UNIFIED ADVISOR PORTAL
Unified Workspace for every tool a banking advisor needs
Core banking integration, Customer 360, Guided Banking workflows, Embedded Intelligence, Case Management and more.
Less time on silos. More focus on customers.
Today's banking customers expect banking to be simple and seamless. But disconnected systems and manual processes often get in the way. Findesk brings everything together in one unified platform, helping banks streamline workflows, connect systems, and give bankers the full customer picture at every interaction.
Purpose-Built for Modern Banking
Ready day one
Get started immediately out-of-the-box using preloaded
workflows, forms and views specifically designed for Banking operations.
Banking Native Platform
Automated audit trails and regulatory checks are built directly into every workflow.
AI for Banking
Embedded with AI specially trained with immersive Banking
knowledge to empower smart assistants to handle offloaded busywork alongside
Advisors as they focus on helping clients.
Unified Core Banking Workspace
Complement to Core Banking
Findesk works to complement existing Core Banking
landscapes, not replace them. A complete pre-integrated layer that orchestrates
across fragmented traditional, modern, and multi-core environments.
One and done
No more tabbing between fragmented systems and silos. Guided
workflows, embedded Banking tools, and intelligent copilots seamlessly
orchestrate together to help teams execute customer requests directly within
Agent Desktop during real-time interactions, reducing handoffs and speeding up
resolution times.
Domain-Specific Intelligence
Beyond Gen AI
Pre-trained AI models with deep domain knowledge,
industry-specific language
understanding, and intelligent automation for complex workflows.
Pretrained Models
Gain access to a ready-made AI system with powerful
built-in Intelligence
extensibility tools. Models continuously evolve to adapt to your data.
Sovereign Banking Infrastructure
Uncompromised Data Sovereignty
Use powerful built-in tooling to ensure Findesk adapts to
your data instead of changing data to suit vendor requirements. Keep your data
the way you prefer.
Granular Access Controls
Security controls ensure sensitive data is protected.
Advisors get the context they need to make informed decisions without being
overwhelmed by information they don't need.
Native Regulatory Guardrails
Findesk was created just for Banking. Every workflow, tool,
and automation is designed with an understanding of the way real teams work, and
optimizes them.
Make it your own
Powerful Customization Tools
Powerful drag-and-drop designer tools that help to build
incredibly complex layouts to present information fields and tables, with in
depth controls to set specific data sources to populate the selected
layouts.
Powerful Customization Tools
Fine-tune every workflow down to the smallest detail using intuitive, no-code tools without needing technical expertise.
Plug-n-Play Integration
Modularly integrate new capabilities into your current systems without disrupting operations.
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Core Banking integration
Empower agents with real-time access to customer and core Banking data
Enable your customer support teams, workflows, and AI assistants to
operate with greater intelligence and efficiency by seamlessly accessing and unifying
information across fragmented core Banking systems.
Findesk comes with ready-made connectors that allow you to
pull data and information directly from core Banking systems.
Omnichannel Integration
Meet your customers where they prefer
Convenient Omnichannel experience
Equipped to provide excellent customer support across Voice, Live Chat or Email
channels. Advisor tools and workflows are channel agnostic and are readily
accessible for any type of interaction.
Seamless customer interaction experience
Customers interactions continue seamlessly from one channel to the next. Track
customer conversations, history and preferences across multiple preferred
channels from one overview effortlessly.
One and done
Break down the barriers of fragmented systems
No more switching between disconnected systems. Guided workflows,
embedded tools, and AI copilots help teams handle customer requests directly—reducing
time and effort to resolve issues faster.
Findesk complements your existing core Banking systems without
needing to replace them. Zero disruption.
Advisor Assistance
Augment agent capabilities with intelligent automation
Live transcription
Instant transcription of live conversations with virtually no
lag. Perfectly understands
and tracks conversations about Banking-specific products, services and verbiage
using specialized
Intelligence.
Next best action
Give advisors instant, expertly-crafted, personalized canned
auditable responses, that
can be used to reply to customers at the click of a button.
Details Autocapture
Understand and capture important case related information and
customer details during
real-time conversations and automatically record them using the Intellipad. No
more sticky notes.
360 Lookup
Find all the information you need in one place
Guided Workflow
Findesk provides pre-designed, step-by-step workflows for
high-risk and high-complexity requests—ensuring accuracy, compliance, and
consistency.
Complete 360° view
Findesk delivers a unified view of customer profiles, case
details, and full interaction history—giving advisors instant context to act
confidently and resolve issues faster.
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Process automation
Streamline complex Banking transactions
Guided Workflows for complex Banking transactions
Findesk unifies workflows, core Banking systems, and process execution in a
single workspace, enabling faster, more accurate, and compliant handling of
complex Banking requests.
Eliminate tool-switching and fragmented silos
Pre-built workflows that simplify complex transactions with expert step-by-step
guidance deployed directly from within a menu in Agent Desktop
Multifactor Security
Convenience without compromising security
Leverage Built-in powerful biometric verification features to
authenticate and verify customers with higher accuracy and reliability.
Secure data masking allows PII data to remain private and masked
according to role-based access.
Learn more about Findesk
