Q2 & Floatbot

Build a Next-Level Banking Experience for your Customers with Q2 and Floatbot 

Empowering Q2-based banks with all-in-one Conversational AI platform - Voicebot, Chatbot, AI Agent Assist, and Live Chat with Co-Browsing 

Q2 and Floatbot

AI-Led Growth 


Increase Revenue by 55% 


Cut Down Customer Support Costs by 40% 


Enhance CSAT Score by 70% 



Consumer Banks

Consumer Banks 

  • Digital Banking  
  • Core as a Service 
  • Consumer Lending 
  • Sales & Marketing  
  • Security & Compliance 
Commercial Banks

Commercial Banks

  • Digital Banking
  • Commercial Lending
  • Equipment Leasing
  • Sales & Relationship Management
  • Security & Compliance


  • Lending
  • Banking as a Service
  • Digital Banking Integration
  • Sales & Marketing
  • Account Switching
Retail Banking

Retail Banking

  • Provide 24x7 assistance
  • Banking on the customer’s favorite channel: WhatsApp, Messenger, SMS, Calls, and more
  • Generate leads
  • Streamline core banking services
Corporate Banking

Corporate Banking

  • Provide intelligent assistance
  • Enable faster transactions
  • Resolve issues proactively
  • Drive business growth
  Use Cases

Core Banking Use Cases 

Core Banking Use Cases

Floatbot.AI Solutions for Digital-First Banks

  • 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 
  • 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
    • 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 

Q2 and Floatbot's Unified Force for Business Growth 

  • Automated Core Banking Services 
    • Elevate customer experiences with conversational banking 
    • Access core services effortlessly through chatbots and voicebots
  • Powerful Analytics Insights 
    • AI-driven bots monitor and analyze customer interactions
    • Get actionable insights into behavior, intent, and sentiments for informed decision-making 
  • Intelligent Assistance Deployment 
    • Deploy intelligent chatbots and voicebots to address customer needs
    • Solve issues through human-like conversations, enhancing customer support
  • Voice Biometric Security 
    • Ensure secure customer authentication with advanced voice recognition technology
  • Multi-Channel Interaction
    • Empower customers to engage on their preferred channels
    • Seamlessly switch between text, SMS, Messenger, WhatsApp, web, and more without losing context
  • Contact Center Automation 
    • Reduce customer support costs by 40% through AI-powered chatbot and voicebot automation
  • Smooth Chat/Call Transfers 
    • AI-powered bots understand customer intent and sentiments
    • Effortlessly transfer conversations to human agents when customers seek personalized assistance
  • Seamless Conversational Banking 
    • Enable customers to switch seamlessly between text and voice channels
    • Facilitate convenient interactions across digital and chat channels

Enhancing Customer Experiences & Operational Efficiency with Floatbot.AI 

Banking AI Knowledgebase 

Banking AI Knowledgebase 

Floatbot is equipped with extensive pre-training, featuring thousands of rules tailored specifically for the banking domain. 

Integrated Contact Center Solutions

Seamless integration with leading contact center solutions including Five9, Ameyo, Cisco, Genesys, and Avaya enhance the efficiency of your customer interactions. 

Integrated Contact Center Solutions
Omni-Channel and Multi-Lingual Capabilities

Omni-Channel and Multi-Lingual Capabilities 

Engage with your customers across channels of their choice, providing a seamless experience in their native language.

Millennial-Ready Features 

Enable text-based banking through popular channels like Text/SMS, Messenger, and WhatsApp, catering to the preferences of the millennial demographic.

Millennial-Ready Features