Proactive Outreach for Banks & Credit Unions | Agent IQ
Make the first move. Build a stronger relationship.
Reach account holders through their mobile banking app and bring them straight into chat. Keep the connection going with scheduled campaigns and employee follow-up.
Stay in touch with purpose.
A direct path to conversation
Send push notifications through your mobile banking app that open directly into chat within digital banking.
Scheduled campaigns
Plan a series of messages around onboarding and ongoing follow-up.
Employee follow-up prompts
Notify employees by email, dashboard, or both when it’s time to reach out.
Campaign visibility
See sent and upcoming messages within an account holder’s campaign history.
Give follow-up a plan.
Create a sequence that combines scheduled messages with personal attention from your team.
- Define the messages and timing
- Add account holders to a campaign and choose a start date
- Include employee notifications where personal follow-up matters
- Review campaign progress and upcoming messages
More connection between conversations.
Support account holders, employees, and managers with a more consistent approach to staying in touch.
A relationship that doesn’t wait for a question.
Offer helpful check-ins after account opening and at planned milestones, giving account holders another reason to engage.
A timely prompt for a personal touch.
Use campaign notifications to remind employees when to follow up and what the next conversation should cover.
A consistent approach to staying connected.
Define repeatable outreach sequences that combine account-holder communication with employee action.
Make outreach part of the relationship.
Authenticated messaging
Support deeper conversations through persistent messaging within digital banking.
Customer context
Give employees access to relationship history and campaign activity as they prepare to follow up.
Relationship models
Shape ongoing service around your institution’s dedicated, team, pooled, or hybrid approach.
Trust is part of the experience
Permission-based access
Control which employees can create, manage, and review campaigns.
Institution-defined timing
Set campaign messages and schedules around your approach to account-holder communication.
Visibility into activity
Review campaign status, sent messages, and scheduled next steps.
Frequently asked questions
How do account holders receive proactive notifications?
Notifications arrive through your institution’s mobile banking app. Opening a notification takes the account holder directly to the chat experience within digital banking.
Can a campaign include employee reminders?
Yes. Campaigns can combine account-holder messages with employee notifications, or consist entirely of employee notifications.
How do employees receive campaign notifications?
Employee notifications can appear by email, in the dashboard, or both.
Can employees see what has already been sent?
Employees with the appropriate permissions can review campaign progress, sent messages, and pending messages with their scheduled dates and times.
Stronger relationships start with reaching out.
See how proactive outreach with Lynq® can support more consistent follow-up at your institution.