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Intelligent guidance for building profitable relationships

Q2 Assistant for Q2 Relationship Insights helps bankers build deeper, more profitable commercial relationships by bringing relationship pricing guidance, deal structuring support, and relationship-level coaching inside the workflow where bankers already work, at the point of every deal.

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What is Q2 Assistant for Q2 Relationship Insights?

Q2 Assistant is Q2's unified AI assistant experience across its product portfolio, delivering embedded intelligence, guidance, and workflow assistance where teams already work. Designed for the unique context of each workflow, it delivers tailored support rather than generic AI responses.

Within Q2 Relationship Insights, Q2 Assistant brings pricing insights, deal structuring support, and relationship-level coaching directly into banker workflows. Grounded in each institution's configured strategy and guardrails, it helps relationship managers and treasury management officers make more informed decisions without leaving the systems they already use.

Explore Q2 Relationship Insights

How it works

  • A persistent experience layer

    Q2 Assistant keeps guidance visible throughout the Q2 Relationship Insights workflow so bankers benefit from coaching at any point without restarting or switching tabs.

  • Configured for your institution

    Q2 Assistant Skills Manager enables administrators to configure, manage, and evolve institution-specific guidance as pricing strategies and business needs change.

  • Bankers stay in control

    Guidance is grounded within your financial institution's configured guardrails. The human-in-the-loop model is foundational, not optional.

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Who does Q2 Assistant for Q2 Relationship Insights help?

Q2 Assistant supports commercial banking teams, from bankers managing customer relationships to the administrators who configure guidance, to leaders responsible for business performance.

How each role benefits

Relationship managers

Evaluate pricing and structuring trade-offs and identify opportunities to build stronger, more profitable customer relationships.

Treasury management officers

Access in-the-moment coaching to support disciplined treasury pricing and identify cross-sell opportunities. 

Commercial banking leaders

Develop more consistent application of institutional pricing strategies and best practices across relationship teams.

Administrators

Build, configure, and manage institution-specific guidance through Q2 Assistant Skills Manager and Skills Builder.

How is Q2 Assistant for Q2 Relationship Insights different from a generic AI copilot?

Unlike generic AI copilots layered on top of existing systems, Q2 Assistant for Q2 Relationship Insights is built for commercial banking. Embedded directly within Q2 Relationship Insights and configured to each institution's strategy, it delivers relevant relationship insights and in-the-moment guidance without requiring bankers to switch tools or lose context.

  • inform-icon

    Inform

    Surface relevant pricing guidance, relationship context, portfolio insights, and optional market intelligence to help bankers make more informed decisions without asking for it or leaving the screen.

  • guide-icon

    Guide

    Bring in-the-moment coaching to every banker so your best bankers' expertise becomes the standard across every relationship team.

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    Align

    Build your institution's guardrails, benchmarks, and risk appetite into every recommendation so strategy alignment happens at deal time, not review time.

  • trust-icon

    Trust

    Support banker judgment with guidance grounded in institutional strategy and guardrails while keeping pricing and approval decisions with authorized users.

What results can commercial banking teams expect from Q2 Assistant for Q2 Relationship Insights?

By making intelligent guidance more accessible within existing workflows, Q2 Assistant for Q2 Relationship Insights helps commercial banking teams make more informed decisions, improve consistency, and operate more efficiently. Together, these benefits support a more profitable book of business and stronger long-term customer relationships.

Strengthen relationship profitability

Help bankers consistently apply institutional pricing strategies and evaluate trade-offs to make informed decisions that support profitable growth and greater customer value.

Increase banker efficiency

Reduce reliance on manual analysis and make relevant insights easier to access, helping accelerate deal cycles and support stronger banker adoption.

Maintain control over guidance

Configure Q2 Assistant for Q2 Relationship Insights through the same framework you use today. Q2 Assistant Manager and Skills Builder give administrators the tools to build, manage, and evolve guidance as your strategy changes.

How does Q2 Assistant for Q2 Relationship Insights keep bankers in control of pricing decisions?

Q2 Assistant for Q2 Relationship Insights provides guidance, but bankers make the decisions. It is not an autonomous pricing or approval system, and every recommendation operates within the guardrails your institution configures.

Guidance stays within your guardrails

Every recommendation reflects your institution's configured strategy, parameters, and risk appetite, with administrator control over the enablement of specific AI capabilities.

Bankers remain in control

Q2 Assistant for Q2 Relationship Insights does not price, approve, or close deals on its own. The human-in-the-loop model is foundational, not optional.

Administrators shape what bankers see

Administrators remain the architects of what bankers see and when.

Part of Q2 Assistant, a unified AI experience

Q2 Assistant for Q2 Relationship Insights operates within Q2 Assistant, a unified AI experience embedded across the Q2 product portfolio. It establishes the foundation for additional AI-assisted capabilities across Q2 Relationship Insights.

Learn more about Q2 Assistant
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FAQ

What is Q2 Assistant for Q2 Relationship Insights?

Q2 Assistant for Q2 Relationship Insights is an embedded AI assistant experience that brings pricing insights, deal structuring support, and relationship-level coaching directly into commercial banking workflows. It helps bankers access relevant guidance and make more informed decisions that support relationship growth and profitability.

How does Q2 Assistant for Q2 Relationship Insights provide guidance?

Q2 Assistant surfaces relevant insights and coaching within banker workflows, drawing on institution-configured skills to support pricing and relationship profitability decisions. Guidance helps bankers evaluate pricing trade-offs, apply institutional strategies, and identify opportunities across customer relationships.

Can we tailor the guidance to our institution?

Yes. Administrators use Q2 Assistant Skills Manager to configure, manage, and evolve skills, so guidance reflects your institution's strategy, guardrails, and risk appetite. An optional Q2 Assistant Skills Builder enables administrators or tech partners to develop and deploy custom skills.

Does Q2 Assistant for Q2 Relationship Insights make pricing or approval decisions on its own?

No. Q2 Assistant for Q2 Relationship Insights is not an autonomous pricing or approval system. It provides guidance within your configured guardrails, and every decision remains with the banker.

Does Q2 Assistant for Q2 Relationship Insights use generative AI?

Current relationship pricing and deal coaching capabilities are primarily deterministic and rules-based, with two opt-in capabilities that leverage machine learning. Recommendations follow the strategy, guardrails, and parameters your institution configures, so administrators control what bankers see and when. Additional opt-in generative AI capabilities are being introduced through limited availability to expand how bankers can access information and assistance.

Who uses Q2 Assistant for Q2 Relationship Insights?

Relationship managers and treasury management officers use Q2 Assistant to access relevant insights and guidance within their workflows, while administrators configure and manage institution-specific guidance.

Resources

Additional products

  • Q2 Relationship Insights

    Grow commercial relationship profitability with relationship pricing, deal structuring, and portfolio insights.

  • Q2 Premium Treasury Pricing

    Give credit and treasury teams one shared client view, so they spot cross-sell opportunities and present one unified solution.

Talk with us about AI at Q2