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Trusted intelligence > Smart Assist

Faster answers.
More confident employees.

Smart Assist gives employees immediate, source-linked answers from approved institutional knowledge, helping them spend less time searching, serve account holders more consistently, and work with greater confidence.

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Stop searching. Start with an approved answer.

Smart Assist turns approved institutional knowledge into immediate, conversational answers employees can use, helping account holders complete everyday work, or navigate complex policies and procedures.

  • Ask questions in natural language
  • Receive answers grounded in approved institutional knowledge
  • See citations to the original source content
  • Access information based on employee permissions
  • Use Smart Assist through Lynq, Microsoft Teams, or your intranet
  • Return no answer when approved information is not available
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Give employees confidence in every answer

Find trusted answers faster

Help employees access approved policies, procedures, product information, and other institutional knowledge without searching across multiple systems.

Respond with consistency

Ground answers in approved source content so employees can provide more accurate and consistent guidance.

Streamline the workflow

Make Smart Assist available through the Lynq dashboard, Microsoft Teams, or your institution’s intranet.

 

Key capabilities

  • Natural-language questions and answers
  • Answers grounded in approved institutional knowledge
  • Source citations and links to supporting content
  • Role-based and permission-aware access
  • No unsupported answers when approved content is unavailable
  • Access through Lynq, Microsoft Teams, and intranet experiences
  • Integration with Smart Drive and Smart Control
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Trusted institutional knowledge, available when employees need it

Smart Control governs what knowledge is approved and who can access it. Smart Drive organizes and manages that approved knowledge, while Smart Assist gives employees immediate answers grounded in the content available to them.

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Proven impact for financial institutions

It's driving efficiency within our organization as chat specialists
save time and process more chats than they would in phone or in person.

Ralph Conforti
Sr. Manager of Strategy & Transformation BMOI (1)

Ready to give employees faster, trusted answers?

Talk with our team

Explore the Smart intelligence layer

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Smart Control

Govern how institutional knowledge is reviewed, approved and maintained.
Explore Smart Control
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Smart Drive

Organize and manage approved institutional knowledge in one place.
Explore Smart Drive
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Knowledge management

Explore how governed knowledge can improve efficiency and AI readiness.
Explore knowledge management