Overview
Consilium UAD - Login Screen
Consilium UAD - Login Screen
Consilium UAD - Agent Screen
Consilium UAD - Live Chat Translation
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.
Key Highlights
Unified omnichannel desktop for banking interactions across voice, chat, email, SMS, and messaging.
Integration with core banking systems and financial CRMs for instant access to customer and account information.
Banking-specific templates for customer onboarding, KYC verification, loan servicing, credit card support, and collections.
Role-based layouts for agents, relationship managers, collections teams, supervisors, and administrators.
Real-time supervisor monitoring, quality review, and coaching to ensure service quality and regulatory adherence.
Secure, compliance-ready architecture with granular access control, audit trails, and encryption aligned to banking standards.
Customizable widgets for balance inquiry workflows, case management, knowledge base, and fraud/escalation handling.
Scalable SaaS deployment for multi-branch, multi-region banking operations and hybrid/remote agent models.
Highlights
- Unified omnichannel desktop for banking interactions across voice, chat, email, SMS, and messaging
- Banking-specific templates for customer onboarding, KYC verification, loan servicing, credit card support, and collections.
- Secure, compliance-ready architecture with granular access control, audit trails, and encryption aligned to banking standards.
Details
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/12 months |
|---|---|---|
Consilium Unified Agent Desktop™ - Base Pricing | Pricing shown is base pricing and may vary based on your deployment, including the number of agents, contact center size, supported channels (voice, email, chat), CRM integrations, and other custom requirements. For an accurate quote tailored to your environment, please contact our sales team at sales-support@consiliuminc.com. | $15,000.00 |
Vendor refund policy
Refund eligibility and terms are subject to review, based on the reasons and subscription duration. For questions, please contact us at finance@consiliuminc.com .
Consilium reserves the right to review and approve or reject customer purchases, even after the transaction is completed on AWS Marketplace, based on internal policies, product feasibility, and other relevant factors.
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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 choose Consilium Unified Agent Desktop (UAD)™, you're getting more than an advanced omnichannel agent workspace - you're gaining a dedicated partner committed to your long-term success. Our comprehensive support ecosystem ensures smooth deployment, optimized performance, and continuous guidance throughout your journey.
24/7 Email Support Our expert support team is available around the clock via email. Whether you need troubleshooting assistance, guidance on configuration, or help with integration, you can reach us at support@consiliuminc.com . We aim to provide quick and effective resolutions to keep your operations running seamlessly.
Priority Phone Support For critical issues or urgent assistance, you can contact our priority support line for direct access to experienced specialists who understand your environment and business needs.
Comprehensive Support Portal Explore our support portal at <<www.consiliumsoftware.com > > to access in-depth product documentation, FAQs, how-to videos, and user guides. The portal also enables you to submit and track support tickets in real time, giving you full visibility into the resolution process.
Onboarding and Training New customers benefit from tailored onboarding and training sessions designed to align with your contact center's workflows. Our team assists with setup, configuration, and integration to help you maximize UAD's capabilities from omnichannel interaction handling to CRM synchronization right from day one.
At Consilium, we don't just support your technology - we support your success. Our dedicated team is here to empower your agents, supervisors, and administrators every step of the way.
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.