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TICKETING

Integrated support ticketing for financial services

Financial support in a shared inbox is a compliance incident waiting for a subject line. On FinLabCore, client requests live inside the platform: raised and tracked in the apps, worked as categorised, assigned conversations in the back office, with the client’s context one click away and an audit trail under every word.

The Back Office →

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An in-app support channel, not an email address

Clients raise requests where they already bank, in the white-label web application and the native mobile apps, and track them there too: status visible, history kept, attachments included. No “did you get my email,” no support address forwarding into the void. For a financial product, the support channel is part of the product, and here it ships with it.

The client-side experience, record-linked requests, structured intake, one thread per issue, has its own page: In-app Support Chat.

Tracked requests: categorised, assigned, attached

On the operations side, requests arrive as structured work, not prose in an inbox: categorised conversations with attachments, assigned to the right person, worked in the same back office as everything else, which means the client’s accounts, payments and history sit beside the conversation, not three tools away. Support answers from context, not from asking the client to repeat themselves.

Support with an audit trail

Every conversation is part of the platform’s attributable history: who said what, who was assigned, what was attached, when it moved. When a complaint becomes a dispute, or a regulator’s question, the record is already there, in order, with names. A helpdesk bolted on beside the platform cannot promise that; a channel built into it does not have to promise.

Integrated ticketing FAQ

How do clients raise a request?
From inside the web or mobile app, created, tracked and updated where they already bank, with attachments supported.
As a categorised, assigned conversation in the back office, with the client’s full context, accounts, payments, history, beside it, under role-based access.
For client requests, yes, that is the design: one channel, inside the platform, with the context and the audit trail a financial operation needs.
Complete: conversations, assignments and attachments are part of the platform’s attributable history, ready for the day a request becomes a case.
Categorisation and assignment are the mechanism: requests are categorised and assigned to the right people, worked in operational queues alongside the rest of the day’s work.

Watch a ticket meet its context

A client raises a request on mobile; operations answers with the account history already open. That is the whole pitch, see it live.

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