Supercharge agent productivity
Agent Desktop is an intelligent purpose-built Call center software that equips agents with best-in-class tools and workflows for optimized, seamless service
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Choose a comprehensive, AI-powered workspace
Get insights across your entire contact center at a glance so you can make decisions backed by data.
Single intuitive desktop maximized for productivity
Your agents use a single screen to do their job. Access a wide variety of tools like Agent Assist, Client Central, Softphone and more.
Special purpose intelligence embedded into every workflow
FINDESK's extensive toolkit provides access to the necessary tools for every function at the click of a button.
Deploy instantly with a fully vertically-integrated CRM suite
FINDESK is purpose-built with best-in-class industry-specific configurations. Get started with a fully pre-integrated suite or a modular toolkit.
Experience the most complete agent workspace
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.
Intelligent assistance, tools & automation
Empowering agents with AI-driven support and automation to enhance efficiency and accuracy.
Agent Assist
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
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Copilot Task Completion
Automates repetitive tasks, allowing agents to focus on more complex interactions.
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Scripted Guidance
Delivers step-by-step responses to ensure consistency in customer interactions.
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Answer Engine
Consistent complaince with voice-based customer authentication.
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Automated Verification
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
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Enhanced self service portals
Generates concise conversation summaries for faster case resolution and documentation.
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Auto Case Tracking and Logging
Ensures seamless documentation of all interactions for compliance and follow-up.
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Automated evaluation and coaching
Quick code and tags allows agents to categorize and record interactions easily.
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Omnichannel & interactions hub
Enabling seamless interactions across multiple channels with an optimized workspace for banking support teams.
Real-time Conversation Transcription
Captures and transcribes conversations for reference and compliance.
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360° Interaction Case Explorer Overview
Provides a complete view of customer interaction history across all channels.
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Optimized Single-Screen Interface
Purpose-built UI designed for all banking and customer support needs.
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Agent Workspace Layout Designer
Customizable interface to tailor the workspace to individual agent needs.
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Direct Integration to Existing Banking Systems
Connects with core banking systems, databases, and billing platforms.
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Built-in Softphone
Compact, integrated softphone UI for seamless call handling within the workspace.
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Automatic Call Distribution
Intelligently routes incoming calls to the most appropriate agent.
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Email Integration
Enables agents to personalize and manage customer emails efficiently.
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Seamless Multichannel Experience
Allows agents to switch between chat, email, voice, and social channels effortlessly.
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Unified Inbox
Provides multiple saved case views for better case tracking and management.
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Smart workflow & case management
Optimizing case handling, routing, and access control to ensure efficient customer service operations.
Interaction Activity Tracker
Logs audit trails and key events for compliance and monitoring.
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Single Sign-On (SSO)
Enables secure and simplified access across multiple banking applications.
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Quickly Reassign Multiple Cases
Allows efficient delegation of cases to relevant teams or members.
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Access Monitoring
Ensures case assignments comply with access control and clearance policies.
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SLA Setup
Enables service-level agreement tracking for timely case resolutions.
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Smart Routing
Uses AI to prioritize and assign cases based on urgency and complexity.
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Conditional Routing
Dynamically routes cases based on pre-defined conditions and agent expertise.
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Intelligent assistance, tools & automation
Empowering agents with AI-driven support and automation to enhance efficiency and accuracy.
Agent Assist
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
remove
Copilot Task Completion
Automates repetitive tasks, allowing agents to focus on more complex interactions.
add
Scripted Guidance
Delivers step-by-step responses to ensure consistency in customer interactions.
add
Answer Engine
Consistent complaince with voice-based customer authentication.
add
Automated Verification
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
add
Enhanced self service portals
Generates concise conversation summaries for faster case resolution and documentation.
add
Auto Case Tracking and Logging
Ensures seamless documentation of all interactions for compliance and follow-up.
add
Automated evaluation and coaching
Quick code and tags allows agents to categorize and record interactions easily.
add
Omnichannel & interactions hub
Enabling seamless interactions across multiple channels with an optimized workspace for banking support teams.
Real-time Conversation Transcription
Captures and transcribes conversations for reference and compliance.
add
360° Interaction Case Explorer Overview
Provides a complete view of customer interaction history across all channels.
add
Optimized Single-Screen Interface
Purpose-built UI designed for all banking and customer support needs.
add
Agent Workspace Layout Designer
Customizable interface to tailor the workspace to individual agent needs.
add
Direct Integration to Existing Banking Systems
Connects with core banking systems, databases, and billing platforms.
add
Built-in Softphone
Compact, integrated softphone UI for seamless call handling within the workspace.
