Findesk virtual assistants are not generalist bots. Each one is a subject matter expert with deep training in banking products and services.
Secure, Sovereign,
AI-powered
Service Cloud for Banking
Everything you need to serve your clients in one pre-integrated suite.
Banking-Native
Zero Data Exposure
Data Sovereignty
Embedded Intelligence
Runs in your Data Center
See How Findesk Unlocks Operational Excellence
Don't Let Legacy Complexity Hold You Back.
Banks must modernize customer service while navigating decades of legacy systems and fragmented technology. Generic solutions only compound the complexity, so banks need a solution purpose-built for the realities of banking.
WHAT GENERIC PLATFORMS OFFER
Endless customization to make generic workflows fit banking operations.
Complex integration projects whenever systems, products, or channels change.
Separate point solutions for service workflows, knowledge, AI, and more.
Ongoing IT effort for maintenance.
Public Cloud deployment that can complicate data-control requirements.
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WHAT BANKS ACTUALLY NEED
Banking-ready workflows & controls from day one.
Flexible integration with existing core systems.
One connected platform that eliminates silos & manual workarounds.
Configuration & governance built for change — without a heavy IT lift.
Data sovereignty & control in the bank's own environment
THE FINDESK DIFFERENCE
Built for Banking. Not adapted for it.
Findesk is purpose-built for banking at every layer - from the knowledge and AI to the workflows, integrations, security, and enterprise architecture. It reimagines customer service around the way banking actually works.
Banking-Native
- Banking taxonomy, data & workflows.
- Readily integrates into Core Banking.
- Compliance/Governance built-in.
Special-Purpose Intelligence
- Intelligence that understands banking.
- Specialized agents ready to deploy.
- Agentic AI embedded into workflows.
On-Prem SaaS
- Cloud convenience + On-Prem privacy.
- Bring your own private cloud.
- No vendor lock-in.
One Integrated Platform
- One unified experience.
- Eliminates fragmented tools.
- Comprehensive, yet modular.
Sovereign AI
- AI that is grounded in your data.
- Fine-tune your models with full privacy.
- Control - Own and govern your AI.
Guaranteed Data Security
- No customer data stored.
- Data stays under your control.
- No exposure to data breaches.
FROM FRAGMENTED TO CONNECTED
FROM FRAGMENTED TO CONNECTED
A Complete Platform for Modern Client Service
Findesk brings the capabilities of client service together in one comprehensive platform, eliminating workflow fragmentation and integration complexity while giving teams more time to focus on clients.
UNIFIED ADVISOR PORTAL
INTELLIGENT ASSISTANTS
KNOWLEDGE
CONTACT CENTER
AI COPILOTS
UNIFIED ADVISOR PORTAL
INTELLIGENT ASSISTANTS
KNOWLEDGE
CONTACT CENTER
AI COPILOTS
An end-to-end Unified Advisor Portal purpose-built for
Banking
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Unified Advisor Platform
Findesk was created just for Banking. Every workflow, tool, and automation is designed and optimized for how real teams work.
Ready day one
Get started immediately out-of-the-box using preloaded templates designed specifically for banking operations.
Launch Banking-ready Intelligent Virtual Assistants from day one Learn More add
READY
SET
GO
Behind the scenes during every virtual assistant interaction, a specialized concierge connects customers in real-time to the virtual assistant best trained to resolve that request.
Every customer receives the best possible guidance and support, helping you deliver consistent service quality regardless of self-service or human assistance.
READY
Findesk preloaded virtual assistants are not generalist bots. Each one is a subject matter expert with training in banking products and services.
SET
Behind every interaction, Findesk seamlessly routes customers to the specialist assistant best trained to resolve their request. No escalation, no wait times, just seamless customer-assistant conversations.
GO
Every customer receives the best possible guidance and support, helping you deliver consistent service quality regardless of self-service or human assistance
Turn Institutional Knowledge into Advisor Expertise
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Unified Knowledge Hub
Unify your bank's collective expertise, tribal knowledge, policies and procedures, regulatory guidance into one intelligent knowledge hub.
Accelerate Advisor Proficiency
Unlock your bank's collective expertise for every new advisor, delivering contextual guidance when it matters and accelerating the journey from new hire to expert proficiency in weeks, not months.
Virtual Contact Center to engage with your clients
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Omnichannel Integration
Bring voice, email, chat, and self-service into a single customer journey with complete conversation history, intelligent routing, and a consistent experience at every touchpoint.
Quality Management
Automatically evaluate and track performance for 100% of interactions in real-time, and personalize coaching plans for those who need them.
Unified Inbox
Consolidate interactions from all channels into a single unified view. No more switching between multiple applications to track messages, emails and calls.
Speech analytics
Go beyond keywords with real-time sentiment analysis that uncovers customer emotion, highlights escalation risks, and helps improve interaction quality.
AI-powered Copilots
Turnkey Copilots
Unlock specialized copilots embedded into workflows to offload busywork.
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Now is the time to SPICE up
Now is the time to SPICE up
SECURE
Findesk will never store your data. Data that's not stored cannot be stolen.
SECURE
Findesk will never store your data. Data that's not stored cannot be stolen.
See how we guarantee Data Security
See how we guarantee
Data Security
Data Security
PURPOSE-BUILT
Banking-specialized "last mile" customization out-of-the-box.
PURPOSE-BUILT
Banking-specialized "last mile" customization out-of-the-box.
See how we guarantee
Operational Excellence
Operational Excellence
See how we guarantee
Operational Excellence
Operational Excellence
INTELLIGENT
Precision guidance and automation infused into every workflow and process.
INTELLIGENT
Precision guidance and automation infused into every workflow and process.
See how we guarantee Efficiency
See how we guarantee
Efficiency
Efficiency
COMPREHENSIVE
Use a unified suite of applications working seamlessly to delight your customers.
COMPREHENSIVE
Use a unified suite of applications working seamlessly to delight your customers.
See how we guarantee Agility
See how we guarantee
Agility
Agility
ENTERPRISE-READY
Manage your enterprise with beautiful simplicity, without complexity.
ENTERPRISE-READY
Manage your enterprise with beautiful simplicity, without complexity.
See how we guarantee Simplicity
See how we guarantee
Simplicity
Simplicity
Frequently Asked Questions
No, Findesk does not replace your existing core banking systems. Findesk works with your existing core banking systems to optimize customer support operations by integrating functionality, data and workflows from silos and fragmented core systems. Findesk allows you to mix and match multiple core systems with ease, causing zero disruption to your existing integrations.
With Findesk, your data stays fully within your network. Findesk is the world's only CRM built specifically to not store your customer data.
No. Findesk integrates modularly with what you already have - you can add new capabilities incrementally without disrupting existing operations.
