Unified Advisor Portal
A workspace built for banking
Powerful, scalable, and cost effective. Findesk delivers the CRM experience you have always wanted
scaled to your business needs
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Core banking integration
Integrates directly into existing core systems
Turn-key integration.
Built-to-finish and Instantly deployable.
Every feature vertically integrated.
See the magic happen, horizontal and vertical integration meet.
Data never leaves your secure network.
Findesk is designed with compliance built-in not bolt-on.
Advisor assistant
Your agent's new best friend
Next-best Action advisor
Smart Copilot that recommends a structured guide to resolve issues
Add value to your service
Trained to recommend the most valuable and efficient solutions
Simplify agent expertise
Gain the expertise to manage multiple cases with quality service
Multi-channel integration
Experience a unified agent workspace
All your tools just one click away
Compact interface that lets agents work on one optimized workspace.
One customer, one case view
Track case context better, with 360 overview across all interactions
Streamlined routing policy
Connect customers to agents with the right skillset and expertise
Process automation
Automated task completion
Automated information capture
Focus on resolving customer problems instead of paperwork.
Automated verification
Ensure data privacy and error-free compliance through automation
Quick access toolkit
The right tool at the right time
Easy access across platform
Findesk's powerful tools are accessible across the platform.
Findesk's unified workspace
Work seamlessly without tabbing between multiple screens
