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Who We Serve

Banks
Credit Unions
Community Banks
Commercial Banks

Automate, Assist, & Personalize Every Banking Conversation

Digital Onboarding & Account Setup

Open accounts, verify identity, collect documents, and guide customers through onboarding journeys.

Customer Service Automation

Answer balance inquiries, transaction questions, fees, limits, and FAQs through chat and voice.

Agent Productivity & Assisted Service

Support contact center agents with real-time insights, suggested responses, and compliance guidance.

Lead Qualification & Sales Support

Lead Qualification & Sales Support

Capture leads, pre-qualify prospects, and route high-intent customers to sales teams.

Lending & Application Assistance

Guide customers through loan discovery, eligibility checks, application status, and document submission.

Knowledge Discovery & Information Access

Enable customers and agents to instantly find accurate banking information using AI-powered search.

Voice Biometric Security

Authenticate customers securely using voice recognition technology.

Conversational Analytics & Insights

Monitor and analyze customer interactions to extract behavior, intent, and sentiment insights for better decision-making.

Contact Center Automation

Reduce support costs and improve efficiency through AI-powered chatbots and voicebots that handle routine tasks.

How Q2 + Floatbot.AI Partnership Benefits

  • Compliance-ready solutions meeting the necessary banking regulations.
  • Personalized interactions powered by Q2 customer data, account history, and transaction context.
  • Go live in weeks, not months — pre-integrated with Q2, no custom development required.
  • Seamless conversation continuity across Q2 digital banking, mobile, and contact center channels.

AI-Led Growth & Gains

80%

Automation of customer engagement

25%+

Improvement in agent productivity

90+

Increase in CSAT score

Conversational AI Solutions for Digital-First Banks

Digital AI Agents: Chat, Email & SMS

  • Omni-channel integration with 15+ touch-points
  • Powered by RAG Cognitive Search
  • Fall back to live chat
  • Enable Co-browsing
  • Text bot/SMS bot
  • Seamless fallback from text to voice
  • Agent M/Generative AI/ChatGPT integration

Voice AI Agents

  • Human-like voice conversations
  • 100% Gen AI-powered
  • Multi-lingual
  • Seamless fallback from Voice to Text
  • Pre-integrates with popular contact center, payment systems, and telephony platforms

AI Agent Assist

  • Available for chat-based and voice-based interactions
  • RAG-Powered Cognitive Search
  • Sentiment and intent analysis
  • Workflows and decision trees
  • Real-time nudges
  • AutoQA to ensure SOPs
  • 50+ Real-time call analytics

Live Chat with Co-Browsing

  • Real-time engagement through Live Chat & Audio/Video calls
  • Co-Browsing for visual guidance without additional downloads + session recording
  • File Sharing
  • Highlighting, Data Field Masking, and Document Signing

Powered by Deep-Tech AI

NLP Accuracy

91%+

NLP Accuracy

speech to text accuracy

95%+

speech to text accuracy

Self-learning

Self-learning

ability from unstructured documents

NLP NL

< 100 ms

NLP/NLU (ETE processing)

STT & TTS

< 50 ms

STT & TTS (ETE processing)

overall call response time

< 500 ms

overall call response time