Assist is a next-generation digital self-service solution that empowers customers with personalized, context-aware, and timely support resources.

Join the Industry Leaders

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 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 Self-Service Tools?

It Knows Finance

Featuring a powerful Natural Language Processing engine fine-tuned for financial services, Assist can really understand what bank customers are asking for and respond with accurate and helpful options.

Conversational

If the request is not clear enough, Assist will probe the customer for additional information to ensure it provides the correct information.

Personal

Rather than providing generic, one-size fits all answers, Assist delivers results that incorporate the customer’s most recent transaction data, providing responses that are most relevant in the context of each individual’s banking relationships.

Actionable

Assist doesn't just point the way, it actually leads each customer to the page or function they need - sending a payment, changing a password, setting up an appointment, or any other action.

Predictive

Using predictive analytics, Assist can anticipate customer questions and issues, offering “just-in-time” self service advice that keeps your bank one step ahead of the customer.

Reuse Existing Content

To accelerate time-to-market and reduce employment and maintenance effort, Assist is able to serve your existing content in its current format, eliminating the need to recreate or duplicate anything

Assist in Action

Assist presents customers with actionable information and resources that go far beyond the typical FAQ content. It can display and highlight pertinent transaction data, direct the user to specific actions, and offer seamless navigation across open and authenticated content.

recent-gas-transactions

Assist: Sample Self-Service Interactions:

Data Related

 

  • How much did I spend on…?
  • When is my next payment due?
  • What is my interest rate?
  • When does my promotion rate end?
Request a Demo
recent-trip-detail

Assist: Sample Self-Service Interactions:

Data Related

 

  • What is my account number?
  • When is my next payment due?
  • What is my interest rate?
  • When does my promotion rate end?
Request a Demo
monthly-savings

Assist: Sample Self-Service Interactions:

Data Related

 

  • How much did I save?
  • When is my next payment due?
  • What is my interest rate?
  • When does my promotion rate end?
Request a Demo
setup-auto-pay

Assist: Sample Self-Service Interactions:

Navigation / FAQ

 

  • Enroll in automated payment
  • Reset password
  • ATM locator
  • CD rates
Request a Demo
IRA-contributions

Assist: Sample Self-Service Interactions:

Navigation / FAQ

 

  • Modify recurring payment
  • Password reset
  • ATM locator
  • CD rates
Request a Demo

How Assist Delivers the Guidance
Customers Really Look For

Assistance offered by Personetics is based on real-time predictive analytics that incorporate unique personalized knowledge:

  • The customer relationships with your institution What products are used? Are they eligible for awards or promotional offers?
  • Real-time analysis of account and transaction data Is there a payment due? Will the balance drop below average?
  • The activity the customer is performing Trying to make a payment? Want to open a new account?
  • Learning applied from previous interations What responses and actions did this customer and others like her choose in previous similar interactions?

“Customer satisfaction with Assist’s interactive and intuitive assistance has been extremely positive, above and beyond anything we’ve ever seen with other self-service tools.”

Senior Bank Executive,

Personetics Customer

Results:

Reduce Call & Chat Traffic While Improving
Customer Satisfaction

Assist delivers proven measurable results, enabling some of the world’s largest financial institutions to:

  • Reduce operational costs through call and chat deflection
  • Elevate user satisfaction by delivering a highly personalized self-service experience
  • Accelerate time-to-market with pre-built financial services knowledge and reuse of existing content

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