Give staff the answers they need at the speed of AI

AI guidance staff can trust

Smart Assist provides staff with instant access to accurate guidance generated only from institution-approved knowledge.

Instead of searching across multiple systems or relying on inconsistent information, staff can receive clear, contextual answers grounded in trusted institutional content.

This helps improve response speed, accuracy, and consistency across teams while maintaining full control over how AI is used within the organization.

Smart Assist enables institutions to deploy generative AI responsibly while ensuring staff guidance remains aligned with institutional standards.

Designed for accurate, consistent decisions

Financial institutions require accuracy, consistency, and accountability across staff interactions.

Smart Assist helps ensure staff rely on trusted institutional knowledge rather than fragmented or outdated information.

AI guidance is grounded in approved content, helping reduce uncertainty while improving confidence in responses and decisions.

This enables institutions to improve operational efficiency without compromising control or reliability.

Works across staff workflows

Smart Assist can be deployed directly within staff workflows, ensuring AI guidance is available where staff already operate.

Deployment options include:

• Embedded within Lynq relationship banking

• Floating assistant within internal portals or intranet environments

• Integrated within internal workflow environments such as Microsoft Teams

This allows staff to access institutional knowledge quickly without disrupting existing workflows.

Improve staff efficiency with trusted AI

• Reduce time spent searching for internal information

• Improve consistency across responses and decisions

• Support faster resolution of account holder needs

• Increase confidence in staff guidance

• Enable responsible adoption of generative AI

Powered by Smart Drive knowledge foundation

Smart Assist relies on Smart Drive as the institutional knowledge layer ensuring AI responses are grounded in approved content.

This ensures generative AI guidance remains accurate, controlled, and aligned to institutional standards.

Together, Smart Drive and Smart Assist enable institutions to operationalize trusted AI guidance across teams.

Part of the Agent IQ platform

Smart Assist connects institutional knowledge with digital engagement and workflow automation across the Agent IQ platform.

This ensures consistent guidance across staff experiences and account holder interactions.