Connect and engage with the next generation of investors

As part of the $84 trillion Great Wealth Transfer, engaging younger, tech-savvy investors is more critical than ever. With 70% of inheritors switching advisors, digital engagement is key to retention and growth.

Lynq® by Agent IQ helps wealth managers and financial institutions meet this moment — enabling secure, real-time conversations that blend human insight with the convenience of digital channels.

With Lynq, advisors can:

• AI-augmented assistance: Offload low-complexity requests so they can focus on high-value client needs

• Targeted proactive engagement: Reach clients at scale with relevant, timely insights

• Unified engagement channels: Interact seamlessly via our proprietary LynqUp messaging, voice, video, and co-browsing

• Secure document delivery and authorization: Send sensitive materials and collect approvals in one place

Lynq helps your team stay connected and responsive, wherever they’re working.

• Integrated experience: Connect directly within existing digital banking platforms

• Flexible access: Engage clients from desktop, tablet, or mobile — in-branch or on the go

• Team-based support: Bring in specialists or subject matter experts when needed

• Cross-segment reach: Extend wealth services to retail and business clients