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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 8.1 out of 10 based on 613 reviews and ratings onTrustRadius logo

1 star2 star3 star4 star5 star

Talkdesk has been a great phone platform for our customer support team. The third-party integration has made it easy for agents to launch calls from a customer ticket, log their call notes and have them carry over between ticketing and accounting programs. Good solution for businesses relying on a call queue system.

Nick Gordon

1 star2 star3 star4 star5 star

We have been using it for the last 2 years, and so far, the overall experience is great. The interface is smooth and easily integrated with Chrome, which we widely use in our company.

Aanvik Modi

1 star2 star3 star4 star5 star

Talkdesk is well suited for any industry that is looking track, customize, and increase efficiency in any call center setting.

Jeremy Dotson

1 star2 star3 star4 star5 star

UI and overall product is simple to use and is effective at accomplishing the goals of the company

Vasilios Christides

1 star2 star3 star4 star5 star

For customer outreach, quality assurance is important and call quality is excellent.

Tamara S

1 star2 star3 star4 star5 star

It helped us in retaining existing SIP Numbers, Integrating with internal AWS Storage, Integrating with reporting solution, Debugging call and call flows.

Dineshkumar Kharabe

1 star2 star3 star4 star5 star

Integrates well with Salesforce.

Zachary Metzger

1 star2 star3 star4 star5 star

Talkdesk offers a very great product at a very competitive price. While the other products had several things, Talkdesk gives you the ability to use what the business needs at the time instead of giving everything at once at a higher price.

Nordia Anaje

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