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Focus Areas

Intelligently Designed for Every Banking Process

Simplify workflows and deliver faster, more personal experiences across retail, corporate, and digital-first banking environments.

Regional Banks

Customer Growth + Operational Efficiency Create hyper-personalized experiences, automate everyday workflows, and scale digital banking operations without increasing overhead.

Financial Institutions

Compliance Assurance + Process Intelligence Leverage AI-powered automation to ensure full regulatory compliance, streamline documentation, and modernize legacy processes.

Fintech

Speed-to-Market + Seamless Integration Launch new products faster, integrate AI Agents across apps and channels, and deliver frictionless digital journeys that build user trust.

Challenger Banks

Customer Engagement + Scalable Innovation Provide customers with 24x7 conversational banking, automated onboarding, and scale smarter with AI-native digital experiences.
END-TO-END BANKING AUTOMATION

Across Every Banking Workflow

Chat AI

Voice AI

SMS/Text AI

Email AI

Deliver intelligent, human-like conversations across voice, chat, and messaging channels.

  • Deliver 24/7 banking via intelligent Chat AI that handles queries, transactions, and support, powered by RAG Cognitive Search.
  • Make digital onboarding easy for retail and corporate customers with guided, self-service journeys along with live chat fallback option.
  • Offer WhatsApp banking so customers can transact and get support on their preferred messaging app.
  • Automate inbound and outbound calls with smart Voice AI to manage support, sales, reminders, and collections efficiently.
  • Automate KYC review and approval workflows to accelerate customer activation and compliance.

Automate 80% of customer engagement

Real-Time Assist

Copilot

Two-Way Texting

Real-Time Translation

Live Chat

Empower teams with instant insights and compliance automation.

  • Suggest next-best actions in real time on voice & chat – decision trees, nudges, workflows.
  • Use AI-driven product recommendations to support upselling, cross-selling and personalized offers.
  • Automatically extract, compare, summarize, and upload documents
  • Generate calls and chats summaries instantly, reducing after call work by 90%.
  • Ensures full SOP adherence and professionalism with Auto QA and contextual guidance.
  • Measure outcomes through detailed call and performance analytics covering 50+ insights.
  • Seamlessly collaborate with customers via live chat, audio-video sessions (chat-to-video or chat-to-audio), screen sharing, real-time two-way translation.
  • Instantly retrieve critical information from a large knowledge bases.

Improve agent productivity by 25% or more

Triage

Route

Resolve

Eliminate manual gaps across the banking value chain.

  • Extract and validate customer details from submitted documents.
  • Match incoming docs/statements with internal systems.
  • Route service requests (loans, deposits, disputes) to the right team.
  • Collect and organize dispute evidence for chargebacks.

Reduce email handling time by 90%

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

"My experience interacting with LEXI was really good, she was empathetic and fully compliant. You've got all these low –balance accounts, out-of-stat 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

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“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

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"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

Recognition

Case studies

What Our Customers Are Achieving

Pre-Integrations

Readily Connects with Tech Stack

Finastra
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infosys-finacle
genesys
Avaya
ameyo
five9
Cisco
NICE-CXone
Designed to Outperform

Experience the Floatbot Advantage

enterprise grade protection
Designed to Outperform

Experience the Floatbot Advantage

1

Built Better

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

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.

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

Conversational AI can automate and streamline claims submissions & status updates, adjuster workflows, distribution, underwriting, billing, payment, policy management and customer service. It also supports agents (acting as a Copilot or AI Agent Assist) by offering real-time guidance to maximize their productivity.

Yes. AI can handle and scale instantly to manage spikes in volume – handling thousands of claims calls or chats simultaneously. This ensures policyholders receive immediate updates while freeing human agents to focus on complex cases during CAT seasons.

For routine, high-volume tasks such as verifying policy details or providing claims status – AI consistently outperforms humans in speed and accuracy, while reducing errors caused by fatigue or manual entry. Humans remain critical for empathy and judgment in complex scenarios.

Floatbot.AI supports 100+ languages across text and voice, enabling insurers to serve diverse customer bases globally. This includes regional dialects, so customers can interact in the way that feels most natural to them.

Agent M, Floatbot’s proprietary LLM, actively monitors and verifies responses from AI, correcting or rejecting any inaccuracies. By applying strong guardrails, Agent M keeps AI aligned with defined goals, ensuring their behavior and output remain accurate, consistent and purpose-driven. Unlike general-purpose AI, it’s grounded in verified insurance data and workflows, minimizing the risk of hallucinations.

Floatbot.AI follows industry-leading security standards (SOC 2, ISO 27001, GDPR, HIPAA where applicable). All data is encrypted, access-controlled and auditable. Additionally, workflows are built to comply with insurance-specific regulations such as NAIC model laws and state-level privacy requirements.

No. AI is augmenting, not replacing, human teams. It handles repetitive, high-volume tasks so agents can focus on empathetic, judgment-driven work. Insurers are using AI to improve efficiency, customer experience and employee satisfaction – not to remove the human element.