Banking

From Digital Banking to Gen AI-Powered Conversational Banking

Build & Deploy Gen AI-driven Conversational AI Voicebots and Chatbots to provide interactive, next-level banking services and improve customer and agent experience

Increase Revenue

With Digital Onboarding Stack

Provide Real-Time

Assistance to Contact Center Agents

Launch

Retail and Coporate Banking Bots

Compliance

Ensure agents follow rules and mark inappropriate behavior.

Seamless Switch

From chat to voice and text or SMS channels

Conversational Banking

Implementation in Days, Instant Transformation

Domains

We Serve

Regional Banks

Financial Institutions

Fintech

Challenger Banks

Trusted by

GenAI Suite

Solutions for Digital-First Banks

Omnichannel

Omnichannel Chatbots, Textbots
- Omni-channel integration with 15+ touch-points
- RAG-powered Cognitive Search
- Fall back to live chat
- Co-browsing
- Text bot/SMS bot
- Seamless fallback from text to voice
- Agent M /Generative AI / ChatGPT integration

Productivity

Augment Agent Productivity
- Available for chat-based and voice-based interactions
- RAG-Powered Cognitive Search
- Sentiment and intent analysis
- Workflows and decision trees
- Real-time nudges
- Compliance
- 50+ Real-time call analytics

Voicebots

Voicebots
- 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

Live Chat

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

Experience Zone

RAG-Powered Cognitive Search
Digital User Onboarding
Chatbot for banking/Conversational Banking
Banking Voicebot/Contact Center AI
Sales Enablement
Knowledgebase Optimization
Customer Support
OAuth-Based Authentication
Multi-Lingual

GenAI-Powered ROI's

Experience Impactful ROIs that Redefine Banking

20%

Increase in Agent Productivity

40%

Reduction in Customer Support Costs

55%

Expansion of Customer Base

90%

Faster Launch of IVAs

3x

Increase in Operational Efficiency

24x7

Provision of Assistance

Common Difficulties

Operational Challenges in Traditional Banking

Lengthy Processing Times

Adapting to Regulatory Changes

Security Concerns

High Customer Service Costs

Complex Customer Onboarding Process

Applications

Use Cases that Correlate with your Business-Critical Objectives

RAG-Powered Cognitive Search

Launches FAQ bot in hours
Utilizes Generative AI (LLM/ChatGPT)
Learns from unstructured data (websites, knowledgebase, PDFs, Word documents)
No need for extensive intent creation and management
Perfect for Chatbots and Agent Assist

Digital User Onboarding

Self-serving capabilities with Cognitive Search
Live chat fallback option
Co-browsing for assistance
Audio/video call support
Incorporates Agent Assist for human agents
Optimized for both Web and Mobile applications

Banking Chatbot

Seamless integration with popular retail and corporate banking solutions (e.g., Q2, Finastra, Finacle)
Deploy an omni-channel Conversational Banking Chatbot across 15+ channels
Encompasses retail and corporate banking bots for diverse use cases
Offers multi-lingual support for 150+ languages

Banking Voicebot

Comes with Contact Center AI features
Easy integration with leading contact center solutions, including Genesys, Avaya, Cisco, and Five9
Automation of inbound and outbound calls for customer support, sales, and other purposes
Automation of collections calls
Advanced customer intent recognition
Multilingual support

Banking AI Agent Assist

Works seamlessly across both Chat and Voice channels
Supports Sales Enablement and Customer Support
Automates Quality Assurance (QA) and Compliance processes
Provides real-time call analytics
Includes workflow and decision tree functionality
Optimizes knowledgebase and tracks sentiment
Ensures compliance

WhatsApp Banking

Offers core banking services via WhatsApp
Provides customer support
Floatbot is a WhatsApp-agnostic Business Solution Provider (BSP)
Enables voice input
Suitable for both corporate and retail banking use cases
Supports OAuth-based authentication
Multilingual capabilities

Pre-Integrations

Pre-Integrated with Leading Banking Platforms & Contact Center Solutions

Synergy

Bridging Banking and AI with Conversational AI

1/7

Cultivate Business Expansion

Skyrocket growth of new business lines through a proactive strategy of educating customers about your array of products and services. Improve revenue margins by ensuring that your audience is thoroughly informed, and actively engaged with your offerings.

