financial services
Automate high-volume servicing calls without weakening risk controls.
Reduce inbound pressure, protect SLA performance, and keep operations stable during fraud spikes, payment cycles, and digital channel incidents.
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Listen to Demo
Listen to Demo
trusted by GLOBAL ENTERPRISES
Intent example 1
"My card is blocked or suspicious transaction"
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Intent example 2
"Dispute a charge / chargeback status"
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Intent example 3
"Balance, payments, or account details"
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Intent example 1
"My card is blocked or suspicious transaction"
Try Demo
Intent example 2
"Dispute a charge / chargeback status"
Try Demo
Intent example 3
"Balance, payments, or account details"
Try Demo
Intent example 1
"My card is blocked or suspicious transaction"
Try Demo
Intent example 2
"Dispute a charge / chargeback status"
Try Demo
Intent example 3
"Balance, payments, or account details"
Try Demo
Calldesk AI Agents for Financial Services
Our agents hold real conversations, complete real tasks, and give accurate answers based on your data. They fit naturally into your workflows and scale with your operation from day one.
“The challenge we set to ourselves, with the team, was to succeed in gaining agility to go as fast as calldesk did.”
Wilfried Briand, CNP Assurances
Director of Digital Transformation Programs
“The challenge we set to ourselves, with the team, was to succeed in gaining agility to go as fast as calldesk did.”
Wilfried Briand, CNP Assurances
Director of Digital Transformation Programs
“The challenge we set to ourselves, with the team, was to succeed in gaining agility to go as fast as calldesk did.”
Wilfried Briand, CNP Assurances
Director of Digital Transformation Programs
Calldesk for
Financial Services
Frontline Orchestration
Automated Resolution
Ticket Creation & Email Handoff
Agent Transfer with Summary
Identification & Context
Calldesk resolves the caller to the right customer and product context in the first seconds (via caller ID or a quick identifier), then pulls the matching record from your servicing stack. Any escalation includes the right references (customer, account/card, case) so agents don’t restart the interaction.
Re-route calls in Calldesk
Carl Jr.
Call Event
Jullie
Call Agent
Emma R.
Call Event
Martin
Call Agent
Tom G.
Call Event
Emma
Call Agent
Qualification & Routing
With context in view, Calldesk detects intent and urgency and routes to the right workflow or specialist queue. It separates routine servicing (payments, statements, card usage) from high-priority cases (blocked card, suspicious activity, disputes) and escalates only exceptions with a structured summary.
Hi Dan!
Verify your identity with one of the available authentication options
Frontline Orchestration
Automated Resolution
Ticket Creation & Email Handoff
Agent Transfer with Summary
Identification & Context
Calldesk resolves the caller to the right customer and product context in the first seconds (via caller ID or a quick identifier), then pulls the matching record from your servicing stack. Any escalation includes the right references (customer, account/card, case) so agents don’t restart the interaction.
Re-route calls in Calldesk
Carl Jr.
Call Event
Jullie
Call Agent
Emma R.
Call Event
Martin
Call Agent
Tom G.
Call Event
Emma
Call Agent
Qualification & Routing
With context in view, Calldesk detects intent and urgency and routes to the right workflow or specialist queue. It separates routine servicing (payments, statements, card usage) from high-priority cases (blocked card, suspicious activity, disputes) and escalates only exceptions with a structured summary.
Hi Dan!
Verify your identity with one of the available authentication options
Frontline Orchestration
Automated Resolution
Ticket Creation & Email Handoff
Agent Transfer with Summary
Identification & Context
Calldesk resolves the caller to the right customer and product context in the first seconds (via caller ID or a quick identifier), then pulls the matching record from your servicing stack. Any escalation includes the right references (customer, account/card, case) so agents don’t restart the interaction.
Re-route calls in Calldesk
Carl Jr.
Call Event
Jullie
Call Agent
Emma R.
Call Event
Martin
Call Agent
Tom G.
Call Event
Emma
Call Agent
Qualification & Routing
With context in view, Calldesk detects intent and urgency and routes to the right workflow or specialist queue. It separates routine servicing (payments, statements, card usage) from high-priority cases (blocked card, suspicious activity, disputes) and escalates only exceptions with a structured summary.
Hi Dan!
Verify your identity with one of the available authentication options
Stability & Resilience
Keep fraud and card-loss lines reachable during spikes
When fraud alerts or dispute volumes surge, Calldesk qualifies callers immediately and routes only relevant cases to specialist queues. Routine servicing is handled separately, so high-risk teams don’t get buried by noise.
Compliance-consistent answers with intent-level visibility
Use an approved knowledge base and controlled flows for regulated wording and required disclosures, then measure outcomes by intent (fraud, dispute, payments, access). You get clean auditability plus clear reporting on what is contained, escalated, and why.
Absorb digital channel incidents without a call storm
During digital channel incidents (login issues, card controls, payment failures), Calldesk absorbs the surge with consistent scripts and controlled escalation paths. Customers get immediate guidance, and agents receive only the cases that require human judgment.
