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FinTech Series B Founded 2015

Agent IQ

Agent IQ provides AI-assisted customer service and marketing solutions for the banking sector, offering a platform that enables customers to communicate with brands through web and mobile channels. The platform provides a business-facing dashboard with sentiment analysis, auto-assigning, and AI-assisted automated replies, along with automated proactive messaging based on product usage, behavioral, and geographical…

📍 San Francisco, United States · Banking Tech,

Funding snapshot

Last roundSeries B
Amount$18M
Date31 May 2023
Total raised$37M
Team size36

About

Agent IQ provides AI-assisted customer service and marketing solutions for the banking sector, offering a platform that enables customers to communicate with brands through web and mobile channels. The platform provides a business-facing dashboard with sentiment analysis, auto-assigning, and AI-assisted automated replies, along with automated proactive messaging based on product usage, behavioral, and geographical data. Founded in 2015 and headquartered in San Francisco, Agent IQ has raised approximately $37M in Series B funding from investors including Sierra Ventures, First National Bank, CRCM Ventures, Rubicon Venture Capital, and Acronym Venture Capital. The company serves banks and credit unions by providing relationship-building tools that combine AI automation with human oversight, enabling financial institutions to deliver personalized customer support at scale while maintaining the trust and compliance requirements specific to banking.

Business model

Sales Force Automation > CRM > Enterprise Suite > BFSI,

Customer Service Software > Contact Center > Live Chat,

Chatbots > Industry Specific > Banking And Financial Services > Banking,

Banking Tech > Banking Channels > Conversational,

Plug and Play Tech Center Batches > Supply Chain > Batch 3

Institutional investors

The BHB Fund CRCM Ventures Rubicon Venture Capital GrowthX Sierra Ventures First National Bank Acronym Venture Capital The Venture Center

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