sandra K.

Head of Support, Money Transfer Service

"Training new agents used to take weeks because of our complex internal tools. With URL Builder Pro, new hires are handling tickets confidently from day one with guided access to the right systems." ★★★★★

David T.

Customer Experience Director, Digital Banking

Financial Services Integration Highlights

Customer Identification

Use any Zendesk ticket field to populate search parameters: email, phone, external IDs, account numbers, or custom fields.

Multi-Instance Support

Route to the correct environment based on customer region, product, or service tier. Perfect for companies with multiple backend systems.

Compliance Workflow Support

Streamline AML, KYC, and fraud monitoring workflows with direct links to relevant systems and pre-filled customer data.

Transaction Lookup

Jump directly to transaction details using IDs extracted from ticket subjects, descriptions, or custom fields.

International Support

Supports international character encoding for global operations, perfect for financial services companies operating across multiple regions.

Documentation Access

Link to relevant procedures based on corridor, product, or issue type mentioned in the ticket to ensure agents follow the right processes.

Implementation For Financial Teams

1

Install URL Builder Pro

Add the app from the Zendesk Marketplace with just a few clicks

2

Create Your Templates

Set up URL templates that connect to your internal tools using your existing Zendesk ticket data

3

Train Your Team

Brief 15-minute training is all that's needed—agents will immediately see the benefits

Ready to transform your financial support operations?

Join leading financial services companies who have streamlined their complex support workflows with URL Builder Pro