Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Talkdesk® is leading a new era in customer experience with Customer Experience Automation (CXA)—a new category and platform designed to automate the full complexity of modern customer journeys. CXA replaces fragmented, manual workflows with multi-agent orchestration that drives speed, precision, and efficiency. Powered by the Talkdesk Data Cloud, AI agents act with real-time context to resolve issues and improve over time. Talkdesk helps organizations lower costs, improve outcomes, and modernize service—without a full rip-and-replace.

How they describe their product/innovation: Talkdesk’s AI-powered “digital investigator” treats every interaction as a case to solve. Using multi-agent orchestration and direct integration with the financial core, Autopilot resolves simple requests, investigates complex inquiries with real-time data, and brings in human experts when needed. The result is a seamless hybrid workforce delivering faster resolutions and more personalized service.

Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Marguerite Baker (Sr Field & Partner Marketing Manager), [email protected]