Overview

Consilium Unified Agent Desktop™, cloud-based agent desktop built for banking contact centers, enabling secure omnichannel customer service, core banking/CRM integration, and real-time supervision to improve efficiency, compliance, and customer experience. UAD is compliant with SOC 2 Type 2, GDPR, ISO 27001, and ISO 9001.

Consilium Unified Agent Desktop for Banking

Consilium Unified Agent Desktop™ for Banking is a cloud-based, omnichannel workspace designed for banks, NBFCs, credit unions, and financial service providers. It consolidates voice, chat, email, SMS, and messaging into a single unified interface so agents can efficiently handle customer queries about accounts, cards, loans, digital banking, and disputes while maintaining strong security and regulatory compliance.
The solution integrates with core banking platforms and financial CRMs to provide instant access to customer profiles, account details, interaction history, and product holdings, enabling agents to personalize every conversation and reduce handling time. Role-based workspaces and banking-specific templates help agents support use cases such as customer onboarding, KYC verification, loan servicing, credit card management, collections, and wealth advisory scheduling.
Supervisors gain real-time monitoring, quality evaluation, and coaching tools to maintain service levels and compliance with internal policies and industry regulations. Administrators can configure routing rules, access controls, and reports for performance tracking, risk oversight, and workforce planning. With a scalable, SaaS-based architecture, Consilium UAD for Banking supports multi-branch networks, centralized hubs, and remote or outsourced teams while delivering a consistent, secure customer experience across every channel.

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