Q2 Assistant

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AI embedded where your teams work

Q2 Assistant delivers a unified AI experience built into Q2's platforms so your teams find answers faster, resolve issues sooner, and get measurable results without adding new tools or disrupting existing workflows.
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One AI experience across Q2 workflows

With Q2 Assistant, financial institution staff interact with a single, consistent assistant interface to ask questions, retrieve information, and receive guided support—all without leaving their workflow.

Q2 Assistant operates across Q2's unified banking platform, drawing on the data, workflows, and intelligence built into the systems your FI already runs on. Through product-specific agents that execute tasks and support processes, your staff gain the benefits of AI with no new tools, no training to get started, and no disruption.

How it works

AI-driven experience layer

Q2 Assistant provides a consistent interface across Q2 platforms that enables FI staff to interact with the AI through natural language.

Agents provide product-level capabilities

Specialized AI agents, like the Customer Care Agent, execute tasks, support workflows, and deliver operational value within Q2 platforms. 

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Governed by design

Data isolation, audit logging, and compliance controls are built into the platform from the start.

“Using Q2 Assistant, tasks that previously required hours of research and escalation across teams can now be completed in seconds. In one case, a request that took over two hours to resolve was answered in under a minute without escalation.”

Brian Xie
VP of Digital Strategy

AI that informs, guides, and acts

Q2 Assistant brings together three modes of AI assistance, answering questions, walking through workflows, and executing tasks, all inside the Q2 platform your teams already use. Watch how Q2 Assistant puts practical, trusted AI directly where bankers work.

So much more than a chatbot

Unlike a standalone chatbot, Q2 Assistant is embedded directly inside Q2 platforms, giving FI staff a single interface to ask questions, search documentation, and complete tasks in natural language without leaving their workflow.

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    Inform

    Ask a question about an account holder, a transaction, or a policy and get a clear, confident answer in seconds without leaving your workflow.

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    Guide

    Instead of navigating complex workflows from memory, Q2 Assistant walks your team through exactly what to do, step by step, so they stay focused on the account holder.

  • act

    Act

    With a simple command, Q2 Assistant executes entire workflows on your behalf through product-specific agents, in the time it used to take just to navigate there.

  • trust

    Trust

    Built on Q2's secure, compliant infrastructure with role-based access controls, data isolation, and audit logging at every interaction.

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Meet the Customer Care Agent

The Customer Care Agent within Q2 Assistant for Digital Banking helps service teams diagnose and resolve digital banking issues directly inside Q2 Console, surfacing account holder data, retrieving audit history, and guiding representatives to resolution without switching systems.

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AI that goes to work on Day One

Q2 Assistant is embedded directly into the platforms your teams already use, so you improve performance without introducing new tools, retraining staff, or disrupting existing processes. This is practical, purposeful AI built to solve real operational problems for financial institutions.

Increase efficiency across operations

Your team finds answers and completes tasks faster within the platform, reducing time spent searching across systems and navigating workflows manually

Reduce cost to serve without adding headcount

Automate support and workflow guidance so your team handles higher volumes without increasing staffing costs or relying on escalations

Scale at your pace

AI capabilities are optional and can be enabled incrementally, allowing FIs to start small and expand over time without full commitment upfront

Built for the banking industry

As agentic AI moves into banking operations, governance is not optional. It’s the foundation. Q2 Assistant is built with the data isolation, explainability, and audit controls financial institutions require so your teams can adopt AI with confidence, and your compliance function has the oversight it needs.

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    Your data is isolated

    Institution data is encrypted and isolated; it’s never shared with other customers or used to train models across the platform.

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    Actions stay within permissions

    Q2 Assistant and its agents operate only within the roles and permissions your institution has defined, keeping your access controls intact.

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    Full audit visibility

    Every agent interaction is logged to support compliance monitoring, supervisor review, and investigation requirements.

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    Humans stay in control

    Q2 Assistant supports your staff rather than replace them; it doesn’t make autonomous decisions, and your team reviews and approves consequential actions.

FAQ

What is Q2 Assistant?

Q2 Assistant is the unified AI experience embedded across Q2 platforms. It gives your team a single interface to ask questions, access information, and complete tasks in natural language directly inside the Q2 products they already use.

How is Q2 Assistant different from agents?

Q2 Assistant is the experience layer—the interface your team interacts with across Q2 platforms. Agents are the platform-specific capabilities that execute tasks and support workflows within each Q2 solution. 

How does Q2 Assistant differ from other AI tools we may already be using?

Q2 Assistant is built into the Q2 platform and grounded in your institution's own data and workflows. It is not a general-purpose AI tool layered on top of your systems. That means responses are relevant to your FI, actions stay within your defined permissions, and your compliance team has full audit visibility from Day One.

How can I be sure our data is secure?

Your institution's data is encrypted, isolated, and never shared with other customers or used to train shared models. Q2 Assistant includes audit logging and governance controls designed to meet financial institution security and compliance requirements.

Does Q2 Assistant make decisions on its own?

No. Q2 Assistant provides information, guidance, and workflow support. Your team remains in control of every decision and action. 

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