Agent IQ and Financial

Agent IQ and Financial

AI to answer questions quickly and efficiently. Empowered agents to handle sensitive conversations.

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Why Agent IQ for Financial?

Safe and Secure

Safe and Secure

All conversations are secure within Agent IQ. Our data is encrypted at rest and in transit, and we treat security as our primary responsibility.

Automate the easy stuff

Automate the easy stuff

Answer simple questions and resolve common issues with Concierge. Your team’s institutional knowledge will feed back into Concierge to make sure it keeps learning and handling more and more for you.

Escalate when it’s sensitive

Escalate when it’s sensitive

You can train Concierge to know when your team has to handle issues because of sensitive or private information. The chat will be passed right to your agents, quickly and efficiently.

Why Agent IQ for Financial?

Sort out your customers questions with up to the minute accurate information about all your institution’s programs, policies and offerings.

Our Concierge AI is able to directly answer simple questions much faster than searching through an FAQ or knowledge base.

And because we know privacy is important, it knows exactly when to bring one of your professionals into the conversation, and which of your teams can handle which questions best.

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