Talkdesk creates AI Agents for Financial Services to realize personalized banking at scale

Talkdesk, a global provider of artificial intelligence (AI)-powered customer experience (CX) technology, is introducing a new agentic AI solution—part of the Talkdesk Ascend AI platform—purpose-designed for banks and credit unions to deliver high-value, personalized services across the entire customer journey.

Talkdesk AI Agents for Financial Services is an out-of-the-box solution built on industry-specific AI models with deep integration into core banking, digital banking, and customer relationship management (CRM) platforms.

Talkdesk AI Agents for Financial Services can automate many of the most important and frequent customer and member inquiries, freeing human agent time to deal with more complex and critical issues.

Using agentic AI, Talkdesk AI Agents for Financial Services enables sophisticated conversational experiences that understand context, express empathy, autonomously analyze situations, make informed decisions, and take action to resolve requests.

Talkdesk AI Agents for Financial Services enables organizations to take their CX automation and digital strategies much further while providing the robust guardrails banks and credit unions need to remain compliant.

With agentic AI, consumers get 24/7 on-demand access to automated conversational agents to handle everyday tasks such as managing their deposits, servicing their loans, managing their cards, and scheduling appointments with financial advisors.

Talkdesk AI Agents for Financial Services easily adapt to customers’ language, tone, and preferred communication channels, showing empathy when needed (e.g., demonstrating empathy about a fraud concern or excitement about a new credit card offer) and giving customers much better control of their financial lives.

Talkdesk AI Agents for Financial Services can be deployed on top of any cloud-based or on-premises contact center.

From a single prompt, Talkdesk AI Agents for Financial Services can design a virtual agent, connect it to relevant sources of knowledge (including core banking systems such as Fiserv, Jack Henry and FIS; digital banking platforms such as Q2, Candescent, Alkami; and CRMs such as Salesforce and ServiceNow, websites, SharePoint, etc.), and rapidly deploy it after validation and testing. The AI agent dynamically determines the best action, retrieves relevant data, and adapts to real-time customer needs, delivering a personalized and tailored experience through their preferred channel.

“Talkdesk AI Agents for Financial Services differs from anything else on the market, delivering the most natural self-service experience without needing a human agent to be involved,” said Rahul Kumar, vice president and general manager of financial services and insurance at Talkdesk. “Integrating AI to support customers on their financial journey is a pivotal way for financial services institutions to attract, retain, and grow long-term relationships, but most AI solutions fall short because they require technical expertise, are one-size-fits-all, or are point solutions that can’t unify the customer experience. With AI Agents for Financial Services, we are revolutionizing how banks and credit unions can provide the high-value, personalized, and human-like self-service that customers want, easily, securely with proper guardrails, and at scale.”

For more information about this news, visit www.talkdesk.com.