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Personality Matters 
Argyle Forum Denver 
Mike Ashe, Vice President 
1
Mattersight…The Leader in Transforming Unstructured 
Interactions into Powerful Business Insights 
Confidential & Restricted © 2014 Mattersight Corporation 
2 
Key Facts 
Founded 2006 
Headquarters Chicago, IL 
Employees ~200 
Behavioral Algorithms 8+ Million 
Development to Date 650+ Man-Years 
R&D Investments ($) $80+ Million 
 Innovative unstructured data 
analytics 
 Sales, service, retention, CSAT, 
and collections applications drive 
3X-10X return on spend 
 Growing blue-chip and middle 
market customer base
Have you ever had a conversation with 
someone where it’s easy, effortless, and 
the conversation just flows smoothly? 
Confidential & Restricted © 2014 Mattersight Corporation 
Language and Human Connection 
3 
How about other times where the 
conversations doesn’t flow smoothly, feels 
very difficult/forced and you might as well 
be speaking a different language?
Confidential & Restricted © 2014 Mattersight Corporation 
Language and Human Connection 
4 
How about other times where the 
conversations doesn’t flow smoothly, feels 
very difficult/forced and you might as well 
be speaking a different language?
Understanding Personality through Language 
• That connection or mismatch is established through 
recognizable language patterns 
Confidential & Restricted © 2014 Mattersight Corporation 
− Key words 
− Tones and tempo 
− Grammar 
− Syntax 
− Facial Expressions 
• These recognizable language patterns advertise an 
individual’s underlying personality traits, and a constellation 
of associated behaviors 
− How we want to be interacted with 
− What we want out of the interaction 
− What our psych needs are – a need, not a want 
− How and why we behave as we do when in stress 
5
The Process Communication Model 
• In the 1970’s Dr. Taibi Kahler recognized these communication 
patterns and developed the Process Communication Model (PCM) 
• These communication patterns can be categorized into six 
Emotions 
Compassionate, Sensitive, Warm 
(Princess Diana) 
Confidential & Restricted © 2014 Mattersight Corporation 
personality styles 
• While everyone has all of these styles, each of us has a base, 
foundational personality part which strongly defines our language 
and orientation to the world 
6 
Thoughts 
Logical, Responsible, Organized 
(Spock) 
Opinions 
Dedicated, Observant, Conscientious 
(Bono) 
Reactions 
Spontaneous, Creative, Playful 
(Ellen DeGeneres) 
Reflections 
Calm, Introspective, Imaginative 
(Mahatma Gandhi) 
Actions 
Adaptable, Resourceful, Charming 
(Donald Trump)
Why It Works – Agent Variability by Caller Personality 
Pat’s Accept Rate is 13.3% per Sales Call 
Confidential & Restricted © 2014 Mattersight Corporation 
7 
Pat 
All Callers 
13.3%
Why It Works – Agent Variability by Caller Personality 
But all callers don’t communicate and interact the same way 
and Pat’s accept rate is very different for different personality styles 
Emotions (Princess Diana) 
Compassionate, Sensitive, Warm 
Logical, Responsible, Organized 
Confidential & Restricted © 2014 Mattersight Corporation 
Thoughts (Spock) 
Opinions (Bono) 
Dedicated, Observant, Conscientious 
Reactions (Ellen DeGeneres) 
Spontaneous, Creative, Playful 
8 
All Callers 
17.6% 
15.1% 
9.2% 
12.8% 
Pat 
13.3% 
13.3%
Pat’s Not Alone…Agents Are Variable by Caller Personality 
Accept Rate Variability by Agent by Caller Personality 
Agent Emotions Opinions Reactions Thoughts Average 
Kevin 24.4% 18.3% 29.1% 20.9% 23.9% 
Hailey 9.7% 28.2% 15.2% 12.8% 15.3% 
Kim 11.1% 6.1% 3.1% 11.4% 7.5% 
Jeff 0.8% 2.4% 2.7% 6.4% 4.0% 
Average 12.7% 12.8% 12.6% 13.3% 12.8% 
Confidential & Restricted © 2014 Mattersight Corporation 
9 
Pat’s 
2nd Best Rate 
Pat’s 
Best Rate 
Pat’s 
Worst Rate 
Pat’s 
3rd Best Rate 
Pat 17.6% 9.2% 12.8% 15.1% 13.3% 
Accept Rate Variability: 600+ Seat Inbound Sales Center 
Agent 
Performance 
Quartile 
Agent’s Best 
Personality 
Pairing 
2nd Best 
Personality 
Pairing 
3rd Best 
Personality 
Pairing 
Agent’s Worst 
Personality 
Pairing 
Average 
Q1 28.3% 24.0% 19.6% 15.0% 20.4% 
Q2 21.3% 17.0% 13.9% 10.2% 14.4% 
Q3 16.2% 12.2% 9.3% 6.2% 9.8% 
Q4 8.5% 5.9% 4.2% 2.4% 3.8% 
Average 18.6% 14.8% 11.8% 8.5% 12.1%
Personality Matters - What Can You Do About It? 
1. Recognize the impact of personality and behavioral attributes on 
Confidential & Restricted © 2014 Mattersight Corporation 
your business 
2. Customers are looking for different styles of communication: 
Personalize the experience based on their personality style and 
how they digest information and communications 
3. Employees handle certain personalities better than others: Coach 
agents and employees on handling and connecting with customers 
based on communication styles and behavioral characteristics 
4. Automatically create better experiences for agents, customers and 
your business by leveraging behavioral and personality data for 
agent-level call routing 
10
Confidential & Restricted © 2014 Mattersight Corporation 11 
Thank You! 
