Making banking personal again

Personal relationships not only enable financial institutions to understand the consumer's individual situation and specific needs, but also to become their customers' trusted advisors.

While digital banking has greatly improved individuals’ ability to manage their finances, it has led to a dramatic reduction in the interaction between people and their bankers.

The Agent IQ engagement service allows financial institutions to create a next generation customer experience that works in concert with existing digital and physical channels.

Establish deep relationship

Letting customers chat with bankers of their choice throughout their financial lives empowers customers with hassle-free personalized support and transforms bankers into trusted advisors.

Bank beyond branches

Meeting your customers where they are enables seamless yet fulfilling digital engagement and optimization of operational resources.

Enable scale

Conversational AI and Augmented Intelligence tools custom developed for banks and credit unions create efficiency and scale by supporting and guiding the human bankers at every step.

Agent IQ possesses deep domain expertise in working with and transforming financial institutions and can help guide organizations to align values and behavior with personal banking models at scale.