Sold by: Consilium Software
Deployed on AWS
AI-powered intelligent agent desktop for banks and credit unions with pre-configured KYC, loan servicing, and collections workflows plus core banking integration.
Overview
Image
Consilium UAD - Login Screen
Image
Consilium UAD - Agent Screen
Image
Consilium UAD - Live Chat Translation
Consilium AI-Powered Intelligent Agent Desktop for Banking
Consilium Intelligent Agent Desktop (IAD) for Banking is a purpose-built, AI-powered omnichannel workspace designed exclusively for banks, NBFCs, credit unions, and financial service providers. Built by Consilium Software - a Singapore-based unified communications and contact center specialist with over 14 years of experience - IAD consolidates voice, chat, email, SMS, and messaging into a single intelligent interface so agents can handle inquiries about accounts, cards, loans, digital banking, fraud detection, and disputes while maintaining security and regulatory compliance.
AI-Driven Intelligence Throughout the Agent Experience
Consilium IAD embeds artificial intelligence across the agent workflow. AI-assisted agent guidance provides real-time recommendations during customer interactions, helping agents navigate complex banking scenarios such as fraud escalation and compliance inquiries. Predictive analytics surface next-best-action suggestions, while natural language processing powers intelligent routing and automated intent detection across all channels. Machine learning models continuously improve interaction outcomes by analyzing historical patterns in customer behavior and agent performance.
Why Choose Consilium IAD Over Horizontal Platforms
Unlike general-purpose contact center solutions adapted for financial services, Consilium IAD is architected from the ground up for banking workflows. Pre-configured templates for customer onboarding, KYC verification, loan servicing, credit card management, collections, regulatory reporting, and wealth advisory scheduling mean your team spends less time on customization and reaches production faster. Role-based layouts serve agents, relationship managers, collections teams, supervisors, and administrators with purpose-built views.
Core Banking and CRM Integration
IAD integrates with leading core banking platforms including Temenos Transact, Infosys Finacle, and Oracle FLEXCUBE, as well as financial CRMs such as Salesforce Financial Services Cloud. These connectors provide agents with instant access to customer profiles, account details, interaction history, and product holdings - enabling personalized conversations and reduced handling time without switching between systems.
Supervisor and Admin Capabilities
Supervisors gain real-time monitoring dashboards, AI-powered quality evaluation scorecards, and live coaching tools to maintain service levels and regulatory adherence. Administrators configure routing rules, granular access controls, audit trails, and performance reports for risk oversight and workforce planning.
Security and Compliance for Regulated Environments
Consilium IAD features a compliance-ready architecture with granular role-based access control, full audit trails, data encryption in transit and at rest, and secure authentication aligned to banking industry standards. The platform supports regulatory requirements for data residency, information security, and financial services compliance frameworks.
Key Capabilities
- AI-assisted agent guidance with real-time recommendations and next-best-action suggestions
- Unified omnichannel desktop for voice, chat, email, SMS, and messaging interactions
- Pre-built connectors for Temenos, Finacle, Oracle FLEXCUBE, and Salesforce FSC
- Banking-specific workflow templates for KYC, loan servicing, collections, fraud detection, and onboarding
- Predictive analytics and intelligent automation for improved first-call resolution
- Real-time supervisor monitoring, AI-powered quality review, and agent coaching
- Customizable widgets for balance inquiry, case management, knowledge base, and fraud escalation
- Scalable deployment for multi-branch, multi-region banking operations
Evaluation and Getting Started
Consilium offers a no-cost pilot program so your team can experience IAD in your banking environment before committing to a full deployment. The pilot includes configuration of your core banking connectors, sample workflow templates, and a limited agent group to validate the solution against your operational requirements.
Typical implementations move from kickoff to first live interactions within 4-6 weeks depending on integration complexity. Contact our team to schedule a personalized demo and discuss pilot scope tailored to your institution.
Prerequisites
- Active AWS account with Amazon Connect instance (for telephony integration)
- API access credentials for your core banking platform or CRM
- Minimum 10 named agent seats
- Supported browsers: Chrome, Edge, or Firefox (latest versions)
Highlights
- Purpose-built for banking with AI-powered workflow templates for KYC verification, customer onboarding, loan servicing, collections, fraud detection, and regulatory compliance - reducing implementation time to 4-6 weeks from kickoff to first live interactions. AI-assisted agent guidance delivers real-time recommendations and next-best-action suggestions during customer interactions, helping agents navigate complex banking scenarios with confidence.
- Pre-built connectors for Temenos Transact, Infosys Finacle, Oracle FLEXCUBE, and Salesforce Financial Services Cloud provide agents instant access to customer profiles, account details, and interaction history within a single unified interface - eliminating context switching between systems and enabling personalized conversations that reduce average handling time.
- Compliance-ready architecture with granular role-based access control, full audit trails, data encryption in transit and at rest, and secure authentication designed for regulated financial environments. Supports multi-branch, multi-region banking operations with consistent security posture across all deployment models including hybrid and remote agent teams.
Details
Sold by
Delivery method
Deployed on AWS
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. Request a private offer to receive a custom quote. Sign in to view any offers that have been extended to you.
Legal
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
When you subscribe to Consilium Intelligent Agent Desktop (IAD) for Banking, you gain a dedicated support partner committed to your long-term success.
24/7 Email Support Our expert support team is available around the clock via email at support@consiliuminc.com . Whether you need troubleshooting assistance, configuration guidance, or integration help, we provide timely resolutions to keep your operations running.
Priority Phone Support For critical issues or urgent assistance, contact our priority support line for direct access to experienced specialists who understand your banking environment and business needs.
Support Portal Access our support portal for product documentation, FAQs, how-to videos, and user guides. Submit and track support tickets in real time with full visibility into the resolution process.
Deployment Steps
- Subscribe and provision your tenant
- Configure SSO and role-based access
- Connect core banking API (Temenos, Finacle, or FLEXCUBE)
- Import agent roster and configure channel routing
- Activate AI-powered workflow templates
- Conduct UAT with pilot agent group
- Go live with full agent deployment
Steps 1-5 are Consilium-led with your IT team providing API credentials and access. Steps 6-7 are collaborative. Typical timeline is 4-6 weeks depending on integration complexity.
Training Role-based training sessions for agents, supervisors, and administrators ensure your team is productive from day one.
Refunds and Billing For billing inquiries or refund requests, contact support@consiliuminc.com with your subscription details.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Similar products
Consilium Unified Agent Desktop™, cloud-based agent desktop tailored for healthcare contact centers, enabling secure omnichannel patient engagement, EHR/PHR integration, and real-time supervision to improve care coordination and patient experience.
TrustPortal HyperDesktop is a no-code, GenAI-created fully featured, highly dynamic Agent Desktop for Amazon Connect, which can double the productivity of agents across all channels - even in the oldest, most complex IT environments lacking API's
TrustPortal HyperDesktop is a no-code, GenAI-created, fully featured and highly dynamic Agent Desktop for Amazon Connect, which can double the productivity of agents across all channels - even in the oldest, most complex IT environments with no API's
Consilium UniHub™ is a unified AI CX suite for Amazon Connect that delivers campaign management, CTI connectors, analytics, and omnichannel support for enterprise contact centers.
Customer reviews
No customer reviews yet
Be the first to review this product . We've partnered with PeerSpot to gather customer feedback. You can share your experience by writing or recording a review, or scheduling a call with a PeerSpot analyst.