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Focus Areas

Intelligently Designed Conversational AI for Banking

Simplify workflows and deliver faster, more personal experiences across retail, corporate, and digital-first banking environments.

Regional Banks

Customer Growth + Operational Efficiency Create hyper-personalized experiences, automate everyday workflows, and scale digital banking operations without increasing overhead.

Financial Institutions

Compliance Assurance + Process Intelligence Leverage AI-powered automation to ensure full regulatory compliance, streamline documentation, and modernize legacy processes.

Fintech

Speed-to-Market + Seamless Integration Launch new products faster, integrate AI Agents across apps and channels, and deliver frictionless digital journeys that build user trust.

Challenger Banks

Customer Engagement + Scalable Innovation Provide customers with 24x7 conversational banking, automated onboarding, and scale smarter with AI-native digital experiences.
Experience zone

Try It for Yourself

     
     
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    END-TO-END BANKING AUTOMATION

    Across Every Banking Workflow

    Chat AI

    Voice AI

    SMS/Text AI

    Email AI

    Deliver intelligent, human-like conversations across voice, chat, and messaging channels.

    • Deliver 24/7 banking via intelligent Chat AI that handles queries, transactions, and support, powered by RAG Cognitive Search.
    • Make digital onboarding easy for retail and corporate customers with guided, self-service journeys along with live chat fallback option.
    • Offer WhatsApp banking so customers can transact and get support on their preferred messaging app.
    • Automate inbound and outbound calls with smart Voice AI to manage support, sales, reminders, and collections efficiently.
    • Automate KYC review and approval workflows to accelerate customer activation and compliance.

    Automate 80% of customer engagement

    Real-Time Assist

    Copilot

    Two-Way Texting

    Real-Time Translation

    Live Chat

    Empower teams with instant insights and compliance automation.

    • Suggest next-best actions in real time on voice & chat – decision trees, nudges, workflows.
    • Use AI-driven product recommendations to support upselling, cross-selling and personalized offers.
    • Automatically extract, compare, summarize, and upload documents
    • Generate calls and chats summaries instantly, reducing after call work by 90%.
    • Ensures full SOP adherence and professionalism with Auto QA and contextual guidance.
    • Measure outcomes through detailed call and performance analytics covering 50+ insights.
    • Seamlessly collaborate with customers via live chat, audio-video sessions (chat-to-video or chat-to-audio), screen sharing, real-time two-way translation.
    • Instantly retrieve critical information from a large knowledge bases.

    Improve agent productivity by 25% or more

    Triage

    Route

    Resolve

    Eliminate manual gaps across the banking value chain.

    • Extract and validate customer details from submitted documents.
    • Match incoming docs/statements with internal systems.
    • Route service requests (loans, deposits, disputes) to the right team.
    • Collect and organize dispute evidence for chargebacks.

    Reduce email handling time by 90%

    no-code platform

    See What UNO Can Do

    LLM-powered workflows. Cognitive search. Seamless integration. Flexible deployment.
    Play
    testimonials

    Hear What Our Clients Say

    "My experience interacting with LEXI was really good, she was empathetic and fully compliant. You've got all these low –balance accounts, out-of-state debts that are really hard to work. This is perfect solution for that because it doesn't involve agents. You reduce your costs, and it's compliant too. It just makes sense- absolute sense"
    Greg

    Greg Johnson

    Chief Technology Officer
    InterProse

    Play Video
    “Floatbot’s compliance-first approach and fast response time have made a noticeable impact within just a few days of implementation. The team is highly proactive, promptly acting on feedback to meet our needs!”
    Stacy

    Stacy Stein

    Managing Attorney
    Mountain Peak Law Group, PC

    "Floatbot team did a phenomenal job understanding our requirements and helping us launch our Voice AI Agent. Now, we are looking to widen the scope of our AI Agent to facilitate other services, including PTP (Promise to Pay). Our partnership with Floatbot has been great so far. We are also experimenting with WhatsApp, SMS, and Web AI Agents to help us reach a large number of our consumers. Floatbot has one of the best analytics capabilities we've seen among vendors so far. We are excited to continue expanding our AI journey with Floatbot"
    Andy Mata

    Andy Mata

    Senior Vice President
    Tricolor Auto Group, LLC

    "We collaborated with Floatbot to implement an AI solution for a Collection Agency customer. We worked together to develop a smart AI agent that helps make our customer more profitable by reducing costs. The Floatbot team has been very supportive, ensuring all requirements are addressed and timelines are met. Their platform is excellent, and we feel confident recommending the solution to our customers"
    Andy

