Customer service, sales and debt collections for financial institutions.
Fit customer-facing workflows into your existing banking, lending and communications environment.
Discuss your requirementsA clear path through the work.
- 01
Select the operating need
- 02
Connect the right information
- 03
Validate deployment
- 04
Extend with control
See the work.
Know the next step.
Your institution retains its systems of record for financial transactions. Scope access, deployment and integrations with your technical team.
Plan the connectionsLocal operational accountability
Agreed access and reporting boundaries
A repeatable rollout approach
The modules behind the workflow.
Cloud PBX & Business Telephony
Use IP desk phones, mobile or web phones. GoDesk hosts and manages your PBX, with GoDesk SIP lines or your own SIP provider. Choose PBX only or add contact centre features.
View solutionWhatsApp, SMS, Email & Webchat
Handle WhatsApp, SMS, email, webchat and social messages alongside calls. Assign conversations to your team and see customer history in the same workspace.
View solutionReporting & Administration
Set up customer environments, user roles and module access. Review calls, agent activity, sales, tickets and collections through reports and dashboards.
View solutionLet’s work through your banks & financial services requirements.
Tell us which GoDesk products you need, how many people will use them and whether you are buying for your business or offering services to customers.