Mike Ashe 
Vice President, Account Manager 
mike.ashe@mattersight.com 
office: (312) 454.3603

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Personality Matters: Mike Ashe, Vice President and Account Executive, Mattersight

  • 1. Personality Matters Argyle Forum Denver Mike Ashe, Vice President 1
  • 2. Mattersight…The Leader in Transforming Unstructured Interactions into Powerful Business Insights Confidential & Restricted © 2014 Mattersight Corporation 2 Key Facts Founded 2006 Headquarters Chicago, IL Employees ~200 Behavioral Algorithms 8+ Million Development to Date 650+ Man-Years R&D Investments ($) $80+ Million  Innovative unstructured data analytics  Sales, service, retention, CSAT, and collections applications drive 3X-10X return on spend  Growing blue-chip and middle market customer base
  • 3. Have you ever had a conversation with someone where it’s easy, effortless, and the conversation just flows smoothly? Confidential & Restricted © 2014 Mattersight Corporation Language and Human Connection 3 How about other times where the conversations doesn’t flow smoothly, feels very difficult/forced and you might as well be speaking a different language?
  • 4. Confidential & Restricted © 2014 Mattersight Corporation Language and Human Connection 4 How about other times where the conversations doesn’t flow smoothly, feels very difficult/forced and you might as well be speaking a different language?
  • 5. Understanding Personality through Language • That connection or mismatch is established through recognizable language patterns Confidential & Restricted © 2014 Mattersight Corporation − Key words − Tones and tempo − Grammar − Syntax − Facial Expressions • These recognizable language patterns advertise an individual’s underlying personality traits, and a constellation of associated behaviors − How we want to be interacted with − What we want out of the interaction − What our psych needs are – a need, not a want − How and why we behave as we do when in stress 5
  • 6. The Process Communication Model • In the 1970’s Dr. Taibi Kahler recognized these communication patterns and developed the Process Communication Model (PCM) • These communication patterns can be categorized into six Emotions Compassionate, Sensitive, Warm (Princess Diana) Confidential & Restricted © 2014 Mattersight Corporation personality styles • While everyone has all of these styles, each of us has a base, foundational personality part which strongly defines our language and orientation to the world 6 Thoughts Logical, Responsible, Organized (Spock) Opinions Dedicated, Observant, Conscientious (Bono) Reactions Spontaneous, Creative, Playful (Ellen DeGeneres) Reflections Calm, Introspective, Imaginative (Mahatma Gandhi) Actions Adaptable, Resourceful, Charming (Donald Trump)
  • 7. Why It Works – Agent Variability by Caller Personality Pat’s Accept Rate is 13.3% per Sales Call Confidential & Restricted © 2014 Mattersight Corporation 7 Pat All Callers 13.3%
  • 8. Why It Works – Agent Variability by Caller Personality But all callers don’t communicate and interact the same way and Pat’s accept rate is very different for different personality styles Emotions (Princess Diana) Compassionate, Sensitive, Warm Logical, Responsible, Organized Confidential & Restricted © 2014 Mattersight Corporation Thoughts (Spock) Opinions (Bono) Dedicated, Observant, Conscientious Reactions (Ellen DeGeneres) Spontaneous, Creative, Playful 8 All Callers 17.6% 15.1% 9.2% 12.8% Pat 13.3% 13.3%
  • 9. Pat’s Not Alone…Agents Are Variable by Caller Personality Accept Rate Variability by Agent by Caller Personality Agent Emotions Opinions Reactions Thoughts Average Kevin 24.4% 18.3% 29.1% 20.9% 23.9% Hailey 9.7% 28.2% 15.2% 12.8% 15.3% Kim 11.1% 6.1% 3.1% 11.4% 7.5% Jeff 0.8% 2.4% 2.7% 6.4% 4.0% Average 12.7% 12.8% 12.6% 13.3% 12.8% Confidential & Restricted © 2014 Mattersight Corporation 9 Pat’s 2nd Best Rate Pat’s Best Rate Pat’s Worst Rate Pat’s 3rd Best Rate Pat 17.6% 9.2% 12.8% 15.1% 13.3% Accept Rate Variability: 600+ Seat Inbound Sales Center Agent Performance Quartile Agent’s Best Personality Pairing 2nd Best Personality Pairing 3rd Best Personality Pairing Agent’s Worst Personality Pairing Average Q1 28.3% 24.0% 19.6% 15.0% 20.4% Q2 21.3% 17.0% 13.9% 10.2% 14.4% Q3 16.2% 12.2% 9.3% 6.2% 9.8% Q4 8.5% 5.9% 4.2% 2.4% 3.8% Average 18.6% 14.8% 11.8% 8.5% 12.1%
  • 10. Personality Matters - What Can You Do About It? 1. Recognize the impact of personality and behavioral attributes on Confidential & Restricted © 2014 Mattersight Corporation your business 2. Customers are looking for different styles of communication: Personalize the experience based on their personality style and how they digest information and communications 3. Employees handle certain personalities better than others: Coach agents and employees on handling and connecting with customers based on communication styles and behavioral characteristics 4. Automatically create better experiences for agents, customers and your business by leveraging behavioral and personality data for agent-level call routing 10
  • 11. Confidential & Restricted © 2014 Mattersight Corporation 11 Thank You! Mike Ashe Vice President, Account Manager mike.ashe@mattersight.com office: (312) 454.3603