Findesk - Customer Portal

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Create highly customized landing pages or pick one of our templates out of the box

Give customers a single, consistent hub for every service journey self-service, AI, or human without switching channels or repeating information.

Launch a support landing page hassle free by choosing one of the many choices of templates and themes

Building your landing page within Findesk provides you the tools to integrate with voice, digital self service channels or transfer to an advisor

chevron_left Unified Startpoint Customer Interaction Management Enhanced self-help Interaction Deflection Knowledge Base Client Concierge & IVR Live Chat No-Code Builder chevron_right

Unified Startpoint

Launch all self-service, AI, and human-assisted journeys from one portal, ensuring consistent experiences across products, channels, and lines of business.

Redirect users from self-service to live advisors or bots while preserving context and conversation history.

Connect the portal directly to banking cores systems, and workflows to enable real-time service actions.

Direct integration guides customers to preferred channels

Customer Interaction Management

Customers view their full history of emails, chats, calls, and self-service actions in one secure portal.

End users can track open requests, submitted forms, and service status updates without calling support.

Unified interaction timeline for cases that involve interactions on multiple platforms based on customer's preference

One convenient platform for all interactions

Enhanced self-help

Routine inquiries should be handled with the standard that reflects the brand. Enable self-service to tap into your recorded customer profile to provide tailored service.

Virtual assistants are trained on banking-specific products, terminology, and policies to provide accurate, compliant guidance across a wide range of service scenarios.

Customers can complete actions such as updates, disputes, and requests directly within the portal using secure integrations to backend systems.

Natural Language Processing powered knowledge search

Interaction Deflection

Routine service requests are automatically resolved through intelligent automation before reaching agents, reducing operational costs while maintaining a positive customer experience.

The platform continuously evaluates intent, complexity, and confidence signals to determine whether automation is sufficient or human assistance is required.

Deflection performance is measured across channels, and workflows are continuously refined using customer behavior analytics and outcome data.

Efficient, effective and personalized self service

Knowledge Base Client

The help center understands the meaning behind customer questions to surface the most relevant answers, even when exact terminology is not used.

Knowledge content is dynamically filtered based on product, journey stage, and user profile to ensure only approved, relevant information is displayed.

Virtual assistants handle routine and transactional requests around the clock without downtime or staffing constraints.

Natural language retrieval engine

Concierge & IVR

The concierge bot intelligently routes customers to specialist virtual assistants behind the scenes based on their intent, product, and service context.

Customers engage through voice IVR, web, and chat assistants that provide consistent self-service experiences across all digital and voice channels.

When escalation occurs, customer context and conversation history transfer automatically to the next assistant or advisor without interruption.

Multi-bot orchestration engine

Live Chat

Customers communicate with advisors through a secure live chat interface connected directly to their profile, history, and open service requests.

The system monitors conversation complexity and customer signals to automatically escalate from bots or self-service to a live advisor when required.

Advisors receive the full customer context, interaction history, and case details instantly, enabling faster, more accurate support.

Ensure real-time context and continuity

No-Code Builder

Admins visually design portal pages, workflows, navigation, and components using drag-and-drop tools—without development effort or external dependencies.

Apply enterprise branding, fonts, color palettes, layouts, and UI styles across all portal experiences from a centralized design interface.

Changes to layouts, branding, or workflows are deployed instantly across all channels without downtime or manual redeployment.

No-code experience engine

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.