BMO Taps Agent IQ to Continue Enhancing Client Experience at BMO InvestorLine
30 Janeiro 2024 - 10:03AM
Business Wire
Agent IQ, a pioneer in digital relationship banking and
providing personalized engagement and AI-supported self-service,
announced its expanded partnership with BMO (TSX: BMO) (NYSE: BMO)
through the launch of “Bili”, an innovative digital tool that
further enhances the bank’s Canadian online trading platform, BMO
InvestorLine.
Bili, powered by Agent IQ’s personal digital engagement
platform, Lynq™ provides BMO InvestorLine clients access to live
chat and seamless self-service support across both the BMO Invest
app and BMO InvestorLine web platform. This partnership also
provides real-time data-driven insights allowing greater views into
client’s needs.
Clients can access and chat with a Specialist using any of their
preferred digital devices. BMO InvestorLine employs distinct,
bilingual chat and self-service flows for both InvestorLine
Self-Directed and InvestorLine adviceDirect in the authenticated
space, as well as through anonymous chat. These flows are
customized to the webpage that the client is on and provides the
most relevant information and resources to Chat Specialists and
clients.
“BMO’s Digital First strategy is making investments in
technology and people to harness the potential of emerging
technologies and deliver best-in-class customer experiences,” said
Andrea Casciato, Head of Digital Investing for BMO. “Agent IQ’s
Lynq platform compliments the suite of services available to BMO
InvestorLine customers and further enhances the existing rich,
convenient, personalized digital support powered by data and
analytics supporting their investing journey. This is truly the
next iteration of digital service.”
The Lynq platform enables customization where BMO InvestorLine
can seamlessly change the platform interface based on individual
preferences, including chat prompts, language, and accessibility
features. “The ability to communicate in a digital environment is
vital to meeting customers’ needs,” said Slaven Bilac, CEO &
Co-Founder at Agent IQ. “After the initial success of our
partnership with BMO US Personal and Business Banking, we are
excited to extend Lynq to BMO InvestorLine.”
About BMO Financial Group
BMO Financial Group is the eighth largest bank in North America
by assets, with total assets of $1.3 trillion as of October 31,
2023. Serving customers for 200 years and counting, BMO is a
diverse team of highly engaged employees providing a broad range of
personal and commercial banking, wealth management, global markets
and investment banking products and services to 13 million
customers across Canada, the United States, and in select markets
globally. Driven by a single purpose, to Boldly Grow the Good in
business and life, BMO is committed to driving positive change in
the world, and making progress for a thriving economy, sustainable
future, and inclusive society.
About Agent IQ
Agent IQ is the pioneer in digital relationship banking,
providing personal and persistent customer engagement solutions
supported by a powerful built-in AI that supports bankers and
strengthens customer relationships. Blending the best of human
emotion and empathy with the speed and efficiency of computer
intelligence, the Lynq™ platform empowers FIs with the ability to
provide proactive support and real-time insights to improve
customer satisfaction, enhance service efficiencies, and increase
profitability, while reducing the cost of serving. For more
information, visit www.agentiq.com.
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Matthew Phipps For Agent IQ 408.963.9107 matt@agentiq.com
Bank of Montreal (NYSE:BMO)
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