Agent IQ and Financial Services

Agent IQ and Financial Services

Establish persistent 1:1 relationships with your customers throughout all their life stages, without sacrificing scale.

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Why Agent IQ for Financial Services?

Our engagement platform enables you to establish long-term relationships with customers so they can rely on your guidance throughout life's many changes.

Agents can focus on the most important interactions while our AI and Machine Learning work around the clock to build scale.

Our Concierge AI provides answers to simple questions and knows exactly when to defer to human agents. Our Coach AI presents relevant information to the agent, eliminating the need to search through FAQ and knowledge base.

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Safe and Secure

Safe and Secure

All conversations are secure within Agent IQ. Our data is encrypted at rest and in transit, and we treat security as our primary responsibility.

Automate the easy stuff

Automate the easy stuff

Answer simple questions and resolve common issues with Concierge. Your team’s institutional knowledge will feed back into Concierge to make sure it keeps learning and handling more and more for you.

Escalate when it’s sensitive

Escalate when it’s sensitive

You can train Concierge to know when your team has to handle issues because of sensitive or private information. The chat will be escalated right to your agents, quickly and efficiently.