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Talkdesk helps financial services institutions reimagine the client experience.

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Banking Workspace Account Balance Conversations

A purpose-built CX solution for banks and credit unions.

Talkdesk Financial Services Experience Cloud™, powered by Customer Experience Automation (CXA), is an end-to-end contact center platform built for financial services. With pre-built integrations, pre-trained AI, workflow automation, and enterprise-grade security, CXA unifies data and communications to streamline operations, ensure compliance, and unlock smarter client experiences.

Key features.

Out-of-the-box Integrations

Integration with core banking systems, including Fiserv, Jack Henry, FIS, and CRMs, connect vital client data including account details and transactions for a holistic view.

Financial services agent workspace

A personalized interface allows agents to easily manage client or member interactions with a unified desktop.

Pre-built client and member workflows

Workflows leverage AI and integrations to automate processes and streamline account servicing, lending, and payments & collections.

Pre-trained virtual agents

Autonomously solve customer issues with a human-like experience powered by agentic AI that’s pre-trained to understand banking scenarios and handle them with empathy.

Customers love Talkdesk.

Rated 8.3 out of 10 based on 682 reviews and ratings onTrustRadius logo

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Talkdesk meets the needs of our customers, as it allows AI integration, as well as opening up lots of different types of channels for customers to receive communication from their customers.

Adam Tilston

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The reason for our company to purchase Talkdesk is because it is user- friendly. Everyone in the working environment can adapt easy without having the fear of not being able to use the system. API- first design for customization improve customer experience and achieve speed to results. The platform is designed to help businesses reach targets easy.

Zinhle Msibi

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The automated voicemail drop is fantastic as it saves time, and you don't have to leave the voicemail message yourself. Talkdesk also auto-populates the seller's name, making for a great customer experience as it's more personable when someone calls by your name.

Londeka Ndlovu

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It allows agents to receive evaluation scores of calls and tickets, which is great because agents are always up to date with the scores for the month.

Ayanda Mwandla

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We like Talkdesk's ability to assist our agents in helping out our customers. Also its ability to assist in QA duties and reporting to management.

Carlos Delgado Barcia

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Talkdesk has allowed us to grow and scale while offering more service options to our clients.

Christian Thurgood

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I am giving a 10/10 rating because Talkdesk is user-friendly and very easy to use for both agents and evaluators. It is easy to access, and it creates ongoing conversations and stores call recordings, which are things that are always needed at a later stage when one needs to go back on the call and find out what conversation was had with the customer.

Ntombifuthi Zimba

1 star2 star3 star4 star5 star

It has made an impeccable impact because it has saved me time. I do not have to go to management or to the quality assurance team to know my work progress and where I need to improve because everything is sent to Talkdesk. I can find previous call recordings on Talkdesk wherever I need to confirm the seller's details.

Sanelisiwe Radebe

Want a closer look at the first cloud contact center solution built to help financial services firms deliver better client experience?