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    Consilium Unified Agent Desktop™ for Banking

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    Deployed on AWS
    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.

    Overview

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    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

    Delivery method

    Deployed on AWS
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    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.
    Financing for AWS Marketplace purchases

    Pricing

    Consilium Unified Agent Desktop™ for Banking

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    Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
    Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator  to estimate your infrastructure costs.

    12-month contract (1)

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    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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    Legal

    Vendor terms and conditions

    Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .

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    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.

    Usage information

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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.

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