Stability & Resilience
Concevoir & Intégrer
Le Studio Calldesk s’appuie sur une technologie no‑code pour créer des agents IA alignés sur vos exigences métier. Ces agents peuvent qualifier les appels entrants, identifier les appelants, répondre aux FAQ , orienter les appels, créer des tickets, et bien plus. Ils tirent parti des données issues de vos environnements existants — CRM, ERP, plateformes de service client, etc. — pour offrir une expérience contextualisée et efficace.
Modéliser & Évaluer
Testez vos agents IA dans des scénarios réels avant le lancement :
Assurance qualité de niveau enterprise : validation de la sécurité et du ton de votre marque avant le déploiement en production.
Tests à grande échelle : simulation de tous les parcours de conversation avant chaque déploiement.
Analyse proactive : détection des écarts de performance par rapport à l'attendu et suggestion d'améliorations.
Déployer & Monter en charge
Reposant sur AWS Europe, l’architecture SaaS de Calldesk, élue architecture AWS de l'année, assure la résilience, la sécurité et la scalabilité des callbots déployés.
Support omnicanal : service fluide sur voix, chat et e-mail.
Mises à jour sans interruption : déployez des changements sans perturber le service client.
Infrastructure scalable : gérez la montée en volume avec une fiabilité de niveau enterprise.
Superviser & Améliorer
Suivez les métriques clés (taux de qualification, taux de résolution, taux de transfert, etc.) depuis le tableau de bord Calldesk et optimisez vos agents IA en continu.
Metrics en temps réel : temps de traitement, comportement de l’IA, disponibilité…rafraîchi en permanence.
Analyse des conversations : exploitez les transcripts pour affiner réponses et workflows.
Insights actionnables : identifiez les tendances et implémentez des améliorations grâce aux suggestions de l'IA.
Stability & Resilience
Keep fraud and card-loss lines reachable during spikes
When fraud alerts or dispute volumes surge, Calldesk qualifies callers immediately and routes only relevant cases to specialist queues. Routine servicing is handled separately, so high-risk teams don’t get buried by noise.
Compliance-consistent answers with intent-level visibility
Use an approved knowledge base and controlled flows for regulated wording and required disclosures, then measure outcomes by intent (fraud, dispute, payments, access). You get clean auditability plus clear reporting on what is contained, escalated, and why.
Absorb digital channel incidents without a call storm
During digital channel incidents (login issues, card controls, payment failures), Calldesk absorbs the surge with consistent scripts and controlled escalation paths. Customers get immediate guidance, and agents receive only the cases that require human judgment.
Operational Impact
Reduce live-agent minutes on high-frequency servicing
Calldesk resolves the repeatable work end-to-end: balance/due date questions, statement delivery, account info requests, basic card controls, and routine payment queries. That shifts capacity back to disputes, fraud, and retention-risk conversations.
Fewer transfers and faster resolution on escalations
When a human is needed, Calldesk transfers or tickets with a structured summary: verified identity, intent, relevant account references, and key transaction details. Agents stop restarting the conversation and handle time becomes more predictable.
Compliance-consistent answers, every time
Calldesk uses an approved knowledge base and controlled flows for regulated wording and required disclosures. This reduces variation across sites and shifts while keeping customer journeys clean and auditable.
Operational Impact
Concevoir & Intégrer
Le Studio Calldesk s’appuie sur une technologie no‑code pour créer des agents IA alignés sur vos exigences métier. Ces agents peuvent qualifier les appels entrants, identifier les appelants, répondre aux FAQ , orienter les appels, créer des tickets, et bien plus. Ils tirent parti des données issues de vos environnements existants — CRM, ERP, plateformes de service client, etc. — pour offrir une expérience contextualisée et efficace.
Modéliser & Évaluer
Testez vos agents IA dans des scénarios réels avant le lancement :
Assurance qualité de niveau enterprise : validation de la sécurité et du ton de votre marque avant le déploiement en production.
Tests à grande échelle : simulation de tous les parcours de conversation avant chaque déploiement.
Analyse proactive : détection des écarts de performance par rapport à l'attendu et suggestion d'améliorations.
Déployer & Monter en charge
Reposant sur AWS Europe, l’architecture SaaS de Calldesk, élue architecture AWS de l'année, assure la résilience, la sécurité et la scalabilité des callbots déployés.
Support omnicanal : service fluide sur voix, chat et e-mail.
Mises à jour sans interruption : déployez des changements sans perturber le service client.
Infrastructure scalable : gérez la montée en volume avec une fiabilité de niveau enterprise.
Superviser & Améliorer
Suivez les métriques clés (taux de qualification, taux de résolution, taux de transfert, etc.) depuis le tableau de bord Calldesk et optimisez vos agents IA en continu.
Metrics en temps réel : temps de traitement, comportement de l’IA, disponibilité…rafraîchi en permanence.
Analyse des conversations : exploitez les transcripts pour affiner réponses et workflows.
