Agent IQ
26 Case Studies
A Agent IQ Case Study
Rockland Trust, a financial institution renowned for its award-winning customer service, faced the challenge of transferring its best-in-class, relationship-based service from the branch into the digital world. They partnered with the vendor Agent IQ to implement a solution called YourBanker, a service designed to provide personal, persistent digital engagement.
Agent IQ's solution integrated seamlessly into Rockland Trust's existing mobile and online banking platform, allowing customers to select a personal banker and communicate with them asynchronously via a persistent chat thread. The results were significantly higher than expected, with over 10,000 customers adopting the service in the first 45 days without any marketing. This demonstrated early success and proved the value of providing a personal digital engagement channel.