The answers your team needs.
At the speed of AI.

The Smart product family

The Smart product family powers institutional intelligence across your organization. Together, these solutions organize your knowledge, deliver trusted AI answers, and ensure every piece of information is governed and compliant.

From capturing institutional expertise to enabling responsible AI, Smart products help financial institutions operate more efficiently while protecting accuracy and trust.

Smart Drive

Organize your institution’s knowledge

Smart Drive centralizes the policies, procedures, documents, and operational knowledge your teams rely on every day. Instead of scattered files and disconnected systems, your institution gains a single organized knowledge foundation.

With flexible storage, integrations, and permissions, Smart Drive ensures the right information is always accessible to the right teams.

Key capabilities

• Centralized knowledge repository for institutional content

• Secure integrations with existing document systems

• Structured organization and permissions across teams

• The trusted knowledge foundation powering AI and staff workflows
  
  

Smart Assist

Deliver instant answers from approved knowledge

Smart Assist is a secure generative AI assistant that gives your staff instant answers based only on institution-approved materials. Instead of searching through documents or asking colleagues, employees simply ask a question and receive clear, accurate responses with source references.

Designed specifically for financial institutions, Smart Assist never searches the open internet and never invents answers. Every response is generated only from verified institutional knowledge.

Smart Assist can be deployed wherever your teams already work, including:

• Embedded directly within the Agent IQ Lynq platform

• As a floating AI assistant within your intranet or internal systems

• Integrated into collaboration tools such as Microsoft Teams

This flexibility ensures staff always have trusted knowledge at their fingertips.

Key capabilities

• Ask questions in plain language and receive instant answers

• AI responses generated only from institution-approved knowledge

• Source-linked responses for confidence and transparency

• Faster information retrieval that improves staff productivity
  
  

Smart Control

Govern and validate institutional knowledge

Smart Control adds governance and compliance workflows to institutional knowledge. Documents can be reviewed, approved, versioned, and audited before they become active and available across the organization.

This ensures that the knowledge powering staff workflows and AI responses is always accurate, approved, and traceable.

Key capabilities

• Structured review and approval workflows

• Full version history and rollback capabilities

• Role-based governance for reviewers and approvers

• Complete audit trail for compliance and oversight
  

How the Smart products work together

• Smart Drive organizes institutional knowledge
• Smart Control governs and approves that knowledge
• Smart Assist delivers trusted AI answers from that knowledge

Together, they create a powerful institutional intelligence layer that helps financial institutions operate more efficiently while ensuring accuracy, compliance, and trust.