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Dialpad Integration with Fiserv (Powered by NovelVox)

Deliver faster, smarter, more human banking experiences with a unified agent desktop that embeds real-time Fiserv data and actions directly into Dialpad. Agents can authenticate customers, complete transactions, manage account updates, and wrap up — all without switching apps.

With the Dialpad Unified Agent Desktop for Fiserv, you can:

Boost agent productivity:
Eliminate tab-hopping and manual system juggling. Dialpad brings Fiserv read and write capabilities into a single workspace so agents can handle the full customer journey, from ID&V through wrap-up, in one place.

Elevate customer experience:
Instant screen pops surface the right account or member profile the moment the call connects, powering contextual, confident, and more empathetic conversations.

Simplify operations:
Ready-to-use components inside Dialpad’s Agent Accelerator desktop make it easy for admins to deploy, configure, and scale integrated banking workflows — without custom development.

By unifying telephony, workflows, and core banking data, Dialpad helps your teams resolve issues faster while creating more personal, friction-free financial experiences.

Key Features

Embedded Unified Agent Desktop for Fiserv DNA & Premier
A single, unified interface with a complete 360° customer view — no app-switching required.

Real-time read and write to Fiserv
Perform actions like creating account notes, updating person fields, and resetting phone passwords directly from the Dialpad desktop.

Automated workflows
Streamline authentication, transaction steps, and after-call work to reduce handle time.

Automatic screen pops
Surface the correct account profile instantly based on inbound interaction details.

Click-to-act functions
Trigger common actions (like password resets or fund transfers) directly from the customer record.

Accurate record-keeping
Every interaction is logged with key details — ensuring consistent, complete customer histories.

Exception handling
Guided workflows help agents quickly resolve ambiguous or unmatched records.

How Dialpad Integrates with this App:

This integration is available to all Fiserv customers who also have a Pro or Enterprise Dialpad Support plan and or an Advanced or Premium Sell or Connect plan. Billing and support are provided by NovelVox.