Agent IQ

Company Overview

Agent IQ empowers credit unions to deepen their member relationships, improve member satisfaction, and boost service efficiencies leading to an increase in profitability while reducing the cost of serving. The Agent IQ member engagement platform provides a unique high-touch, high-tech, omni-channel experience that uses AI to support MSRs in being more proactive with their members and automating mundane tasks. Particularly in these COVID times where many branches are still closed yet financial and advice needs are high, the Agent IQ platform can give your MSRs the tools, resources, and digital engagement to strengthen their personal connection with their members; that translates to more product penetration and stickiness for you. Digital transformation that is truly personal. Agent IQ.

Services Provided

Member Profitability/Relationship Management
Mobile Banking


Matthew Phipps, Head of Marketing

795 Folsom St, 1st Floor
San Francisco,  CA 94107