Talkdesk
146 Case Studies
A Talkdesk Case Study
United Nations Federal Credit Union (UNFCU) is a global, digital-first financial institution serving primarily UN members worldwide, with about two-thirds of its members living outside the U.S. Rapid growth in 2023 exposed limitations in its legacy contact center: inefficient agent wrap-up and miscategorized interactions, lengthy identity-verification (3–7 minutes), and operational strain despite a new Nairobi site and follow-the-sun staffing model.
UNFCU implemented Talkdesk Financial Services Experience Cloud with CXA and Talkdesk Copilot to automate call summarization, AI-driven categorization, and cloud-native integration between locations. The solution improved data quality and reporting, boosted agent engagement and reduced training time, accelerated crisis-response, and cut member authentication time by up to seven minutes while enabling secure messaging, screen-sharing, and continued AI-driven innovation.
Brian Toia
First Vice President, Program Management Information Technology