Senior CX Manager

Talkdesk named a Leader in two 2026 IDC MarketScape Vendor Assessments. * 1 hr ago IDC MarketScape: Worldwide Agentic Contact Center as a Service Platforms 2026 Vendor Assessment This IDC MarketScape evaluated technology providers that offer traditional CCaaS capabilities with autonomous AI agents that understand customer intent, retrieve information across disconnected systems, make independent decisions within defined guardrails, and execute end-to-end service workflows without human intervention. Talkdesk delivers these capabilities through Talkdesk CX Cloud and the Talkdesk Customer Experience Automation (CXA) platform. According to the IDC MarketScape, "Talkdesk is a strong fit for midmarket and enterprise organizations in financial services, healthcare, retail, and government that want a flexible, cloud-native contact center platform with deep security and compliance certifications and are interested in shifting toward multiagent AI automation of full customer journeys. It particularly suits buyers looking for vertical-specific AI workflows rather than generic, horizontal automation." The IDC MarketScape also notes "a well-defined, forward-looking three-to-five-year R&D strategy aligned to industry trends, giving Talkdesk a credible innovation narrative for buyers evaluating long-term platform viability." IDC MarketScape: Worldwide Insurance Customer Experience Platforms 2026 Vendor Assessment This IDC MarketScape evaluated leading customer experience platform vendors serving the insurance industry, assessing their capabilities, strategies, and fit for a range of insurance use cases. Talkdesk was assessed based on Talkdesk Financial Services Experience Cloud for Insurance - a purpose-built platform designed to address the specific CX and operational needs of property and casualty, life, and specialty insurance lines. According to the IDC MarketScape, "Talkdesk's agentic AI and automation capabilities are deeply embedded in the platform, supporting not only customer-facing workflows like first notice of loss (FNOL), claims, policy servicing, and billing, but also employee-facing processes such as after-call work and knowledge management." The IDC MarketScape also notes, "The company's ability to orchestrate complex insurance journeys, support a hybrid workforce, and deliver both self-service and agent-assisted experiences positions it as a strategic partner for insurers seeking to modernize CX and drive both growth and operational efficiency." Supporting quote "We've long invested in both AI and deep vertical specialization, because we believe technology is only effective when it aligns with how an organization actually operates," said Tiago Paiva, chief executive officer and founder at Talkdesk. "As the role of AI in customer experience continues to evolve, we're focused on making that technology more capable, more contextual, and more useful to the businesses that rely on it." About Talkdesk Talkdesk(R) automates the world's most complex customer journeys. By resolving customer requests from start to finish, AI agents enable a hybrid workforce where human expertise is reserved for the moments that matter most. Backed by deep industry expertise and trusted by global leaders like Canon, United Rentals, Sysco, and Kimberly-Clark, Talkdesk sets the standard for Customer Experience Automation (CXA). About Talkdesk CXA Talkdesk Customer Experience Automation (CXA) automates the entire customer lifecycle - from the initial conversation to the back-end resolution. The platform leverages customer data across enterprise systems to provide AI agents with the context needed to resolve complex requests with human-like precision. Talkdesk CXA is a self-improving system that uncovers new ways to automate as it works, ensuring the AI workforce becomes more accurate and effective with each customer moment. About Talkdesk Financial Services Experience Cloud Talkdesk Financial Services Experience Cloud automates the entire customer lifecycle for insurance carriers. Powered by Customer Experience Automation (CXA), it leverages data from core insurance systems to provide AI agents with the context needed to resolve complex requests from start to finish. Available as a standalone automation layer or a complete contact center platform, the solution enables a hybrid workforce of AI and human agents to deliver a superior experience in every moment. Talkdesk is a registered trademark of Talkdesk, Inc. All product and company names are trademarks(TM) or registered(R) trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. About IDC MarketScape IDC MarketScape vendor assessment model is designed to provide an overview of the competitive fitness of technology and service suppliers in a given market. The research utilizes a rigorous scoring methodology based on both qualitative and quantitative criteria that results in a single graphical illustration of each supplier's position within a given market. IDC MarketScape provides a clear framework in which the product and service offerings, capabilities and strategies, and current and future market success factors of technology suppliers can be meaningfully compared. The framework also provides technology buyers with a 360-degree assessment of the strengths and weaknesses of current and prospective suppliers. Media contact Talkdesk Public Relations

Talkdesk transforms the bank branch into an AI-powered advisory hub. August 18, 2026 Talkdesk(R), Inc. today announced Talkdesk for Financial Centers, a new solution that transforms the bank branch into a connected extension of the customer journey. By unifying digital, contact center, and branch interactions, Talkdesk gives frontline employees the customer context and real-time AI guidance they need to deliver more personalized service, strengthen relationships, and turn every branch visit into a high-value engagement. According to Digital Banking Report, 71% of financial institutions consider branches mission-critical. Bank branches aren't disappearing - they are becoming more important. As routine transactions move to digital channels, customers increasingly visit financial centers for life's most significant financial moments: opening accounts, applying for loans, planning investments, resolving complex issues, and receiving trusted advice. Yet most branch employees still begin these conversations without understanding what happened online, in the contact center, or during previous visits. Customers repeat themselves. Employees miss opportunities to personalize conversations. Financial institutions struggle to deliver a truly connected experience. Talkdesk for Financial Centers closes that gap by integrating branch activity into a unified customer journey and transforming traditional branches into AI-augmented advisory hubs. Built on the Talkdesk Customer Experience Automation (CXA) platform, Talkdesk for Financial Centers helps banks and credit unions drive this transformation through four core capabilities: * Context before every conversation: Frontline employees begin every conversation with a complete view of the customer's history, including previous contact center conversations, digital activity, branch visits, and relationship history, enabling more personalized and efficient service. * AI guidance during interactions: Real-time guidance, next-best-action recommendations, and compliance guardrails help branch employees confidently navigate complex conversations, accelerating the shift from transaction processor to trusted advisor, creating more opportunities to deepen relationships and cross-sell. * Measurable physical banking: The platform captures visit intent, outcomes, follow-up actions, and customer feedback, giving leaders real-time visibility into financial center performance and relationship value. * AI-ready data centralization: Branch interactions are captured and centralized alongside digital and contact center interactions, creating a rich, complete dataset that AI can use to deliver more proactive, personalized, and predictable customer engagement. "The branch is where some of banking's most important customer moments happen," said Rahul Kumar, vice president and general manager, financial services and insurance, Talkdesk. "When customers walk in, they're looking for expertise, reassurance, and advice. But you can't capitalize on that if your frontline teams are working blind. Talkdesk for Financial Centers connects every interaction across digital, contact center, and branch channels so employees can build on the customer's journey instead of reconstructing it." Additional resources * Read a white paper explaining the evolving role of the bank branch, and the current execution gaps limiting its potential. * Read how financial organizations like Merchants Bank and TowneBank are scaling customer engagement with automation. About Talkdesk Talkdesk(R) automates the world's most complex customer journeys. By resolving customer requests from start to finish, AI agents enable a hybrid workforce where human expertise is reserved for the moments that matter most. Backed by deep industry expertise and trusted by global leaders like Canon, United Rentals, Sysco, and Kimberly-Clark, Talkdesk sets the standard for Customer Experience Automation (CXA). Talkdesk is a registered trademark of Talkdesk, Inc. All product and company names are trademarks(TM) or registered(R) trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.