BankIQ turns every branch advisor into a cross-selling expert. Enter a customer profile, let the AI analyse it — and get ranked product recommendations with opening questions in under 30 seconds. Multilingual, mobile, aligned to the bank's product catalogue.
Not from a lack of care — but because nobody keeps 48+ products with every trigger, argument and objection in their head during a live client conversation. Life events like a wedding, a child or a house purchase are the best triggers — and get lost without a system. BankIQ gives the advisor the right information at the right moment.
Name, age, occupation and goal — plus quick tags for common situations. The guided flow takes under 60 seconds.
Tap which products the customer already holds. BankIQ instantly sees what's missing from the portfolio.
The AI checks the profile in real time against the full product catalogue and the bank's growth strategy.
Ranked recommendations, opening questions and the concrete next step — ready to use right in the client conversation.
Life events become concrete recommendations — instead of slipping by unnoticed.
The same structured guidance in every branch — no improvisation, repeatable results.
Full EN / IT / DE support, optimised for smartphone and tablet — no installation required.
EU hosting, data processing agreement included. No customer data is stored — AI processing is stateless.
BankIQ is built for banks with a branch network that want to turn personal customer proximity into measurable cross-selling — without growing their team and without aggressive sales pressure. The product catalogue is tailored to each bank; the pilot starts from a single branch.
Book a free discovery call — we'll demo BankIQ live on a customer profile from your bank.
Book a discovery call