Insights actionnables : identifiez les tendances et implémentez des améliorations grâce aux suggestions de l'IA.
Operational Impact
Reduce live-agent minutes on high-frequency servicing
Calldesk resolves the repeatable work end-to-end: balance/due date questions, statement delivery, account info requests, basic card controls, and routine payment queries. That shifts capacity back to disputes, fraud, and retention-risk conversations.
Fewer transfers and faster resolution on escalations
When a human is needed, Calldesk transfers or tickets with a structured summary: verified identity, intent, relevant account references, and key transaction details. Agents stop restarting the conversation and handle time becomes more predictable.
Compliance-consistent answers, every time
Calldesk uses an approved knowledge base and controlled flows for regulated wording and required disclosures. This reduces variation across sites and shifts while keeping customer journeys clean and auditable.
Implementation without disruption
Works with your existing stack
Connects seamlessly to your current IVR, CRM, billing, and provisioning systems with no required major changes.
Fast, low-risk deployment
Begin with a focused scope, move to live service in weeks, and grow safely at your own pace.
Enterprise-grade security & reliability
Designed to meet financial services requirements for security, compliance, and large-scale operational reliability.
Implementation without disruption
Concevoir & Intégrer
Le Studio Calldesk s’appuie sur une technologie no‑code pour créer des agents IA alignés sur vos exigences métier. Ces agents peuvent qualifier les appels entrants, identifier les appelants, répondre aux FAQ , orienter les appels, créer des tickets, et bien plus. Ils tirent parti des données issues de vos environnements existants — CRM, ERP, plateformes de service client, etc. — pour offrir une expérience contextualisée et efficace.
Modéliser & Évaluer
Testez vos agents IA dans des scénarios réels avant le lancement :
Assurance qualité de niveau enterprise : validation de la sécurité et du ton de votre marque avant le déploiement en production.
Tests à grande échelle : simulation de tous les parcours de conversation avant chaque déploiement.
Analyse proactive : détection des écarts de performance par rapport à l'attendu et suggestion d'améliorations.
Déployer & Monter en charge
Reposant sur AWS Europe, l’architecture SaaS de Calldesk, élue architecture AWS de l'année, assure la résilience, la sécurité et la scalabilité des callbots déployés.
Support omnicanal : service fluide sur voix, chat et e-mail.
Mises à jour sans interruption : déployez des changements sans perturber le service client.
Infrastructure scalable : gérez la montée en volume avec une fiabilité de niveau enterprise.
Superviser & Améliorer
Suivez les métriques clés (taux de qualification, taux de résolution, taux de transfert, etc.) depuis le tableau de bord Calldesk et optimisez vos agents IA en continu.
Metrics en temps réel : temps de traitement, comportement de l’IA, disponibilité…rafraîchi en permanence.
Analyse des conversations : exploitez les transcripts pour affiner réponses et workflows.
Insights actionnables : identifiez les tendances et implémentez des améliorations grâce aux suggestions de l'IA.
Implementation without disruption
Works with your existing stack
Connects seamlessly to your current IVR, CRM, billing, and provisioning systems with no required major changes.
Fast, low-risk deployment
Begin with a focused scope, move to live service in weeks, and grow safely at your own pace.
Enterprise-grade security & reliability
Designed to meet financial services requirements for security, compliance, and large-scale operational reliability.
Calculate the ROI of using AI Agents
Calculate the ROI of using AI Agents
Calculate the ROI of using AI Agents
Do you have in-house agents?
How many calls per year do they handle?
What is their cost per call?
Do you have outsourced agents?
How many calls per year do they handle?
What is their cost per call?
Total calls per year
Call center costs per year today
In-house agents
Outsourced agents
Call center costs per year with Calldesk
Callbot
In-house agents
Outsourced agents
Savings per year
Costs reduction per year
Callbot project ROI
Do you have in-house agents?
How many calls per year do they handle?
What is their cost per call?
Do you have outsourced agents?
How many calls per year do they handle?
What is their cost per call?
Total calls per year
Call center costs per year today
In-house agents
Outsourced agents
Call center costs per year with Calldesk
Callbot
In-house agents
Outsourced agents
Savings per year
Costs reduction per year
Callbot project ROI
Do you have in-house agents?
How many calls per year do they handle?
What is their cost per call?
Do you have outsourced agents?
How many calls per year do they handle?
What is their cost per call?
Total calls per year
Call center costs per year today
In-house agents
Outsourced agents
Call center costs per year with Calldesk
Callbot
In-house agents
Outsourced agents
Savings per year
Costs reduction per year
Callbot project ROI
From pilot to live in 4 weeks
Vous avez besoin de données solides avant d’automatiser; Calldesk vous les fournit.
At every stage, we work alongside your team.
Bringing not just the tech, but the know-how to make it work in your organization.
At every stage, we work alongside your team.
Bringing not just the tech, but the know-how to make it work in your organization.
At every stage, we work alongside your team.
Bringing not just the tech, but the know-how to make it work in your organization.