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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™ for Banking is an end-to-end contact center solution that’s connected, intelligent, and secure. With out-of-the-box integrations and workflows, and state-of-the-art encryption — all powered by Talkdesk AI — banks can unlock the promise and potential of a great client experience.

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 GenAI that’s pre-trained to understand banking scenarios and handle them with empathy.

Customers love Talkdesk.

Rated 7.9 out of 10 based on 666 reviews and ratings onTrustRadius logo

1 star2 star3 star4 star5 star

Talkdesk has really helped with making work simpler and easier to complete, not only am I happy with how it assists me with getting my work completed in an orderly form but I am able to provide fast and sufficient service to my customers which will result in a better work avenue.

Siphelele Nxumalo

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It is easy to use, it works as a great source of communication between agents and customers. It has features that are straight to the point and are easily remembered.

Andile Nxumalo

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In my organization, we used Talkdesk as an auto-dialer and reporting system. It's used to make and take customer calls and to report productivity and quality management. It allows easy access to quick live and historical data, allowing us to monitor and track organizational performance.

Sakhephi Sokhela

1 star2 star3 star4 star5 star

I can schedule callbacks and rep up a call by adding a summary of what I and the customer spoke about. It is one of the best communication and telephonic tools for a workplace. As an employee, I can also check my progress when being coached about my work performance. The Talkdesk also records calls.

Nokwazi Mavundla

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Talkdesk is helpful because we use it to receive calls in our BPO. Not only do we track live ques and statuses from agents, but we also receive feedback from our assessors through the talk desk as well as coaching, and it also stores customer contact data; I can track all my calls, and It records all the calls so we can come back to review them. You can also listen live and track your daily productivity.

Nontobeko Mkhize

1 star2 star3 star4 star5 star

Talkdesk is very useful in many ways. It helps improve our selling points, rectify mistakes, you know where you lack and can see your markings and ratings, give surveys to upskill us, and make sure our job is done correctly

Nokuzola Vilakazi

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Talkdesk is efficient and provides value in live reporting whilst storing historic data which can be used to plan effectively and analyse data where needed

Keith Rambharose

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Talkdesk has been phenomenal in terms of efficiency, reliability, and making sure to update any slagging that we might face with the platform.

Sam Radebe

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