REDUCE CALL & CHAT TRAFFIC WHILE IMPROVING CUSTOMER SATISFACTION Built for financial services users. Used by some of the world’s largest financial institutions. Delivers immediate results and a measurable return on investment

1. TAKING DIGITAL BANKING PERSONAL
NEXT GENERATION
DIGITAL SELF-SERVICE
FOR FINANCIAL SERVICESASSIST
Sample customer results:
REDUCE CALL & CHAT TRAFFIC WHILE IMPROVING CUSTOMER SATISFACTION
Built for financial services users.
Used by some of the world’s
largest financial institutions.
Delivers immediate results and a
measurable return on investment.
Provide highly personalized self-service elevating
the user experience
Reduce operational costs through call and chat
deflection
Increase engagement with relevant,
easy-to-consume information and guidance
Address self-service needs across all digital
channels including mobile-only segment
Accelerate time-to-market with pre-built financial
services knowledge and reuse of existing content
“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.”

2. TAKING DIGITAL BANKING PERSONAL
www.personetics.com
Powerful Digital Self-Help Keeps Customers Satisfied and Engaged
With a rich library of financial services knowledge and terminology embedded in the platform, Assist can be
quickly deployed, allowing you to accelerate time-to-market. To further reduce deployment and maintenance
effort, Assist is able to serve your existing content in its current format, eliminating the need to recreate or
duplicate anything.
Assist is a next-generation digital self-service solution that empowers customers with personalized,
context-aware, and timely help and support resources. Highly scalable and deployment-ready, it provides
financial services organizations with unique capabilities that transform digital self-service into a personalized
engagement vehicle.
PREDICTIVE GUIDANCE: THE MOST RELEVANT SELF-SERVICE RESOURCES FOR EACH CUSTOMER
Rather than providing generic, one-size fits all answers, Assist applies predictive analytics to deliver insights
based on the customer’s personal situation, presenting customers with self-service advice that is most relevant
in the context of their banking relationships.
SEARCH RESULTS CUSTOMERS CAN ACT ON – NO LESS, NO MORE
The Personetics Assist Search presents the most accurate and relevant answers, narrowing down search results
to deliver highly optimized responses based on customer context and needs.
SEAMLESS NAVIGATION ACROSS OPEN AND AUTHENTICATED CONTENT
If a user has a question or need that is best served by presenting an authenticated page, Assist will present the
most relevant information across different content types to ensure a seamless customer experience.
Ready to Deploy, Easy to Modify, and Self-Learning
The interactive assistance is really helpful
and intuitive, answered my question
without waiting for a live rep!”
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
Real-time analysis of account and transaction data
The activity the customer is performing
Learning applied from previous interactions