- Agent IQ's Lynq platform empowers banks and credit unions to extend trusted, personalized banker relationships into digital channels
- Customers who maintain a dedicated banker relationship report satisfaction scores more than 100 points higher than those who do not, according to J.D. Power
- The shortlisting follows Agent IQ's recent launch of Smart Assist, a compliant generative AI knowledge assistant designed for financial institution staff
Austin, TX -- March 31, 2026 -- Agent IQ, the leader in AI-powered relationship banking, has been shortlisted to Fintech Futures’ 2026 Banking Tech Awards for Best AI Solution: Customer Focus & Engagement.
Agent IQ was shortlisted for its Lynq® Relationship Banking platform, which enables banks and credit unions to deliver personalized, trusted digital engagement at scale. As financial institutions navigate a landscape where fewer than 8% of account holders regularly visit a branch, Lynq bridges the gap between in-person service and digital convenience, allowing account holders to stay connected to their dedicated banker outside branch hours through secure, proactive communication, video chat escalation and real-time co-browsing capabilities.
The platform's approach is grounded in data. According to J.D. Power’s U.S. Retail Banking Satisfaction Study, customers who have a dedicated banker or branch relationship report significantly higher satisfaction scores (100+ points higher) than those who do not. Additionally, a Financial Services Trends Report from Salesforce found that 74% of customers expect personalized interactions, which often require human context.
Meanwhile, digital channels continue to see sharp gains. “The American Bankers Association recently reported that 76% of customers prefer mobile and online channels, and that preference will only grow, along with the expectation for a personal, trusted experience,” said Slaven Bilac, CEO and Co-Founder of Agent IQ.
"By connecting account holders directly with the bankers they know and trust, Agent IQ helps financial institutions support every stage of the account holder lifecycle within those digital channels,” Bilac continued. “The result is a single platform that unites human service and AI intelligence to grow relationships, not just manage transactions. Being shortlisted for the Banking Tech Awards is a reflection of the impact that model is delivering for banks and credit unions across the country."
This recognition comes on the heels of Agent IQ's recent launch of Smart Assist, a secure generative AI knowledge assistant designed specifically for financial institutions. Smart Assist gives bank and credit union employees instant access to accurate information from institution-approved sources, addressing what American Banker has called a critical compliance gap created by unsupervised use of public AI tools in the workplace. The solution operates within a contained ecosystem, searching exclusively within an institution's approved materials and providing leadership with full visibility into AI usage and without sacrificing the efficiency employees expect from modern AI tools.
Together, Lynq and Smart Assist reflect Agent IQ's broader mission to help banks and credit unions turn digital interactions into drivers of loyalty and revenue, blending the speed of AI with the empathy of human connection.
Winners of the Banking Tech Awards USA will be announced in New York on May 28, 2026.
About Agent IQ
Agent IQ is an AI-powered relationship banking platform that helps banks and credit unions turn everyday digital interactions into measurable growth. By combining persistent digital engagement with agentic AI, the platform enables financial institutions to automate routine tasks, assist staff with trusted insights, and deliver proactive, personalized experiences at scale. Agent IQ’s governed AI approach ensures transparency, control, and alignment with institution-approved knowledge. Seamlessly integrated within digital banking environments, Agent IQ helps institutions strengthen relationships beyond the branch, improve operational efficiency, and drive acquisition, expansion, and retention through intelligent, relationship-driven engagement. Learn more at www.agentiq.com.
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