Smart Assist recognized among top solutions helping credit unions modernize internal operations with secure generative AI.
Austin, TX -- February 23, 2026 -- Agent IQ, the leader in AI-powered relationship banking, has been named a finalist for the 2026 Innovation Series from CreditUnions.com and Callahan Associates in the Employee Enablement category. The recognition marks a return to the Innovation Series spotlight for Agent IQ, which took home top honors in last year's competition.
The Innovation Series, running annually since 2018, selects a group of leading financial technology providers to present to credit union decision-makers, who then vote for their top picks. Agent IQ was chosen as one of four finalists in the Employee Enablement track and will present Smart Assist, a secure generative AI-based knowledge assistant that transforms how financial institution staff access information, during a live webinar on Tuesday, March 17, 2026 at 2 PM EST.
Smart Assist addresses one of the most pressing challenges for financial institutions. Employees need fast, accurate access to institutional knowledge, but public AI tools introduce serious compliance risks. Smart Assist solves this by operating exclusively within an institution's approved materials, including internal documents, PDFs, slide decks, and procedural guides. The result is instant, cited answers for employees while leadership maintains full oversight and regulatory control.
Smart Assist can be deployed as a standalone productivity tool or integrated within Agent IQ's full Lynq® relationship banking platform, with implementation possible in as little as two weeks.
Register for the Innovation Series webinar or learn more about Smart Assist at www.agentiq.com.
About Agent IQ
Agent IQ is the leading AI-powered relationship banking platform. We help banks and credit unions grow by turning digital interactions into drivers of loyalty and revenue. Our Lynq® platform blends the speed of AI with the empathy of human connection, empowering staff, reducing service costs, and deepening account holder relationships. Institutions can personalize engagement to their unique operating model, whether through AI self-service, staff-led support, or tailored experiences that strengthen relationships and loyalty beyond the branch. Learn more at www.agentiq.com.
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