What is Agent IQ?
Agent IQ provides an AI-powered relationship banking platform designed specifically for banks and credit unions. The platform enables financial institutions to deploy agentic AI solutions that enhance digital engagement with account holders while improving internal operational efficiency.
The system offers persistent digital communication channels including chat, messaging, and video banking, allowing account holders to maintain continuous relationships with their personal bankers. Built-in AI capabilities provide self-service options for customers while giving staff AI-powered assistance to respond faster and more consistently. The platform also includes back-office automation features that streamline internal workflows through agentic AI task execution.
Features
- Banker Lynq™: Provide account holders with persistent relationship contacts through digital channels
- AI for account holders: Enable self-service capabilities through AI-powered chatbots
- AI for internal staff: Empower staff with AI guidance for faster, more consistent responses
- Real-time translation: Communicate in native languages with in-line translation across 120+ languages
- Co-browsing: Guide account holders on their own screens during digital interactions
- CRM integration: Capture, share, and manage account holder information within the platform
- Video banking: Make digital conversations more personal through integrated video capabilities
- Back office automation: Streamline internal processes with agentic AI workflow automation
Use Cases
- Retail banking digital experience replication
- Call center support and efficiency improvement
- Virtual branch service without physical boundaries
- Business banking portfolio management
- Wealth management client relationship enhancement
- Collections SMS automation
- Internal staff support and efficiency
- Underbanked population engagement
