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Talkdesk AI for Financial Services

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Talkdesk Customer Experience Automation (CXA) for Financial Services empowers firms of all sizes to deliver personalization at scale with unmatched efficiency. This complete portfolio of AI solutions provides self-service automation, employee assistance, and interaction analytics across the entire customer journey. Built specifically for financial services, the platform leverages pre-built integrations with core banking, digital banking, CRM, and other systems to unlock industry-specific employee workspaces, real-time customer insights, and intelligent task automation across front, middle, and back office workflows.