Client Central
The Complete Customer Overview
Empower your agents with the unified interface for a true 360-degree view of every customer
Knowing your client, made convenient
Give your teams a complete, trusted view of every customer relationship across the bank. By connecting fragmented systems, accounts, contacts, interactions, and operational data into a single experience, employees can find information faster, serve customers with confidence, and take action without navigating disconnected platforms.
See the complete customer picture
Unified 360 Customer View
Consolidate accounts, contacts, products, interactions, and relationship data from multiple systems into a single, comprehensive customer profile.
Complete Relationship Context
Give employees a holistic view of each customer relationship, eliminating the need to search across disconnected applications.
Find information from fragmented systems easily
Customer Search without silos
Quickly locate clients, accounts, and contacts using flexible search criteria from all core banking systems in one place. Eliminate silos and tabbing between multiple systems for fragmented information
Turn Insight into action
Launch service actions directly from the customer record, reducing navigation across systems and improving operational efficiency.
Built for the complexity of Banking
Built for Complex Banking
Manage retail customers, commercial organizations, and complex relationship structures across all LoBs with a unified view of accounts, contacts, and connected entities.
Clear and Intuitive Experience
Organize complex banking relationships into an easy-to-navigate interface that helps teams quickly understand and manage customer information.
Give every team the right view
Role-Based visibility
Automatically present the most relevant customer information based on each employee's role and responsibilities, improving productivity and decision-making.
Secure Access to Sensitive Data
Protect customer PII data with role-based visibility controls that limit access to sensitive data according to permissions and business policies.
Configured just for your team
Built for change
Granular no-code controls to customize layouts, data views, search experiences, and workflows at every step using easy to use built in tooling, to match your organization's processes and organization structure.
Built for multiple LoB
Adapt to match the complex requirements of each of your lines of business without extensive development, perfect for large enterprises with multiple LoBs and thousands of teams and employees
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Client search
Instant access to every client relationship
Deliver seamless omnichannel customer service through a unified inbox that connects voice, email, chat, and digital channels while preserving complete conversation history and case context.
Client profile summary
Complete financial relationship visibility
Comprehensive Account Relationship Visibility
View primary, joint, and family-linked accounts in a unified, customizable hierarchy that reflects real-world financial relationships, with configurable account details tailored to different roles and business needs.
Real-Time Account Intelligence
Access live account balances, statuses, limits, and key attributes synchronized directly from core Banking systems to ensure accurate, up-to-date information.
Integrated workflows
Take action without switching application
Trigger and complete workflows such as stop-pay, disputes, or account updates directly from account and transaction records without switching tools.
Display workflow outcomes, approval progress, notifications, and status updates instantly within the interface.
KYC Consolidation
One secure view of customer identity
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.
Admin console
Instantly update client profile overviews
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.
Page Manager
Assign zones to pre-designed layout templates, facilitating building complex views with multi-tab support in minutes.
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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Compliance
Customize how data is presented
Secure client information with role-based access controls, dynamic segmentation across business lines, and comprehensive audit tracking of updates, verifications, and approvals—ensuring compliance, transparency, and effective client management.
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.
