Agent IQ develops digital platforms that empower clients to deepen their customer relationships, improve customer satisfaction and boost service efficiencies, leading to an increase in profitability while reducing the cost of serving. Agent IQ believes that augmenting the human banker is a better approach than replacing the human banker. Pragmatic application of cutting-edge artificial intelligence and machine learning offers the promise of unprecedented scale, while keeping the focus on human empathy, creativity and personality.

Finance

FinTech

Information Technology

Agent IQ

Agent IQ's headquarters in San Francisco, CA, United States

Slaven Bilac

Matt Phipps

Soren Bested

Tim Guleri

Ray Davis

John Clausen

The Engineering Team at Agent IQ is responsible for designing, developing, and maintaining the digital platforms that enhance client-customer relationships. They leverage advanced software engineering techniques and cutting-edge artificial intelligence to create tools that improve service efficiencies and support the integration of human-centered banking experiences. Through collaboration and innovation, they ensure the platforms deliver exceptional performance while prioritizing user empathy and creativity.

Engineering Team

The Leadership Team at Agent IQ drives the strategic vision and operational excellence of the company, ensuring alignment with its mission to enhance customer relationships through innovative technology. Comprising key executives like the CEO, COO, and CMO, this team prioritizes fostering a culture of collaboration and empathy, leveraging AI to support human bankers rather than replace them, while focusing on growth, profitability, and exceptional customer service.

Leadership Team

The Sales and Business Development Team at Agent IQ is responsible for driving revenue growth and forging strategic partnerships by identifying new business opportunities and cultivating client relationships. They work closely with clients to understand their needs and demonstrate how Agent IQ's innovative digital platforms can enhance customer interactions and operational efficiencies. The team also focuses on customer success, ensuring that clients enjoy ongoing support and maximize the value of their investments in Agent IQ's solutions.

Sales and Business Development Team

This department manages regulatory compliance and oversees office operations.

Compliance and Administration

This department focuses on ensuring customer satisfaction and retention through effective support and guidance.

Customer Success

This department focuses on the development and design of AI and user interface solutions.

Agent IQ

Org chart

Board & advisors

Teams

Engineering Team

Leadership Team

Sales and Business Development Team

Compliance and Administration

Customer Success

Engineering and Design

Offices

Agent IQ

Org chart

Board & advisors

Teams

Engineering Team

Leadership Team

Sales and Business Development Team

Compliance and Administration

Customer Success

Engineering and Design

Offices

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