Grow your business. Get your time back. Advisors and agents can earn more (and work less) with automated follow-up that gets…
5.0
2 reviews
About AgentIQ
At agent iq, we help financial institutions grow by turning everyday digital interactions into lasting, trust-based relationships.
In today’s competitive environment, digital convenience alone isn’t enough. Account holders want fast, intuitive service while feeling seen, supported, and valued, especially when it comes to their finances. That’s where we come in.
Agent iq is an AI-powered relationship banking platform that combines 24/7 self-service with the personal touch of a dedicated banker. We help institutions deliver scalable, cost-effective support without losing the human connection that builds loyalty.
Unlike one-size-fits-all solutions, our platform adapts to your institution’s operating model, so you can tailor digital engagement for different account holder segments. A student may receive a different experience than a small business owner, a gold client, or a high-net-worth household. These personalized interactions drive satisfaction, deepen relationships, and increase p
Leadership
- Ray Davis Advisor LinkedIn profile
- Cary Lee Vice President Of Sales San Luis Obispo, California, United States LinkedIn profile
- Jaekwan Lee Principal Engineer Austin, Texas, United States LinkedIn profile
- Jennifer D Director Of Product Management Cocoa Beach, Florida, United States LinkedIn profile
- Kris Nuss Vice President Of Sales Fort Wayne, Indiana, United States LinkedIn profile
- Michael Lee Chief Sales Officer Austin, Texas, United States LinkedIn profile
- Ryan Marshall Director Of Engineering Seattle, Washington, United States LinkedIn profile
- Slaven Bilac Chief Executive Officer And President Seattle, Washington, United States LinkedIn profile
- Soren Bested Chief Operating Officer Novato, California, United States LinkedIn profile
At a glance
| Classification | |
|---|---|
| Headquarters | Austin, Texas, United States |
| Founded | 2015 |
| Company size | 11-50 |
| Revenue | $10 - 50m |
| Profiles | Log in to view |
Profile
Technologies: Modernizr, React, Sql, Icims, Atlassian Jira, Json-Ld, Section.Io, Yoast Seo, Okta, Piwik Pro Core ...
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