Financial Services Experience Cloud for Banking: Overview

Talkdesk Financial Services Experience Cloud™ for Banking is an end-to-end, purpose-built solution for financial institutions. With comprehensive banking-specific capabilities in place, agents are equipped with the tools they need to handle requests, providing personalized and targeted services for banking clients who are also empowered with self-service tools. This is how banks can become more user-centric, securing a well-rounded journey for their clients.

Note: Setup and enablement are conducted by Talkdesk. Please reach out to us if you wish to use this product.

Main Capabilities

Financial Services Experience Cloud™ for Banking includes a bundle of different sub-products featuring efficient tools for agents and self-service solutions for clients.

Banking Workspace

Banking Workspace offers a consistent experience for agents to interact with clients. The back of the integrated core banking system provides agents with key information about the client, such as account information, recent transactions, as well as past due and upcoming payments.

For more information, see Using Banking Workspace.

Banking Connector

Banking Connector integrates the core systems of financial institutions, thus providing the client data needed to power Banking Workspace, Visual IVR, Virtual Agents, and Payments and Collections Reminders. For more information, see the Banking Connector article.

Payments and Collections Reminders

This feature can be used to send proactive, customized SMS messages to clients on a predefined date, serving as an effective way to remind them of payments and collections. Secure links can be included in the SMS messages, allowing clients to make payments directly. For more information, see Payments and Collections Reminders.


Related articles

Configuring Banking Workspace

Banking Connector

Using Banking Workspace

All Articles ""
Please sign in to submit a request.