Optimizing customer experience for long-term success, our new client partner: Bank of Utah...and much more

Optimizing customer experience for long-term success, our new client partner: Bank of Utah...and much more


Upcoming Webinar

Optimizing customer experience for long-term success

How is your institution focused on leveraging customer experience to combat common problems such as losing deposits, high attrition rates, and decreased engagement?

On Tuesday, 9/10 at 11:00 am PST our COO, Soren Bested , is joined by MANTL and Bank Director for our webinar on Optimizing customer experience for long-term success to discuss how you can incorporate customer experience into your institution's strategy.

Save your spot.



New Client Highlight

Welcome Bank of Utah

We recently welcomed Bank of Utah to the Agent IQ family!

Bank of Utah is already driving forward with a vision that perfectly aligns with ours—bringing together digital innovation and the human touch to redefine customer engagement in banking.

By proactively addressing common challenges such as losing deposits, declining customer loyalty, and decreased engagement, we’re not just helping them meet current demands—we’re setting a new standard for the future of banking.

Learn more about our partnership



Report

The next wave of digital transformation in banking

Did you know 64.5% of respondents (institutions) have increased their technology spending in 2024 alone?

In partnership with WBR Insights US , we surveyed 200 leaders from various banks and credit unions, to better understand how institutions are adapting to the rapidly evolving digital landscape

Read the report to see how institutions like yours are leveraging technology in a way that is reshaping the industry in the coming months.

Read the report



Article

The hidden costs of over-consolidating your digital investments in banking

One-size-fits-all solutions might seem cost-effective, but they could be a costly mistake. With new regulations from The White House and Consumer Financial Protection Bureau looming, relying on ineffective chatbots could put your institution at risk.

Our CMO, Matt Phipps , recently wrote an article focusing on the hidden costs of over-consolidating your digital investments in banking. See how embracing technology to fit your institution's needs can also help you combat common challenges institutions are facing today such as losing deposits, rising customer attrition, and increased operational costs.

Read now



Product Updates

Give your customers the option to leave the queue

Now, with our improved queue functionality, you can offer your customers or members the flexibility to leave the queue whenever they choose. This feature allows you to create a custom experience—when a customer clicks the "Leave Queue" prompt, it triggers a workflow that you design, ensuring the next steps align perfectly with your service approach.


Using the right tools helps strengthen your relationships with your customers and members.

Learn how your institution's customer and member experience strategy can help combat decreases in deposits, rising customer and member attrition, and increased operational costs.


Looking for product updates, industry tips and tricks, and what to look out for next? Get The Scoop here.


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