Lynq by Agent IQ
Agent IQ’s Lynq is an AI-powered relationship banking platform that helps financial institutions grow by deepening relationships beyond the branch. Lynq combines instant AI self-service with easy access to a dedicated banker, so account holders get fast answers and human help in one place. Features include asynchronous messaging, video chat, voice calling, co-browsing, and file exchange. AI assists staff with suggested replies, auto tagging, translation, and conversation summaries. Teams orchestrate outreach with role based routing, queues, SMS and push notifications, and proactive alerts. Leaders get analytics on topics, sentiment, and resolution times. Lynq integrates with digital banking providers and CRMs through APIs and webhooks. Security includes SOC 2, single tenant US hosting, and encryption in transit and at rest. Institutions tailor experiences for segments, branches, and lines of business.
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First Data
Today’s bank customers demand more personalized, convenient services. That’s why financial institutions partner with First Data to make every customer interaction more valuable. First Data’s easy-to-use banking solutions help you satisfy your customers’ desires for greater convenience with technology that makes every transaction simpler and more secure. Deepen relationships and seize new opportunities for growth with our complete set of solutions for your merchant customers and consumers. Our products empower financial institutions to deliver easier, faster, safer and smarter electronic commerce. Your path to personalized banking begins here. First Data provides a single, consolidated processing platform for all of your payment cards, loans, prepaid, and commercial card products. OmniPay is First Data’s multi-currency, multi-country acquiring technology of choice for cost effective, efficient payment processing.
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PrecisionLender
Our sales and negotiation software empowers commercial bankers with actionable insights and coaching, so they structure and price the best deals for the client and the bank. If bankers don’t use the software, nothing else matters. Our solution was built for relationship managers, to enable better client conversations. It gathers data without requiring time-consuming and redundant data entry. RMs know in the moment if each deal meets the terms of the bank and the client. RMs make data-driven decisions as they craft personalized client scenarios and see 360 views of each relationship. They customize pricing assumptions and deal terms, compare options relative to the bank’s profitability targets and competitive offers. The result: profitable, winning deals that shape the relationship. Andi®, our intelligent virtual analyst, works with RMs, observing their actions, gathering data.
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NexJ CRM
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives.
CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships.
CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships.
CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service.
CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions.
CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities.
Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
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