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Automatic Call Distribution
Intelligently routes incoming calls to the most appropriate agent.
add
Email Integration
Enables agents to personalize and manage customer emails efficiently.
add
Seamless Multichannel Experience
Allows agents to switch between chat, email, voice, and social channels effortlessly.
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Unified Inbox
Provides multiple saved case views for better case tracking and management.
add
Smart workflow & case management
Optimizing case handling, routing, and access control to ensure efficient customer service operations.
Interaction Activity Tracker
Logs audit trails and key events for compliance and monitoring.
add
Single Sign-On (SSO)
Enables secure and simplified access across multiple banking applications.
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Quickly Reassign Multiple Cases
Allows efficient delegation of cases to relevant teams or members.
add
Access Monitoring
Ensures case assignments comply with access control and clearance policies.
add
SLA Setup
Enables service-level agreement tracking for timely case resolutions.
add
Smart Routing
Uses AI to prioritize and assign cases based on urgency and complexity.
add
Conditional Routing
Dynamically routes cases based on pre-defined conditions and agent expertise.
add
Smart workflow & case management
Optimizing case handling, routing, and access control to ensure efficient customer service operations.
Interaction Activity Tracker
Logs audit trails and key events for compliance and monitoring.
add
Single Sign-On (SSO)
Enables secure and simplified access across multiple banking applications.
add
Quickly Reassign Multiple Cases
Allows efficient delegation of cases to relevant teams or members.
add
Access Monitoring
Ensures case assignments comply with access control and clearance policies.
add
SLA Setup
Enables service-level agreement tracking for timely case resolutions.
add
Smart Routing
Uses AI to prioritize and assign cases based on urgency and complexity.
add
Conditional Routing
Dynamically routes cases based on pre-defined conditions and agent expertise.
add
Agent Assist
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
Copilot Task Completion
Automates repetitive tasks, allowing agents to focus on more complex interactions.
Scripted Guidance
Delivers step-by-step responses to ensure consistency in customer interactions.
Answer Engine
Consistent complaince with voice-based customer authentication.
Automated Verification
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
Enhanced self service portals
Generates concise conversation summaries for faster case resolution and documentation.
Auto Case Tracking and Logging
Ensures seamless documentation of all interactions for compliance and follow-up.
Automated evaluation and coaching
Quick code and tags allows agents to categorize and record interactions easily.
Real-time Conversation Transcription
Captures and transcribes conversations for reference and compliance.
360° Interaction Case Explorer Overview
Provides a complete view of customer interaction history across all channels.
Optimized Single-Screen Interface
Purpose-built UI designed for all banking and customer support needs.
Agent Workspace Layout Designer
Customizable interface to tailor the workspace to individual agent needs.
Direct Integration to Existing Banking Systems
Connects with core banking systems, databases, and billing platforms.
Built-in Softphone
Compact, integrated softphone UI for seamless call handling within the workspace.
Automatic Call Distribution
Intelligently routes incoming calls to the most appropriate agent.
Email Integration
Enables agents to personalize and manage customer emails efficiently.
Seamless Multichannel Experience
Allows agents to switch between chat, email, voice, and social channels effortlessly.
Unified Inbox
Provides multiple saved case views for better case tracking and management.
Interaction Activity Tracker
Logs audit trails and key events for compliance and monitoring.
Single Sign-On (SSO)
Enables secure and simplified access across multiple banking applications.
Quickly Reassign Multiple Cases
Allows efficient delegation of cases to relevant teams or members.
Access Monitoring
Ensures case assignments comply with access control and clearance policies.
SLA Setup
Enables service-level agreement tracking for timely case resolutions.
Smart Routing
Uses AI to prioritize and assign cases based on urgency and complexity.
Conditional Routing
Dynamically routes cases based on pre-defined conditions and agent expertise.
Agent Assist
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
Copilot Task Completion
Automates repetitive tasks, allowing agents to focus on more complex interactions.
Scripted Guidance
Delivers step-by-step responses to ensure consistency in customer interactions.
Answer Engine
Consistent complaince with voice-based customer authentication.
Automated Verification
Provides real-time AI-powered guidance to help agents handle customer queries efficiently.
Enhanced self service portals
Generates concise conversation summaries for faster case resolution and documentation.
Auto Case Tracking and Logging
Ensures seamless documentation of all interactions for compliance and follow-up.
Automated evaluation and coaching
Quick code and tags allows agents to categorize and record interactions easily.
Real-time Conversation Transcription
Captures and transcribes conversations for reference and compliance.
360° Interaction Case Explorer Overview
Provides a complete view of customer interaction history across all channels.
Optimized Single-Screen Interface
Purpose-built UI designed for all banking and customer support needs.
