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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

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