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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

    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