Agent IQ

Customer Engagement

Agent IQ helps banks and credit unions deploy agentic AI that engages account holders, empowers staff, and turns digital interactions into measurable growth.

AI relationship banking via 'Lynq,' a persistent digital companion that drives higher balances, more loans, and a large lift in funded applications.

• Founded: 2015
• Headquarters: San Francisco, CA, USA
• Ownership: Private
• Funding / valuation: ~$10M+ Series A
• Serves: Both — Community to mid
• Notable customers: Multiple community FIs
• Core integrations: Major digital banking platforms
• Capabilities: Lynq; Lynq AI; Smart Drive; Smart Assist; Smart Control

Compliance watch-outs

Digital relationship conversations include rate quotes and product offers, where Reg Z, Reg DD, and UDAAP apply to AI-suggested responses.

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