Solution introduction

Conversational Self-Service for Financial Services

Assist is an AI-driven chatbot solution that empowers customers with personalized, context-aware, and timely support resources

Personetics Assist is the only digital self-service solution built specifically for the financial services industry. The solution is installed today at leading financial institutions, providing personalized service and assistance to tens of millions of customers. Financial institutions that use Assist are rewarded with higher operational efficiency, customer satisfaction, net promoter scores, and some of the industry’s most prestigious awards!

How is Assist different from other hhatbots?

  • It knows finance - Featuring powerful Natural Language Understanding fine-tuned for financial services, Assist can quickly comprehend what bank customers are asking for and respond with accurate and helpful options.
  • Personal - Based on Personetics’ patented technology, Assist conversations incorporate the customer’s most recent transaction data, providing responses that are most relevant in the context of each individual’s financial activity and banking relationships.
  • Predictive - Using predictive analytics, Assist can anticipate customer questions and issues, offering “just-in-time” insights and advice that keep your bank one step ahead of the customer.
  • Actionable - Assist doesn’t just point the way, it can actually help the customer get things done – just type or say “send a payment”, “change my password”, “set up an appointment”, or any other action.
  • Omnichannel - Assist provides a single solution that can be deployed across all customer interaction channels – from the bank’s website and mobile app to popular messaging platforms such as Facebook Messenger and personal assistants like Amazon’s Alexa.
  • Ready to deploy - To accelerate time-to-market and reduce deployment and maintenance effort, Assist is able to index and serve your existing content in its current format, eliminating the need to recreate or duplicate anything.

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