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What is Lynq by Agent IQ?

Lynq, developed by Agent IQ, represents a cutting-edge relationship banking platform powered by artificial intelligence, designed to help financial institutions improve customer relationships beyond the confines of traditional branch settings. This platform combines instant AI-driven self-service options with easy access to personal bankers, allowing clients to receive prompt answers and tailored support effortlessly. Key features include asynchronous messaging, video conferencing, voice calls, co-browsing capabilities, and secure file sharing to enhance communication. The AI further supports employees by suggesting responses, automatically tagging conversations, translating messages, and summarizing discussions to boost productivity. Teams can efficiently coordinate outreach initiatives using role-based routing, organized queues, SMS notifications, push alerts, and proactive updates to keep clients informed. Management has access to analytical tools that observe discussion trends, evaluate sentiment, and monitor resolution times for ongoing improvement. Lynq is designed for seamless compatibility with existing digital banking and customer relationship management systems through APIs and webhooks, ensuring a smooth implementation process. Security protocols adhere to SOC 2 standards, with single-tenant hosting located in the United States and strong encryption safeguarding data both during transmission and storage. Moreover, financial institutions can personalize user experiences to cater to distinct customer demographics, branches, and service lines, resulting in a more customized banking journey. This all-encompassing strategy not only fortifies customer relationships but also fosters growth in an increasingly competitive banking environment, ultimately leading to enhanced customer satisfaction and loyalty.

What is Banker's Dashboard?

Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.

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Integrations Supported

CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix

Integrations Supported

CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Agent IQ

Date Founded

2015

Company Location

United States

Company Website

www.agentiq.com

Company Facts

Organization Name

Deluxe

Date Founded

1915

Company Location

United States

Company Website

www.deluxe.com/business-operations/bankers-dashboard/

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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