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.
Augment your communication with multi-channel workflows
Organize and manage all customer interactions agnostic of any channels
Banking-native tools built-in & just one click away
Findesk workspace has been optimized for maximum efficiency as well as functionality.
Findesk powered security & compliance streamlined
Leverage Findesk platform powered security to secure customer data and improve interactions
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.
add
Conditional Routing
Dynamically routes cases based on pre-defined conditions and agent expertise.
add
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.
add
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.
add
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.
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
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.
Unified Omnichannel Command
Deliver Seamless, Contextual Journeys
True Omnichannel Experience
Engage customers fluidly across all digital and voice channels.
Seamless Channel Switching
Equip agents with a complete customer view across every touchpoint.
Full Customer Context Access
Provide agents comprehensive data for truly personalized service.
Intelligent Routing & Automation
Optimize Workflows with Smart Distribution
Inbound & Outbound ACD
Efficiently manage all call distribution automatically, reducing agent effort.
Skills-Based Routing
Accelerate resolution by matching inquiries to agents with specific expertise.
Smart Queue Management
Prioritize queues intelligently to minimize customer wait times significantly.
Reduced Escalations
Smart routing minimizes transfers and busywork, improving agent focus.
Effortless Automation & Policy Design
Effortless Automation & Policy Design
Intuitive No-Code Flow Designer
Tailor rules easily for different teams, products, or segments.
Intelligent Chatbot Deflection
Deploy powerful chatbots to handle common customer inquiries instantly 24/7.
24/7 Automation Capabilities
Extend support availability around the clock through smart automation.
Advanced Communication Channels
Crystal-Clear Voice & Collaboration
Uninterrupted Voice/Video
Experience high-quality, stable communications for all critical banking interactions.
Rich Collaboration Tools
Utilize video conferencing, screen sharing, and in-call text chat seamlessly.
Compact, Functional Softphone
Manage calls effectively with a feature-rich, yet streamlined user interface.
Streamlined Digital Engagement
Streamlined Digital Engagement
Automated Email Routing & Ticketing
Efficiently manage inbound/outbound emails and track issues automatically.
Custom/Prebuilt Email Templates
Ensure brand consistency and speed up responses with flexible options.
Web & Mobile Live Chat
Offer immediate, real-time support directly on your digital platforms.
Built-in Agent Assist Chat
Provide AI-powered guidance directly within the agent's chat interface.
Secure, Banking-Focused Platform
Purpose-Built for Banking Trust
Deep Banking-native Design
Utilize AI and workflows inherently understanding unique financial contexts.
Security & Compliance Focused
Operate confidently with architecture built for stringent banking regulations.
Private-SaaS Deployment Advantage
Gain cloud agility while maintaining strict control over sensitive data.
Enterprise-Ready & Scalable
Built to handle the demanding volume and complexity of modern banking.
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.