Optimize Financial Operations & Upgrade CX with
Streamline your bank or fintech’s most resource-intensive processes with AI-powered automation.
AI-Led Growth & Gains
Automate 80% of customer engagement
Improve agent productivity by 25% or more
Enhance CSAT Score by 90%
Who We Serve
For Revenue & Service Use Cases
Automated Core Banking Services
Deliver superior customer experiences through conversational banking. Enable customers to securely access core banking services using AI-powered Chat AI and Voice AI — anytime, across digital and voice channels.
Banking-Trained AI Knowledgebase
Floatbot.AI is pre-trained with thousands of banking-specific rules, workflows, and domain intelligence. This ensures accurate, compliant, and context-aware responses across Finastra-powered systems.
Intelligent Assistance Deployment
Deploy intelligent Chat AI and Voice AI that understand customer intent and sentiment. Resolve customer queries through natural, human-like conversations while improving support efficiency.
True Omni-Channel & Multi-Lingual Engagement
Engage customers on their preferred channels — web, mobile, SMS, Messenger, WhatsApp, and voice, while delivering a consistent, seamless experience in their native language without losing context.
Millennial-Ready Conversational Banking
Meet modern customer expectations with text-first banking on channels like WhatsApp, Messenger, and SMS — designed for speed, convenience, and always-on engagement.
Smooth AI-to-Human Transfers
AI Agents intelligently detect when human intervention is needed and seamlessly transfer chats or calls to live agents — preserving full conversation history for a frictionless experience.
Integrated Contact Center Automation
Seamlessly integrate with leading contact center platforms including Genesys, AVAYA, Cisco, Five9, and Ameyo. Automate high-volume interactions and reduce customer support costs by up to 40%.
Actionable Analytics & Insights
AI-driven analytics continuously monitor customer interactions to deliver actionable insights into customer behavior, intent, and sentiment — enabling data-driven decisions.
Voice Biometric Security
Enhance customer trust and security with advanced voice biometric authentication, enabling fast, secure, and frictionless identity verification during voice interactions.
Seamless Customer Experience
Enable customers to switch effortlessly between text and voice channels. Deliver a unified, context-aware conversational journey across all digital and messaging touchpoints.
Conversational AI Solutions for Digital-First Banks & Fintechs
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
Why Floatbot.AI
Insurance-Ready AI
- Pre-trained on insurance-specific workflows, reducing implementation time.
Native Finastra Compatibility
- Built to integrate directly within the Finastra ecosystem.
Omni-channel & Multilingual
- Deliver consistent experiences across channels and languages.
Live Chat with Co-Browsing
- Meet modern expectations with fast, self-service, mobile-friendly interactions.