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Who We Serve

Intelligently Designed Conversational AI for Banking

Credit Union

Member Relationships + Community Service Automate routine member queries, empower your service team with real-time AI guidance, and deliver the personal community experience your members expect.

Banks

Customer Growth + Operational Efficiency Deflect routine queries automatically, free agents for loan conversions and cross-selling, and deliver 24/7 banking support across every channel without adding headcount.

Fintech

Speed-to-Market + Seamless Integration Deploy in weeks, integrate across 15+ touch points to deliver frictionless digital journeys that keep customers engaged from onboarding to resolution.

Challenger Banks

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

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    End-to-End Banking Automation & Assist

    Better CX. Productive Teams. One Platform.

    Most banks run two separate systems: one for customer/member support and one for internal teams. Floatbot brings both together. A centralized banking solution to support customers & members, assist teams, and streamline workflows.

    Chat AI

    Voice AI

    SMS/Text AI

    Email AI

    Whether you're serving bank customers or credit union members, LEXI handles the volume, so your team focuses on relationships and revenue.

    • Deliver 24/7 intelligent Chat AI that handles queries, transactions, and support, powered by RAG Cognitive Search.
    • Guided self-service onboarding for retail, corporate, and credit union members with live chat fallback.
    • Offers WhatsApp banking so customers/members can transact and get support on their preferred messaging app.
    • Automate inbound and outbound voice AI calls to manage support, sales, reminders, and collections.
    • Automate KYC review and approval workflows to accelerate member and customer activation.

    Automate 80% of customer and member interactions

    Real-Time Assist

    Copilot

    Two-Way Texting

    Real-Time Translation

    Live Chat

    Floatbot’s FloatSpace brings real-time AI guidance, omnichannel collaboration, and document intelligence together, so your team spends less time searching and more time resolving.

    • Suggest next-best actions in real time on voice and chat. Decision trees, nudges, and workflows.
    • Automatically extract, compare, summarize, and upload documents.
    • Generate call and chat summaries instantly, reducing after-call work by 90%.
    • Ensure full SOP adherence and professionalism with auto QA and contextual guidance.
    • Collaborates with customers and members via live chat, audio-video sessions, screen sharing, and real-time two-way translation.
    • Instantly retrieve critical information from large knowledge bases via cognitive search.

    Explore FloatSpace

    Improve agent and member service team productivity by 25% or more.

    Triage

    Route

    Resolve

    Eliminate manual gaps across the banking value chain. From document triage to dispute routing to after-call work. AI Workflow connects every step of the back-office process, so nothing gets delayed, misrouted, or handled twice.

    • Extract and validate customer and member details from submitted documents.
    • Match incoming documents and statements with internal systems automatically.
    • Route service requests to the right team instantly.
    • Collect and organize dispute evidence for chargebacks without manual intervention.
    • Reduce email handling time by automating triage, routing, and response workflows.

    Reduce email and document handling time by 90%

    Operations Simplified

    Watch Our Banking Conversational AI Agent in Action

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    Voice Security

    Securely Authenticate Customers by Voice

    No OTPs. No passwords. LEXI authenticates customers using their voiceprint

    Accurately understands speech across 100+ languages with up to 95% recognition accuracy

    Seamlessly recognizes the customer's speech in a noisy environment without losing the context

    Creates a unique voiceprint for secure authentication, document retrieval, & authorization.

    Built On

    Floatbot UNO: Flexibly Deployed. LLM-Powered. Deep Integration.

    Build, configure, and deploy AI agents faster with Floatbot UNO

    • Smart interruption for fluid conversations
    • Native integrations with contact center solutions
    • 50+ analytics across metrics, goals, AI usage, and custom-defined fields
    • Privately hosted fine-tuned LLMs & speech models for banking use cases
    • Advanced agentic framework ensures near-ZERO hallucination
    • Warm handoff plus real-time assist
    no-code platform

    See What UNO Can Do

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

    Hear What Our Clients Say

    “Floatbot has been a great experience for us! We highly recommend them to anyone on the fence about using AI bots to improve efficiency and performance in their agency.
    We came in with a pretty ambitious setup, voice and chat bots, collections workflows, compliance guardrails, integrations with TCN and ACE, and to their credit, they didn’t flinch. They’ve been in it with us, problem-solving in real time, adjusting, iterating, and sometimes learning right alongside us.
    Biggest win so far: flexibility, which matters when you’re dealing with HIPAA, right-party contact, and the reality of collections workflows.
    Floatbot isn’t just a vendor for us. They’ve been more like a build partner. If you know what you’re trying to accomplish (and you’re ready to put in the work on your side too), they’ll meet you there. ”
    Brandy Jones

    Brandy Jones

    Vice President | Operations
    Capital Recovery Corporation

    “Floatbot AI has added a new tool for our company to be
    more productive and profitable.”
    carter

    Mike Pittman

    Carter Business Service

    "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
    Why Floatbot.AI

    Built Different. Proven in Banking.

    1

    Built Better

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

    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.
    Learn more

    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.