Agent Workspace Layout Designer
Customizable interface to tailor the workspace to individual agent needs.
Direct Integration to Existing Banking Systems
Connects with core banking systems, databases, and billing platforms.
Built-in Softphone
Compact, integrated softphone UI for seamless call handling within the workspace.
Automatic Call Distribution
Intelligently routes incoming calls to the most appropriate agent.
Email Integration
Enables agents to personalize and manage customer emails efficiently.
Seamless Multichannel Experience
Allows agents to switch between chat, email, voice, and social channels effortlessly.
Unified Inbox
Provides multiple saved case views for better case tracking and management.
Interaction Activity Tracker
Logs audit trails and key events for compliance and monitoring.
Single Sign-On (SSO)
Enables secure and simplified access across multiple banking applications.
Quickly Reassign Multiple Cases
Allows efficient delegation of cases to relevant teams or members.
Access Monitoring
Ensures case assignments comply with access control and clearance policies.
SLA Setup
Enables service-level agreement tracking for timely case resolutions.
Smart Routing
Uses AI to prioritize and assign cases based on urgency and complexity.
Conditional Routing
Dynamically routes cases based on pre-defined conditions and agent expertise.
Interaction Activity Tracker
Logs audit trails and key events for compliance and monitoring.
Single Sign-On (SSO)
Enables secure and simplified access across multiple banking applications.
Quickly Reassign Multiple Cases
Allows efficient delegation of cases to relevant teams or members.
Access Monitoring
Ensures case assignments comply with access control and clearance policies.
SLA Setup
Enables service-level agreement tracking for timely case resolutions.
Smart Routing
Uses AI to prioritize and assign cases based on urgency and complexity.
Conditional Routing
Dynamically routes cases based on pre-defined conditions and agent expertise.
One Unified Application
All your banking needs, one powerful platform
Omni-Channel Integration
Findesk unifies banking operations with omni-channel integration.
Unified Inbox
Consolidate all communications in a single view.
Customizable Case Views
Adapt case screens to fit your workflow.
Case Management & Process Automation
Pre-defined workflows for Efficiency
Step-by-Step Workflows
Ensure compliance and optimize AHT with guided task execution.
Automated Task Assignment
Route cases and tasks based on who can handle it most effeciently.
Pre-defined workflows for efficiency
Findesk automates processes to help agents complete tasks faster.
full vertical integration
Seamless customization for banking
Seamless customization for banking
Findesk integrates effortlessly, ensuring last-mile connectivity.
Pre-built banking connectors
Ready-made integrations with major banking platforms.
Adaptive user interface and logic
Customize workflows for your business.
seamless integration with core banking
Best-in-class turnkey integration with core banking
Plug & play integration
Integrate with core banking systems and deploy with zero disruption.
Secure data exchange
Ensure compliance standards with encrypted data flows.
Real-time synchronization
Keep customer data updated across platforms consistent
agent-assist
Precision guidance at every step
Knowledge base assist
Provides quick access to key information within your workspace.
Live recommendations
Live support provided using real-time transcription and speech analytics.
Utterance recommender
Suggests quick human-like responses in real-time to assist agents.
Guided flows
Step-by-step guidance for consistent and optimal policy adherence.
Comprehensive platform
The essentials for best-in-class customer service
Business Rules & SLA Management
Automate escalations and set service expectations.
Intelligent Unified Routing
Direct cases to the best-suited agent.
Granular Role-Based Access Control
Customize permissions by unit, team, or individual.
instant expertise, minimal training
Purpose-built intuitive UX
Banking-centric interface
Workspace tailored to enable and enhance banking customer support.
Minimal Training Required
Intuitive interfaces.
Optimized for Productivity
Reduce clicks and streamline navigation.
Customization
Make your workspace your own
Fully customizable user interface
Control the agent desktop interface down to the finest details.
Role-specific views
Customize agent desktops for team and user needs.
Scalable for any business
Completely modular and scalable from small business to enterprise.
security, intelligence, and specialization
Built on the foundation of SPICE
100% data security guaranteed
Your data is impossible to be stolen through Findesk security.
Special-Purpose INtelligence Network (SPINE)
Intelligent AI that understands banking embedded into every workflow.
Comprehensive platform
All-in-one powerful solution that enhances performance beyond any single point solution.
Scalable for enterprise
Modular platform adapts to fit the needs of your business perfectly
Compliance
Ensure compliance & accuracy
Compliance is built-in not bolt on
Monitoring and audit tools are built into agent desktop
Automation ensures adherence to company policies
PII data is collected by secure virtual assistants and kept 100% private.
Information is always up-to-date and reflects latest policy updates
Synchronizes any information updated on the platform in real time
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.
