Agent IQ | AI-powered technology for financial institutions
Built for growth. Scaled by AI. Driven by relationships.
Agent IQ helps banks and credit unions put trusted AI to work across the institution to improve efficiency, strengthen relationships, and drive growth.
How relationship banking drives growth
- 0% higher average balances
- 0X likely to have a loan
- 0% increase in funded applications
- 0% self-service rate
Trusted by leading banks and credit unions
Stronger outcomes across your institution
Improve efficiency, deliver more consistent service, and strengthen account-holder relationships.
Deploy AI with confidence.
Use approved knowledge, permissions, and oversight to deploy AI responsibly.
Help employees work faster
Give staff immediate access to trusted answers so they spend less time searching and more time helping.
Turn interactions into growth
Use timely support and personalized engagement to deepen relationships and uncover opportunities for growth.
The Agent IQ growth platform
Smart solutions provide the trusted intelligence foundation, while Lynq® brings that intelligence into digital relationship banking. Together, they help financial institutions improve efficiency, personalize service, and drive growth.
Put trusted knowledge to work
Smart solutions give employees and AI access to accurate, approved, and governed institutional knowledge.
- Knowledge governance and approvals
- Approved knowledge foundation
- Trusted AI answers for employees
- Role-based access and controls
- AI support for employees and account holders
Grow through digital engagement
Lynq connects account holders with self-service, personalized guidance, and the right people.
- Live chat
- Persistent messaging
- Video banking
- Co-browsing
- Proactive outreach
- Generative AI self-service
What success looks like for our clients.
We wanted to basically leapfrog ahead of our competition and provide a solution to our customers that they didn't even know they needed yet.
Jackie Verkuyl
CAO, BAC Community Bank
There were insights buried in conversations we were having, but we weren't sure how to access them. We were looking for a partner to uncover good ideas and opportunities within those conversations.
Michelle Hamilton
CMO, Park National Bank
The Scoop: real stories, real outcomes, real smart.
AI on a community bank budget: staffing, cost, and realistic scope
How community banks can implement AI responsibly
Using AI to reduce customer churn in community banking
Ready to put trusted AI to work across your institution?
Let’s explore how we can help you operate more efficiently, serve account holders more personally, and grow with confidence.