Findesk preloaded virtual assistants are not generalist bots. Each one is a subject matter expert with deeply immersive training into particular banking products and services.
Intelligent virtual Assistants
Build your own Erica-like experience
Free your advisors to focus on the moments that matter
Findesk Intelligent Virtual Assistants handle routine customer requests with the expertise, security, and reliability expected in Banking. By resolving everyday service needs autonomously, they reduce advisor workload, improve service availability, and allow your teams to focus their time on complex customer situations where human judgment creates the greatest value.
Launch Banking-ready Virtual Assistants from day one
READY
SET
GO
Behind the scenes during every virtual assistant interaction, a specialized concierge connects customers in real-time to the virtual assistant best trained to resolve that request. No escalation, no wait times, just seamless customer-assistant conversations.
Every customer receives the best possible guidance and support, helping you deliver consistent service quality regardless of self-service or human assistance.
READY
Findesk preloaded virtual assistants are not generalist bots. Each one is a subject matter expert with deeply immersive training into particular banking products and services.
SET
Behind every interaction, Findesk seamlessly routes customers to the specialist assistant best trained to resolve their request. No escalation, no wait times, just seamless customer-assistant conversations.
GO
Every customer receives the best possible guidance and support, helping you deliver consistent service quality regardless of self-service or human assistance.
Path to hyper optimization
Complex service requests and guided transactions can be completed by leveraging direct
integration to your existing core banking systems.
BEGINNER
Relieve the pressure
Leverage a huge collection of queries available out-of-the-box. Contain generic FAQ inquiries and provide quick efficient self-help.
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Routing number
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ATM/Branch locations
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Account info
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400+ queries
Advanced
Enhance customer experience
Findesk Virtual Assistants can handle more complex multi-step transactions and can service advanced use-cases completely through automation.
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Payments and Transfers
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Account lock/Password Reset
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Lost/Stolen card
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100+ such use-cases fully automated
Expert
Enhance agent experience
Handle advanced tasks such as biometric enrollment, authentication, and guided banking workflows with built-in intelligence and automation.
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Biometric enrollment
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Customer Verification
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Automated wrap up
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30+ such tasks fully automated
Resolve more customer requests without human intervention
Understands when to escalate
By handling service requests efficiently, advisors can spend more time helping customers who need expertise, empathy, and personalized attention. Only escalating for human confirmation when absolutely needed.
Seamless support across channels
Customers interactions can be seamlessly tracked across channels, removing any friction from the customer experiences
Design customized Virtual Assistants from start to finish
Build and train Assistants
Easily build and train virtual assistants, connect new services, and expand capabilities through intuitive no-code tools and natural language configuration.
Import conversations for training
When building your own Virtual Assistants from scratch, quickly bootstrap the training process using imported customer conversations from your own existing systems.
Make it your own
Customize your virtual assistants to fully fit your organization's branding and styling. These Virtual assistants are fully in your control, providing an impressive breadth of visual and functional customization options.
Measure the outcomes that matter
Customizable dashboards
Track performance, resolution rates, customer satisfaction, escalations, and other KPIs through customizable dashboards built around your institution's goals.
Customizable dashboards
Track performance, resolution rates, customer satisfaction, escalations, and other KPIs through customizable dashboards built around your institution's goals.
Get actionable insights
Findesk built-in assistant, utilizes pretrained Banking expertise, to answer questions, break down metrics, trends and historical data pertaining to tracked metrics to better inform decisions and strategies.
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Enhanced Self-service
Empower self-service with intelligent Virtual Assistants
Ensure your customers always have quality support
Provide your customers access to 24/7 Banking service. Handle complex transactions and priority requests without being dependent on human assistance for time-sensitive requests.
Assisted self-help with voice services
Virtual assistants understand guidelines when human intervention is mandatory and seamlessly hands off customers to the right advisors with full context
Banking native AI
Special purpose AI network built for banking
Banking-native AI models trained to understand and execute Banking processes and transactions accurately and efficiently
Findesk Model adaptation system and built-in extensibility tools allows your AI network of models to continue to learn on your data and evolve to function with even more precision.
Core Banking integration
Empower virtual assistants to complete more complex personalized transactions
Virtual Assistants can pull customer data and workflows in real time from core banking systems
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.
Vertical integration pulls relevant information, customer data and history to one place.
Empower advisors with a unified workspace that combines customer insights, case history, enterprise tools, and AI-powered knowledge assistance—enabling faster, more confident, and consistent customer service.
Error-free guided flows using pre-defined workflows
Guide complex Banking transactions from start to finish with step-by-step workflows, real-time system lookups, and direct Core Banking access—all within the Findesk workspace.
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Security & Compliance
Built in enterprise-grade security & compliance
Operational efficiency, without security compromise
Protect sensitive customer data with privacy-safe automation, unified identity controls, and secure communication channels that keep PII masked, access protected, and information contained within the Findesk environment.
Compliance with effortless oversight
Customers interactions continue seamlessly from one channel to the next. Track customer conversations, history and preferences across multiple preferred channels from one overview effortlessly.
Assistant INSIGHTS
Track how your Assistants are performing
Use customizable dashboards and metrics to track and monitor how your Assistants are performing in containing and successfully resolving customer problems.
