Findesk - Agent Desktop

Take your customers from problem to satisfaction quickly, seamlessly and effectively

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End-to-end banking customer service pipeline powered by embedded Agentic AI embedded into every step

Vertically integrated stack with optimized workflows connected to your core banking systems. No more tool switching.

Intelligent routing, Guided workflows and live agent assistance purpose built for customer service

A comprehensive turnkey suite loaded with precanned systems built specifically for banking, ready to go from day one.

Findesk Agent Desktop, provides a modern intuitive interface, that enhances on almost every facet of an Agent's Workflows. Always have access to the right tools at the right time.

Empowering agents with AI-driven support and automation to enhance efficiency and accuracy.

Provides real-time AI-powered guidance to help agents handle customer queries efficiently.

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Automates repetitive tasks, allowing agents to focus on more complex interactions.

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Delivers step-by-step responses to ensure consistency in customer interactions.

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Consistent complaince with voice-based customer authentication.

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Provides real-time AI-powered guidance to help agents handle customer queries efficiently.

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Generates concise conversation summaries for faster case resolution and documentation.

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Ensures seamless documentation of all interactions for compliance and follow-up.

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Quick code and tags allows agents to categorize and record interactions easily.

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Enabling seamless interactions across multiple channels with an optimized workspace for banking support teams.

Captures and transcribes conversations for reference and compliance.

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Provides a complete view of customer interaction history across all channels.

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Purpose-built UI designed for all banking and customer support needs.

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Customizable interface to tailor the workspace to individual agent needs.

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Connects with core banking systems, databases, and billing platforms.

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Compact, integrated softphone UI for seamless call handling within the workspace.

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Intelligently routes incoming calls to the most appropriate agent.

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Enables agents to personalize and manage customer emails efficiently.

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Allows agents to switch between chat, email, voice, and social channels effortlessly.

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Provides multiple saved case views for better case tracking and management.

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Optimizing case handling, routing, and access control to ensure efficient customer service operations.

Logs audit trails and key events for compliance and monitoring.

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Enables secure and simplified access across multiple banking applications.

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Allows efficient delegation of cases to relevant teams or members.

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Ensures case assignments comply with access control and clearance policies.

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Enables service-level agreement tracking for timely case resolutions.

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Uses AI to prioritize and assign cases based on urgency and complexity.

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Dynamically routes cases based on pre-defined conditions and agent expertise.

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Provides real-time AI-powered guidance to help agents handle customer queries efficiently.

Automates repetitive tasks, allowing agents to focus on more complex interactions.

Delivers step-by-step responses to ensure consistency in customer interactions.

Consistent complaince with voice-based customer authentication.

Provides real-time AI-powered guidance to help agents handle customer queries efficiently.

Generates concise conversation summaries for faster case resolution and documentation.

Ensures seamless documentation of all interactions for compliance and follow-up.

Quick code and tags allows agents to categorize and record interactions easily.

Captures and transcribes conversations for reference and compliance.

Provides a complete view of customer interaction history across all channels.

Purpose-built UI designed for all banking and customer support needs.

Customizable interface to tailor the workspace to individual agent needs.

Connects with core banking systems, databases, and billing platforms.

Compact, integrated softphone UI for seamless call handling within the workspace.

Intelligently routes incoming calls to the most appropriate agent.

Enables agents to personalize and manage customer emails efficiently.

Allows agents to switch between chat, email, voice, and social channels effortlessly.

Provides multiple saved case views for better case tracking and management.

Logs audit trails and key events for compliance and monitoring.

Enables secure and simplified access across multiple banking applications.

Allows efficient delegation of cases to relevant teams or members.

Ensures case assignments comply with access control and clearance policies.

Enables service-level agreement tracking for timely case resolutions.

Uses AI to prioritize and assign cases based on urgency and complexity.

Dynamically routes cases based on pre-defined conditions and agent expertise.

chevron_left Omnichannel Unified Inbox Interactive Voice Response Agent Assist Case Management Workflow automation Multiple LOB Support Security Customization Compliance Call Flow Assistant Live Monitoring chevron_right

Omnichannel

Move fluidly between whichever channel suits your needs the best while accurately tracking case context and conversation history.

Built-in support and unique interconnected experience between Voice, Email, Live chat and web messaging channels.

Consolidate all dialogues in one inbox; stop switching apps.

Switch between channels seamlessly mid-interaction

Unified Inbox

Consolidates emails, live chat, voice calls maintaining a single conversation thread per customer across channels.

Automatically organize incoming and escalated communications based on SLA guidelines and priority handling rules for VIP or high-value customers.

Advanced search across messages and customer data. Filters by channel, status, agent, priority, or tags

No more switching tools or losing message history.

Interactive Voice Response

Findesk IVR provides personalized greeting and customer verification experience adapting to customers natural language responses to discern service intent.

