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    Seamless Operations & CX

    Solve Toughest Corporate Banking Challenges

    Reduce churn, streamline service delivery and resolve high-volume queries

    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
    built for corporate banking

    Automate SLA-Critical Workflows

    Guide customers through onboarding & KYC, recommend personalized products, send timely alerts and provide instant answers to queries
    Corporate Account Management

    Corporate Account Management

    Enable businesses to check balances, manage multi-currency accounts, view statements and get real-time account insights via chat or voice.

    Transaction Tracking & Status Enquiries

    Transaction Tracking & Status Enquiries

    Allow clients to track domestic and international transactions, payment status (pending/approved/rejected), settlement timelines.

    Payments Treasury Operations Support

    Payments Treasury Operations Support

    Provide instant loan eligibility checks, EMI calculations and other financial guidance to help customers plan effectively.

    Trade Finance & Supply Chain Finance Assistance

    Trade Finance & Supply Chain Finance Assistance

    Provide instant support for LC issuance, BG status, invoice financing, document requirements and trade lifecycle tracking.

    Onboarding & KYC Assistance

    Onboarding & KYC Assistance

    Guide corporates through digital onboarding, document submission, KYC status tracking and compliance checks using conversational workflows.

    Relationship Manager (RM) Productivity Support

    Relationship Manager (RM) Productivity Support

    Augment RMs with AI guidance for client history, product eligibility, next-best actions and quick answers during client interactions.

    Loan & Credit Facility Management

    Loan & Credit Facility Management

    Help clients view loan balances, repayment schedules, interest rates, covenants, drawdowns and renewal or enhancement requests.

    Alerts, Notifications & Exception Handling

    Alerts, Notifications & Exception Handling

    Send proactive alerts for low balances, pending approvals, failed transactions, expiring LCs, overdue invoices and compliance exceptions.

    Corporate Services & Support Automation

    Corporate Services & Support Automation

    Automate high-volume corporate queries related to fees, charges, SLAs, turnaround times, documentation and service requests.

    Cross-Selling & Personalized Product Recommendations

    Cross-Selling & Personalized Product Recommendations

    Recommend relevant products such as working capital loans, FX hedging, trade finance, insurance or investment products based on usage patterns.

    Proof of Value

    The Value You Get

    The financial and operational advantage of AI-led retail banking

    40%

    Cut down support costs

    80%

    Increase in CSAT score

    90%

    Automation of query resolution

    50%

    Boost in agent productivity

    150%

    Elevation in product sales

    Up to 60%

    Automation achieved

    3X

    Faster customer onboarding

    designed to outperform

    Why Choose Floatbot.AI

    Delivering reliability, intelligence and control in every customer interaction
    No-Code Conversational AI Platform

    No-Code Conversational AI Platform

    Omnichannel AI Agents

    Omnichannel AI Agents

    Multilingual

    Multilingual (100+ languages)

    Industry-Specific Knowledgebase

    Industry-Specific Knowledgebase

    Up-Skilled for Sales Journey

    Up-Skilled for Sales Journey

    Modular AI Orchestration Engine

    Modular AI Orchestration Engine

    Goal-Driven Analytics

    Goal-Driven Analytics

    Seamless Pre-Integrations

    Seamless Pre-Integrations

    Pre-Defined Templates for Retail Banking

    Pre-Defined Templates for Retail Banking

    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.

    Pre-Integrations

    Readily Connects with Tech Stack

    Finastra
    q2
    i-exceed-Hi-Res
    infosys-finacle
    fortified operations

    Enterprise-Grade Protection

    enterprise grade protection