Agent IQ

Harness the power of digital relationship banking.

We are a relationship banking platform that uses built-in AI to deliver a cutting-edge self-service, while also offering the ability to connect with a personal banker for anytime, anywhere service.
We make banking personal again. Our platform seamlessly integrates within your Q2 environment to allow your customers/members to select and engage with their own personal banker - anytime, anywhere. Our industry-leading AI reduces your costs and enables customers/members to self-service on a wide array of mundane tasks. That same AI can provide insights on what your customers/members are talking about and position your bankers to tailor their advice while increasing product holdings.

Features & Benefits

Frictionless engagement across multiple channels

Communicate with your customers/members using:

  • Mobile messaging
  • AI-powered self service
  • Co-browsing
  • Video chat
  • Web chat
  • SMS/social messaging
  • Real-time language translation

Simple and easy to use web and mobile employee dashboards your staff will also enjoy.

Persistent communication helps create better relationships with zero loss of context

Conversation threads continue beyond sessions and context fosters a relationship-based model and loyalty.

Include Subject Matter Experts into a conversation with a tap

Create a one-to-one relationship between your customer/member and their banker as a single point of contact. SME's can then be invited to conversations as needed, or possibly start out as their preassigned banker in different situations (small business, commercial).

See what your customers/members are talking about

Conversations are analyzed and industry-leading AI provides real-time insights into what your customers/members needs are, opening opportunities to provide bespoke and timely solutions.

Proactive outreach builds relationships and increases share of wallet

The relationship model allows for bankers to proactively reach out to their customers/members to seamlessly offer assistance without having to wait to be contacted.

Quick and easy implementation

Being integrated through Q2's Innovation Studio means that Agent IQ can be enabled for Q2 clients within days. No SOW or similar is required from the client, and Agent IQ will manage the set-up and configuration with the Q2 team. Agent IQ generally recommends an end-to-end project timeline of 6-8 weeks.