“If we can give our teams an AI tool that frees them for higher-value work, we can compete in ways we couldn't before, and that's exactly what Q2 Assistant is helping us do."
SVP Chief Treasury and Digital Banking Officer
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Inform
Surface account holder data, audit history, and transaction details in seconds so your team has the full picture before saying a word.
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Guide
Walk representatives through recommended responses and resolution steps so every case is handled consistently, regardless of experience level.
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Act
Execute common service tasks through agent-driven capabilities embedded in Q2 Console, from authentication resets to account updates, without leaving the workflow.
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Trust
Every interaction is logged, actions stay within your defined permissions, and your compliance team has full visibility into what the agent did and when.
Better service economics for your support operation
The Customer Care Agent helps financial institutions do more without adding headcount or changing how your support team runs. And because it operates within Q2's governed platform, your compliance and risk teams have the controls and visibility they need from Day One.
Improve first contact resolution
Help support teams diagnose and resolve issues faster so account holders get answers on the first interaction, reducing callbacks and escalations.
Do more with your existing team
Bring the right data into one place and cut manual research so representatives handle higher case volumes without added staffing or handle time.
Deliver more consistent service
Guided responses and recommended resolution steps reduce variability across representatives so every account holder receives the same quality of support.