    Andy Day

    VP Product
    Broadband Dynamics, LLC

    "I’ve had the opportunity to explore many AI companies, and I can confidently say that Floatbot stands out as the most technologically impressive among them. I’m genuinely excited about the opportunity to collaborate with them in the future."
    Ben

    Ben Fagin

    Chief Financial Officer
    National Credit Management

    Play Video
    "We've been using Floatbot platform since 2022. We started with a basic chat AI Agent, and now we're integrating GenAI to further enhance our customer interactions. We're also in the process of incorporating Floatbot’s Voice AI Agent into our call center, which will help our agents work even better. Overall, our experience with Floatbot has been amazing, and we look forward to enhance our customer experience together!"
    BOI

    Sreemoyee Das

    Manager
    I.T. Department

    "Using Floatbot for our pre-due renewal calls has been great. With just one round of calls, we've successfully engaged 50% of our customers, boosting our collection rates. Without Floatbot, we'd rely heavily on manpower at our call centers which increased operational costs. With Floatbot, we've not only streamlined our processes but also achieved considerable cost savings. We're planning to expand its capabilities by incorporating multiple regional languages and additional features. We aim to have Floatbot handle 50-60% of customer interactions before payment due dates."
    indiafirst

    Pinky Patwal

    Deputy Manager
    IndiaFirst Life Insurance

    "As one of the senior leaders of our service provider organization, I am pleased to share how Floatbot's conversational AI products have transformed our ability to provide exceptional solutions to our customers. By leveraging their platform abilities, we have been able to seamlessly manage end-user interactions across multiple channels including phone, IVR, web chat, WhatsApp, and more."
    Rinoo Rajes's testimonial

    Rinoo Rajesh

    Digital Leader
    Conneqt Business Solutions

    "I have worked closely with the Floatbot team on deploying agent-assist. Floatbot platform exceeded my expectation in identifying the right knowledge article based on the provided inputs. Floatbot team was very responsive and fast in adopting new ideas, which is critical for any innovation-led transformation project.
    We were able to implement the solution 70% faster than other similar solutions I have worked with. In our deployment, we saw a significant improvement in the speed of accessing the correct answers by the users, thereby improving the efficiency and customer satisfaction. With Floatbot, we will be able to push the same agent-assist bot to a customer-facing Chatbot or Voicebot for self-serve, reducing our effort by 60% for future self-serve deployments."
    Sandeep's testimonial

    Sandeep V

    VP Digital Transformation
    Large BPO organization
    NYSE listed BPO organisation

    Achievements

    Trusted. Proven. Recognized.

    Case studies

    What Our Customers Are Achieving

    Pre-Integrations

    Readily Connects with Tech Stack

    Finastra
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    i-exceed-Hi-Res
    infosys-finacle
    genesys
    Avaya
    ameyo
    five9
    Cisco
    NICE-CXone
    fortified operations

    Enterprise-Grade Protection

    enterprise grade protection
    Designed to Outperform

    Experience the Floatbot Advantage

    1

    Built Better

    Deeper tech, built with 500K lines of code. FloatGPT, proprietary LLM delivers enterprise-grade performance with zero hallucinations.

    2

    Private, Compliant, Blazing Fast AI

    Private by design and low latency by build. Trained in narrow models to ensure full control and regulatory compliance.

    3

    Every Channel, Every Format

    Go truly multimodal with support for voice, chat, email, SMS, images, documents, and spreadsheets.

    4

    Banking Bots, Ready to Go

    Deploy pre-trained AI Agent built for retail & corporate banks – fully integrated for instant value.

    5

    Goal-Driven Analytics

    Scalable insights, cross-platform integrations, and outcome-focused reports.

    6

    One Platform, All your Needs

    Full AI workflow – from first contact to closure with a single vendor that scales as you grow.

    FAQs

    Yes. Floatbot.AI is pre-integrated with popular core banking systems, CRMs, and payment gateways, other systems can also be integrated using custom APIs. This enables complete end-to-end process automation.

    Yes. Floatbot uses strong encryption, RBAC, authentication, and PII masking. The platform follows compliance standards like GDPR, SOC 2, PCI and supports on-prem or private-cloud deployments for additional data control.

    Absolutely. Floatbot supports 100+ languages, enabling banks to serve regional, national, and global audiences through both text and voice channels.

    Yes. Complex or sensitive queries can be transferred seamlessly to live agents with full context, conversation history, and required customer data.

    Banks can choose cloud, private cloud, on-premise, or hybrid deployments, depending on compliance, IT strategy, and data security requirements.

    Most banking use cases can be deployed within 4 to 6 weeks, depending on workflow complexity, integration requirements, and compliance needs.