Following its latest announcement of a profitable $10 million Sequence A funding increase, Agent IQ, a supplier of digital buyer engagement options specializing in making monetary providers extra private once more, introduced the addition of fintech business veteran, Michael Lee, as the corporate’s new chief gross sales officer, and the promotion of Soren Bested to chief working officer.
A confirmed government with greater than 20 years of banking and fintech expertise, Lee brings a deep understanding of banking, consulting and gross sales management to his new function at Agent IQ. Following his work throughout the enterprise and industrial banking segments at main establishments together with JP Morgan Chase, Wachovia and Washington Mutual, Lee served as SVP at Kasasa, a number one supplier of rewards checking accounts for group banks and credit score unions. Whereas at Kasasa, Lee was instrumental in main the growth of the corporate’s gross sales group by 250%. At Agent IQ, Lee’s duties as CSO embrace collaborating with group leaders to successfully align with and assist key enterprise initiatives, in addition to scaling the manager gross sales group to accommodate elevated execution and technique.
Bested beforehand served as Agent IQ’s CRO since 2018 and was influential in evolving and refining the Lynq™ platform to cater to market demand whereas attaining essential market penetration. A acknowledged innovator, Bested continues to maneuver the needle in defining digital interactions between prospects and bankers, previously serving as COO for an Umpqua Financial institution subsidiary, Pivotus Ventures and Monitise Americas. As COO, Bested oversees buyer success plus the operational and administrative features of Agent IQ, whereas implementing enhanced enterprise methods that align with each the short- and long-term objectives of the corporate.
“Main monetary establishments are recognizing that prospects desire to work with folks, and we’re seeing an amazing market alternative in enabling shoppers to interact with their banker in a frictionless method, made scalable by augmented intelligence,” stated Slaven Bilac, CEO & Co-Founder, Agent IQ. “To actually innovate and alter an business for the higher requires people who find themselves captivated with driving optimistic change and who can clearly see the trail ahead, and that describes the method that each Michael and Soren deliver to Agent IQ and our FI shoppers. I’m excited to have them play a key function in our firm’s continued progress.”