Agent Desktop
Unified workspace purpose-built for Banking
Take your customers from problem to satisfaction quickly, seamlessly and effectively
Smart, secure and purpose-built for Banking customer service
End-to-end Banking customer service pipeline powered by Agentic AI embedded into
every step
Built for the Way Banking Teams Work
Understands Banking
Findesk feels familiar from day one because it's designed around
the real workflows of Banking teams.
Eliminates complexity
From frontline advisors to back-office specialists and
administrators, every experience is tailored to how people actually work, helping
teams become productive faster with less training and workarounds to use tools.
Findesk adapts to you not the other way around.
One and done solution
Pre-integrated suite
Eliminate the tremendous effort and time required to cobble
together multiple third-party applications, while compromising functionality.
Findesk is pre-integrated with everything your advisors need, optimized at every
step
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.
Everything in One Place
Quick access toolkit
Give your teams every tool they need, intuitively within
reach in a single workspace. Customer information, communications, knowledge,
workflows, and Banking processes are all built in.
Every step optimized
Every interface, workflow, and interaction has been
thoughtfully designed to remove user friction and save valuable time. By
optimizing the entire customer service journey from end-to-end, not just
individual tasks, Findesk helps teams work more efficiently and deliver faster,
better and more accurate customer service experiences and resolutions.
Make the platform your own
Layout Designer
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.
Layout Designer
Powerful drag n 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.
Page Manager
Assign zones to pre-designed layout templates,
facilitating building complex views with multi-tab support in minutes.
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Experience the most complete agent workspace
Findesk Agent Desktop, provides a modern, intuitive interface that enhances almost every facet of an agent's workflows. Always have access to the right tools at the right time.
Intelligent assistance, tools & automation
Empowering agents with AI-driven support and automation to enhance efficiency and accuracy.
Agent Assist
Copilot Task Completion
Scripted Guidance
Answer Engine
Automated Verification
Enhanced self service portals
Auto Case Tracking and Logging
Automated evaluation and coaching
AI voice agents and speech analytics
Omnichannel & interactions hub
Enabling seamless interactions across multiple channels with an optimized workspace for banking support teams.
Real-time Conversation Transcription
360° Interaction Case Explorer Overview
Optimized Single-Screen Interface
Agent Workspace Layout Designer
Direct Integration to Existing Banking Systems
Built-in Softphone
Automatic Call Distribution
Email Integration
Seamless Multichannel Experience
Unified Inbox
Smart workflow & case management
Optimizing case handling, routing, and access control to ensure efficient customer service operations.
Interaction Activity Tracker
Single Sign-On (SSO)
Quickly Reassign Multiple Cases
Access Monitoring
SLA Setup
Smart Routing
Conditional Routing
Omnichannel
Engage with clients on their preferred channel
Unify voice, email, chat, and messaging into a single inbox,
enabling seamless channel switching while preserving complete conversation history and
case context.
Core Banking integration
Empower agents with real-time
access to customer and core Banking data
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.
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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Agent 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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Intelligent routing
Connect customers with the right advisors
Unify voice, email, chat, and messaging into a single inbox,
enabling seamless channel switching while preserving complete conversation history and
case context.
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.
Multiple LOB support
Tailor-made configuration for each line of business
Empower each business line with role-based access controls, ensuring
teams only see and act on what they need. Designed for complex enterprise structures,
Findesk supports diverse organizational models while maintaining security, autonomy, and
operational efficiency.
Live Monitoring
Watch customer journeys in real-time
Give supervisors and managers real-time visibility into customer
interactions, advisor performance, and operational health with live monitoring tools,
proactive escalation capabilities, and analytics dashboards.
FINDESK INTELLIGENCE
Unlock Specialized-Purpose Intelligence built for Banking
Go beyond General purpose AI, augment your team with Findesk’s
Specialized intelligence. Get more done through thoughtful automation and enhanced
self-service. Experience a level of automation efficiency not seen before.
Intelligence that understands Banking
Special-purpose intelligence with the domain depth
needed to truly understand Banking. Unlike general AI, it's trained on
Banking workflows, regulations, and customer scenarios.
Core system integration for massive productivity boost
Connect your AI to your core systems, granting
seamless access to data that allows enhanced self-service functionality that can
handle complex tasks and transactions.
Human advisors steer. AI executes.
AI should make your team's work easier, not
replace them. Findesk provides the right controls around AI enabling quick and
easy handoff of tasks to copilots.
80+ expert pretrained models, with complete
extensibility tools
Gain access to a ready-made AI system with powerful
built-in Intelligence extensibility tools. Models continuously evolve to adapt
to your data.
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FINDESK SECURITY
The Sovereign in data security
Designed specifically for institutions that value customer
trust above all else.
Data Security Guaranteed.
Findesk approaches security with a 100% safe approach.
Your valuable PII data will never be stored by Findesk, in fact your data never
leaves your network.
Complete data sovereignty & control
Ensure seamless colocation of data within your
network. Keep your data how it best suits you without fear of vendor lock-in.
Convenience of cloud + On-prem Security
Findesk Private SaaS lets you keep the agility
and flexibility of cloud, while also enjoying the benefits of on-prem security
Say goodbye to governance and overheads
Findesk's guaranteed security makes compliance
overheads redundant. Built-in tracking, monitoring and reporting tools make
audits simple.
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All the features and capabilities you need
Smart Tools
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Real-time summarization
Get instant AI-powered summaries of interactions for quick insights.
Recommendations
Receive intelligent suggestions to improve customer interactions.
Auto-assist
Automate routine tasks to enhance productivity and efficiency.
Conversation tracker
Keep track of all customer conversations in one place.
Email customization
Personalize emails with dynamic templates and automation.
Automated case logging
Capture and log customer issues automatically for streamlined resolution.
Information Tools
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Answer Engine
AI-powered responses to common customer inquiries.
Policies and procedures
Centralized access to company policies and guidelines.
Knowledge Base
A searchable repository for quick answers and troubleshooting.
Omnichannel
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Unified Inbox
Manage customer interactions from all channels in one view.
Custom case views
Personalize dashboards to prioritize important cases.
Custom filters
Sort and filter cases based on custom criteria.
Notifications
Get real-time alerts for important updates and tasks.
CSV export
Export data in CSV format for easy analysis and reporting.
Conditional routing
Automatically route cases based on predefined conditions.
Communication
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Built-in Softphone
Make and receive calls directly within the CRM.
Conference calling
Host multi-party calls for seamless collaboration.
Group contact list
Organize and manage contacts efficiently.
Call re-routing
Redirect calls to the right team members instantly.
Built-in Emailer
Send and manage emails without leaving the platform.
Internal Chat
Instant messaging for team collaboration.
Customization
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Layout designer
Tailor the CRM interface to fit business needs.
Built-in workflows
Automate processes for efficiency and consistency.
Intelligent virtual assistants
AI-powered bots to assist with routine tasks.
Call re-routing
Redirect calls to the right team members instantly.
Built-in Emailer
Send and manage emails without leaving the platform.
Internal Chat
Instant messaging for team collaboration.
Security & Privacy
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Private verification
Secure customer authentication to protect sensitive data.
Private document collection
Safely gather and store customer documents.
Security Audit
Monitor and track system security measures.
Interaction History
Maintain a detailed log of all customer interactions.
Quality Assurance
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Real-time agent performance monitoring
Track agent activities and productivity live.
Historic performance reporting
Analyze past performance trends for improvement.
Conversation tracker
Monitor and review customer interactions for quality control.
