Talkdesk has launched a new generation of AI agents built specifically for banks and credit unions to provide faster, smarter, and more secure customer service, delivered at scale.
The AI agents use advanced technology to understand customer context, respond with empathy, and resolve tasks without human involvement. Customers can now get real support at any hour, whether checking deposits, managing loans, resolving card issues, or booking appointments.
From prompt to deployment in minutes
Talkdesk AI Agents integrate with core banking platforms like Fiserv, Jack Henry, and FIS, as well as digital banking platforms like Q2 and CRMs including Salesforce and ServiceNow. As a result, banks and credit unions can deploy intelligent, customised virtual agents with a simple natural-language prompt and no technical expertise required.
With a single instruction like “Help customers with loan refinance options, respond politely, access loan data via Fiserv, and escalate complex requests,” Talkdesk AI builds and configures a working agent. It connects to the right systems, responds in the customer’s language, follows compliance rules, and adapts to the situation in real time.
Rahul Kumar, vice president and general manager of financial services and insurance at Talkdesk, said: “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.”
Results that speak for themselves
Collins Community Credit Union used Talkdesk AI to handle over 50,000 calls per year through self-service, and nearly 90% of these calls were resolved without human assistance. Municipal Credit Union achieved a 64% automation rate for inbound voice call tasks, allowing human agents to focus on high-value conversations.
Talkdesk AI Agents for Financial Services are part of the broader Talkdesk Ascend AI platform, an end-to-end solution helping financial institutions modernise their customer experience while staying compliant and cost-effective. Talkdesk also offers tailor-made AI agents for the retail and healthcare industries.