Dedicated banker, trusted relationships

At Agent IQ, we understand that personal connection is central to building trust and satisfaction in banking. That’s why our Lynq platform empowers financial institutions to offer their account holders a unique and highly personal experience in the digital space.

With Banker Lynq™, account holders can choose and engage directly with their own dedicated banker, just as they would in a traditional branch setting. This unique, digital approach builds deeper relationships and enhances service quality, creating a truly personal banking experience beyond the branch walls.

Customizable journeys for unique account holder needs

Lynq’s flexible platform allows financial institutions to configure different engagement journeys tailored to various groups of account holders. Some account holders can be presented with a carousel of available bankers, enabling them to select the individual who best matches their needs and preferences. Others may be assigned to the banker with the most immediate availability, ensuring quick and efficient service. Additionally, certain account holders can be pre-assigned to a banker with whom they have an existing relationship, offering continuity and reinforcing trust. All completely configurable by the institution for their unique needs.

Seamless access to expertise within every conversation

Beyond connecting account holders with a dedicated banker, Lynq allows bankers to bring in subject matter experts (SMEs) as needed, ensuring that account holders receive accurate and specialized information promptly. Whether it’s a question about mortgages, investments, or complex financial products, the primary banker can seamlessly add appropriate team members to the conversation, delivering a comprehensive service experience without the account holder needing to switch channels or start over with someone new.

Enhancing relationships through a digital-first approach

Lynq by Agent IQ transforms digital interactions into meaningful connections by prioritizing choice, persistency, and convenience for account holders. Our platform empowers financial institutions to offer a level of personal service that drives loyalty and builds trust—key factors in today’s competitive financial landscape.

When trust is built with account holders, they are more receptive to outreach with advice and services that benefit them. Traditionally, though, it has been challenging to cut through the noise when the account holder isn’t in the branch—phone calls go unanswered, and emails often end up in junk folders or buried in crowded inboxes.

With Lynq, personal bankers can proactively reach out to account holders, either one-to-one or to specific groups within their book of business. Push notifications ensure that these messages are seen, offering a direct line of communication. Account holders can respond at their convenience, and because of the persistent nature of the conversation, interactions resume seamlessly. When paired with the secure, authenticated Lynq Up channel, conversations pick up exactly where they left off without the need to do any additional security checks, creating a smooth, connected experience that strengthens relationships.