Financial Services Experience Cloud: Q2 Integration

Q2 Integration introduces a seamless chat integration solution designed to enhance the customer experience within banking applications. Leveraging the Q2 SDK, this integration embeds the Talkdesk chat widget directly into Q2 home online banking and mobile apps enabling clients to initiate chat conversations to perform self-service tasks and/or interact with customer service representatives without leaving their banking platform.

The key benefits of the Q2 integration are:

  • Enhanced Accessibility: Clients can easily access customer service within their familiar banking environment eliminating the need to switch between applications.
  • Improved Engagement: The integration facilitates self-service as well as real-time communication between clients and customer service representatives fostering proactive assistance and resolving queries promptly.
  • Streamlined Experience: Clients can seamlessly transition from self-service to personalized support ensuring a smooth and uninterrupted banking experience.
    Instant View of Client Information: Agents have visibility about the client as soon as the conversation begins enabling them to provide personalized and efficient support.

Agents' view of the Q2 integration is the following: 

Clients' view of the Q2 integration is the following: 

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