Findesk - Client Central

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Turn organizing and retrieving your client data hassle-free

Synchronize and link your client data updates from KYC and manual changes across the board

Integrated Client lookup built into Agent desktop workspace facilitating inline access to client records seamlessly

Initiate requests to your secure client database and workflows from a virtual platform that does not directly access data

chevron_left Client search Account Summary Transaction Summary Integrated workflows KYC Layout Designer Security Compliance chevron_right

Client Search

Search across enterprise clients, contacts, and accounts using flexible identifiers, partial matches, and dynamic filters to locate records instantly.

Access email, live chat, and voice conversations together—providing full context for every client interaction.

Access Client Central search panels directly from Agent Desktop, workflows, and service tools without switching applications.

Eliminates data silos, accessible customer details

Account Summary

Display all primary, joint, and family-linked accounts in one customizable hierarchy reflecting real-world financial relationships.

Configure which balances, statuses, limits, and attributes appear per role or business line.

Pull live account data from core banking systems to ensure accuracy and operational confidence.

Consolidated account, transaction and balance summary

Transaction Summary

Configure columns, filters, sorting, and grouping to match operational and compliance needs.

Quickly isolate transactions by date, amount, merchant, or status and drill into transaction details.

Transaction data stays continuously synchronized with backend systems.

Expand data formats and virtual entities with simple controls

Integrated workflows

Trigger workflows like stop-pay, disputes, or updates directly from account or transaction records.

Run service processes connected to internal systems, approvals, and notifications without switching tools.

Instantly display workflow outcomes and status updates inside the Client central interface.

Vertical integration allows access to service actions

KYC Consolidation

Aggregate identity, verification, and compliance data into one governed customer profile.

Consolidated data provides a comprehensive overview of accounts related to the client, such as family or business accounts, enabling better service.

Centralized identity data store

Layout Designer

Design tabs, tables, fields, and sections visually to match operational workflows.

Display different data layouts for different teams or lines of business, while preserving the context of verbiage that have different context based on teams or groups

Publish layout changes across all users rapidly without any downtime. Leverage a collection of preloaded templates specially designed for your domain

Extend data formats and virtual entities easily

Compliance

Restrict sensitive fields based on user role, clearance, and business line policies.

Track updates, verifications, and approvals with full audit history.

Segment clients and contacts dynamically across multiple lines of business for precise engagement and management.

Granular access governance

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.