The intuitive Agent IQ banker dashboard makes it easy for bankers to respond to and proactively reach out to customers. Active customers and outstanding questions are highlighted to help the banker deliver timely support. The asynchronous nature of chat ensures that bankers can reach out without the risk of inconveniencing the customer.
Helpful suggestions and contextual information
The Agent IQ platform provides bankers with helpful suggested responses that can be edited or used as-is. The platform learns from the bankers actions and over time provides better and better suggestions. Relevant contextual information from the existing knowledge base system is identified and presented to the banker who can use it themselves or share with the customer.
Teamwork makes the dream work
The Agent IQ service encourages bankers to provide their customers with the best possible information and can invite subject matter experts to join conversations. Taking the role of concierge allows the banker to give customers the comfort of familiarity while providing the highest quality service.
Focus on what is important
To ensure that bankers have the time to provide excellent service, the Agent IQ platform has been designed to support automated conversational workflows. When a customer needs to complete a well established process like providing several pieces of information, the banker can instruct the Agent IQ virtual assistant to complete the workflow and pass the control back upon completion.