Webinar One AI Agent vs. Whole Team – How One Agent Can Bring Big Changes. Tuesday, November 25th, 10:00 AM ET SIGN UP NOW 
Trusted by companies of all sizes
BoldDesk tackles the toughest Fintech support issues - from meeting strict regulations to protecting sensitive data.
Ensures compliance by automating workflows with custom rules for KYC, AML, and audit trails. AI-driven ticket prioritization helps teams address regulatory queries first, reducing risk of penalties.
With enterprise-grade encryption, role-based access, and secure API integrations, it protects sensitive financial data. AI-powered anomaly detection flags suspicious activities early, minimizing fraud exposure.
AI Copilot and knowledge base suggestions empower agents to handle technical queries on loans, investments, and digital wallets. Omnichannel support—email, chat, social—keeps customers connected in real time.
Delivers 24/7 self-service portals, instant AI responses, and automated actions like refunds or account updates. This ensures fast resolutions and a seamless digital experience, boosting customer trust.
Deliver exceptional customer experiences while meeting the highest standards of security and compliance. It is purpose-built for the fast-paced world of financial technology, empowering your support teams with tools that drive efficiency, trust, and innovation.
By combining AI Agents, AI Copilot, and AI Actions, BoldDesk helps Fintech companies stay compliant, secure, and customer-centric—without overwhelming support teams.
BoldDesk supports key Fintech use cases like peer-to-peer lending, mobile banking, and crypto platforms. Its AI-driven tools and secure workflows help teams resolve complex queries quickly and confidently.
It offers customizable compliance settings, audit-ready logs, and role-based access controls to meet KYC, AML, GDPR, and other regulatory requirements.
Yes. The platform uses enterprise-grade encryption, secure API integrations, and multi-factor authentication to protect customer and transaction data.
Absolutely. It supports real-time fraud alerts and anomaly detection through AI-powered workflows, helping you act before issues escalate.
Yes. It integrates with popular FinTech APIs for transactions, refunds, account updates, and CRM synchronization.
With omnichannel support, live chat, and self-service portals, the platform ensures fast, personalized, and compliant assistance across all customer touchpoints.
Yes. The mobile app enables agents to manage tickets, respond to customers, and receive fraud alerts on the go.
It provides real-time SLA monitoring and advanced analytics to optimize workflows, identify trends, and ensure compliance.
Definitely. It is designed to scale your business, supporting advanced automation, integrations, and compliance needs as you grow.
Keep your support team connected and productive anywhere, anytime with the BoldDesk mobile app.
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