Digital Concierge for Q2 Banking

Driving Customer Experience with Conversational AI

The Finn AI Digital Concierge for Q2 is an AI chatbot that improves the experience and promotes successful engagement for retail banking customers using Q2 banking solutions. Finn AI helps Q2 based banks retain and attract customers, by proactively guiding them through their digital banking journeys on mobile and desktop channels.


With Finn AI Digital Concierge, members and customers of Q2 based credit unions and banks can get friendly automated assistance for hundreds of requests, such as:  


  • Ask for help and be delivered to the password reset page
  • Find a list of their statements or tax forms
  • Get current mortgage rates or find the mortgage calculator
  • Request live help (if live chat is in use)
  • Transfer seamlessly to a live agent with full context (if live chat is in use)
  • Be routed directly to the correct live agent queue, such as technical support or new products. 
  • Receive consistent help across public .com, authenticated online banking, and mobile banking channels

Channels Available


Online Banking

Mobile Banking

Third Party Channels

Finn AI integrated Features for Q2 Banks and Credit Unions

When consistent, technology enhanced service  is part of seamless delivery across all channels, Q2 based banks use Finn AI for a rapid jump to an advanced AI based experience.  

  • Up to 3 digital channels, including Online banking, Mobile App, public .com site, and Amazon Alexa. 
  • Live agent handover to existing live chat systems including Live Person, Genesysi, Glia or Zendesk
  • Bank branded chat widget, consistent with Q2 digital banking branding. 
  • AI Chat easily accessible from any Q2 banking or website page
  • Concierge “delivery” to any Q2 banking destination screen
  • Voice to text input for mobile on iPhone and Android.

Request more information on Finn AI for Q2