React instantly to surges in incoming call volume by efficiently managing advisors availability and backlogs.

Intelligent routing that checks for relevant advisors skills and proficiencies according to customer intent before connecting them to the customers

Use natural language, no more tedious hard-coded call trees

Agent Assist

Multi-factor security with voiceprint verification and guided enrollment copilots—ensuring every interaction begins with trusted, frictionless authentication

Findesk automatically captures and structures case information, eliminating manual entry and ensuring complete, compliant records.

Leverage live transcription tuned to banking terminology and context-aware auto-assist, Findesk generates precise, compliant responses instantly.

Engage secure copilots that are more efficient than manual process

Case Management

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.

Access all required systems, tools, and channels from a single interface. Built-in soft phone and email integration eliminate tool switching and reduce operational friction.

The knowledge assist engine provides instant, context-aware guidance, ensuring every customer response is compliant and consistent across all channels.

Optimized interface that surfaces all customer’s information

Workflow automation

Findesk provides pre-designed, step-by-step workflows for high-risk and high-complexity requests—ensuring accuracy, compliance, and consistency.

Vertically integrated process execution enables real-time information lookup and task completion without switching tools.

Interface seamlessly with existing core platforms directly from the Findesk workspace, no middleware friction, no context loss.

Select from a list to launch a number of guided workflows

Multiple LOB Support

Granular role-based controls across data, workflows, customers, and AI assistants, allowing each business line to operate independently within defined boundaries.

Teams see and act only on the information they require, reducing risk while improving focus, security, and operational efficiency

Findesk natively supports intricate organizational hierarchies and product models—scaling effortlessly across large, diversified environments.

Allow each business line to operate by their own rules

Security

Findesk ensures secure PII handling through built-in data masking and obfuscation—protecting sensitive information throughout every automated workflow and interaction.

Mandatory multi-factor authentication combined with bring-your-own single sign-on delivers a single, secure identity across the entire platform without compromise

All interactions occur within secure channels, eliminating risky document downloads and ensuring sensitive data never leaves the secure Findesk environment.

Handle PII data through secure automation

Customization

Findesk offers powerful no-code tools to design, modify, and optimize workflows and processes—without development effort or downtime.

Easily control permissions, visibility, and dashboard data to ensure every role sees exactly what it needs.

Adapt layouts and UI elements to match how your teams work—creating a personalized, efficient experience across the enterprise.

Intuitive drag-and-drop visual builder interface

Compliance

A precise history of updates, changes and maintenance made to system configurations.

Live customizable dashboards track the metrics that matters and provide insights into how current performance measures up in reference to Service Level Agreement

Record editor ID, clearance and timestamp

Call Flow Assistant

Generate complex flows with simple step-by-step instructions and conditional routing using simple natural language.

Create user verification and authentication flows, Check balance flows, execute transaction flows, etc. with the ability to visually modify them on the design space.

Simply import virtual assistants and input data into the assistant and use simple intuitive multi-step prompts with clear recorded version history.

Live Monitoring

Secure monitoring tools set up for contact center supervisors to monitor live customer journeys when necessary.

Team managers can be notified and brought on to understand and monitor advisor performance on problem cases to provide proactive resolutions.

Real-time analytics to keep track of surges, customer issues, or inefficient queue management and routing.

Get instant AI-powered summaries of interactions for quick insights.

Receive intelligent suggestions to improve customer interactions.

Automate routine tasks to enhance productivity and efficiency.

Keep track of all customer conversations in one place.

Personalize emails with dynamic templates and automation.

Capture and log customer issues automatically for streamlined resolution.

AI-powered responses to common customer inquiries.

Centralized access to company policies and guidelines.

A searchable repository for quick answers and troubleshooting.

Manage customer interactions from all channels in one view.

Personalize dashboards to prioritize important cases.

Sort and filter cases based on custom criteria.

Get real-time alerts for important updates and tasks.

Export data in CSV format for easy analysis and reporting.

Automatically route cases based on predefined conditions.

Make and receive calls directly within the CRM.

Host multi-party calls for seamless collaboration.

Organize and manage contacts efficiently.

Redirect calls to the right team members instantly.

Send and manage emails without leaving the platform.

Instant messaging for team collaboration.

Tailor the CRM interface to fit business needs.

Automate processes for efficiency and consistency.

AI-powered bots to assist with routine tasks.

Redirect calls to the right team members instantly.

Send and manage emails without leaving the platform.

Instant messaging for team collaboration.

Secure customer authentication to protect sensitive data.

Safely gather and store customer documents.

Monitor and track system security measures.

Maintain a detailed log of all customer interactions.

Track agent activities and productivity live.

Analyze past performance trends for improvement.

Monitor and review customer interactions for quality control.

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