The Andi Copilot Platform

The only AI copilot purpose-built for banking

Andi was launched in 2017 as a copilot for commercial lenders, providing them data-driven loan coaching for their specific deals and customers.

Now, we're expanding Andi into a platform that will enable us to deliver AI copilots across our portfolio. And we are integrating GenAI technology to make it more capable and accessible than ever before.

Andi knows banking.

At Q2, we’ve long believed AI has the potential to transform banking. And there are lots of new technologies and language models emerging in the market. But for new AI tools to really support bankers, they need a knowledge model in order to understand the complex, regulated banking industry. The Andi copilot platform comes equipped with a deep understanding of how banking and bankers work, so it can provide real recommendations that are immediately actionable.



What does Andi do?

    • Provides contextual, in-the-moment deal coaching that drives profitability
  • Seamlessly learns new bank-specific tasks, flows, and policies
  • Uses specific pricing and policy information to align bank strategy to front-line bankers
  • Simplifies banker workflows and accelerates new banker onboarding, training, and education

Andi is the only live, proven copilot for bankers that brings together:


Andi comes with a deep, data-driven understanding of banking. And you can easily expand its knowledge with your own resources.


Our proprietary data extraction technology lets the Andi copilot platform interpret a wide range of data inputs, like hand-written forms.


Andi's Skills Builder lets anyone teach Andi new FI-specific information, skills, and workflows.


The data in the Andi copilot platform is non-attributable, de-identified, and encrypted with TLS 1.2 and 256-bit AES protocols.

Help us build the future of Andi.

Originally built to help commercial lenders, we’re making Andi available across other Q2 products and use cases like treasury and deposit pricing, dispute tracking, account reconciliation, and more.

And we’re currently in pilot to build the next generation of Andi, which will have universal access to third-party applications beyond the Q2 product family.

If you’d like to join our Andi journey and help us design the next most valuable use cases for bankers, sign up for the early adopter waitlist today.


In this webinar you’ll learn how you can:

  • Use data to visualize and optimize overall client relationship profitability across deposits and loans
  • Deploy self-service tools to attract and onboard small businesses and help your staff serve them more efficiently
  • Digitize the treasury onboarding process and reduce time-to-value for newly won commercial clients
  • Leverage fintech partnerships to expand your commercial offerings with services like payroll, accounting, spend forecasting, and more
  • Tailor the digital channel to each specific business based on the products and services they use and need

Join the Andi early adopter waitlist.


The First AI Copilot Platform Built for Bankers

Get a closer look at the conception and evolution of Andi to better understand its use cases and what sets it apart from other solutions entering the market.

Press Release

Q2 Announces Andi Copilot Platform

For more information on Andi’s capabilities, our vision for the platform, and statements from leadership, check out Q2’s official announcement.


How Will AI Transform Banking?

Join Purposeful Banker host Alex Habet and two of Q2’s AI experts as they discuss the potential and pitfalls of AI in banking based on their experience building Andi.