2/7

Target Millennials

The millennial demographic exhibits a strong preference for app-based or mobile banking solutions. Align with their tech-savvy inclinations. Don’t just meet their digital preferences but enhance their overall interaction and satisfaction with conversational AI in banking.

3/7

All-in-One Solutions

Harness the potential of our cutting-edge technology and diverse product offerings to build apt solutions that cater to the needs of customers, employees, and agents—all under a single platform. Our integrated approach ensures that you can address the varied requirements of each group seamlessly.

4/7

Elevate Agent Excellence

Leverage the capabilities of Gen AI and LLMs to dynamically enhance agent capabilities in real-time. From providing conversation suggestions and tracking sentiment to ensuring adherence and offering actionable insights, empower your agents to consistently deliver exceptional customer experiences with banking bots.

5/7

Banking AI Knowledge Base

Leverage advanced banking AI with our Knowledge Base, carefully pre-trained with 1000s of AI rules exclusively tailored for the banking sector. Dive into a comprehensive repository of specialized expertise designed to elevate your banking AI solutions.

6/7

Seamless Integration with Contact Center Solutions

Experience effortless integration with renowned contact center solutions like Five9, Ameyo, Cisco, Genesys, and Avaya. Achieve synergy between cutting-edge AI capabilities and established contact center solutions for a cohesive and efficient customer service experience.

7/7

Omni-Channel and Multi-Lingual Excellence

Our AI solution empowers you to interact with customers on their preferred channels, be it through messaging, calls, or other platforms, and establish communication in their preferred language. Break down language and communication barriers, to provide a truly inclusive and personalized customer experience that transcends linguistic and channel divergence.

Why Floatbot

Comprehensive No-Code Platform

Build AI-Powered Voicebots and Chatbots Without Coding
Launch Bots in Hours

OmniChannel AI Agents

Seamless Call or Text Experience
Single Bot for Voice and Text Channels

Multi-Lingual Bots

Conversations in Preferred Languages
150+ Languages Supported

Self-learning AI from Knowledgebase

Industry-Specific Customized Models
Deep Finance Vertical Expertise

Rich Modular Platform

AI Orchestration Engine
Plug and Play AI Modules

Pre-trained Banking AI

Ready-to-use AI Agents and Ai Agent Assist for banking applications
Integrates with various banking applications
Comes pre-trained with banking-related knowledge
Adheres to compliance and security standards

Two-In-One

One Platform, Dual Focus

Retail Banking

Intelligent Chatbots and Voicebots in Banking for a Personalized Experience.
- Round-the-Clock Support
- Banking on Customers’ Terms - WhatsApp, Messenger, SMS, Calls, and More
- Lead Generation for Expanding Growth
- Streamlined Core Services for Seamless Banking

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Corporate Banking

Boost Business Growth with Delightful Customer Experiences.
- Provide Proactive Assistance
- Enable Lightning-Fast Transactions
- Resolve Issues with Precision and Care
- Empower Business Objectives

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Next-Level Banking

Upgrade Your Bank's Efficiency, Security, and Customer Service

Automate Banking Services
- Save time for you and your customers by streamlining services.
- Enable self-service transactions, information retrieval, and service requests

Meet Customers Where They Are
- Omni-channel interaction – enable your customers to interact on their preferred channels
- Seamless channel-switching without losing conversation context

Ensure Security with Voice Biometric
- Advanced voice recognition for secure user identification.
- Convenient authentication for peace of mind

Deploy Helpful, Intelligent Assistants
- 24/7 support with Chatbots and Voicebots.
- Handle lost cards, inquiries, and transactions effortlessly

Analyze and Improve Your Customer Interaction
- Evaluate conversations with powerful insights.
- Understand behavior, sentiments, and intent

Client Case Study

UBI Serves better with Floatbot

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