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Services > Smart Assist

The answers your staff needs.
At the speed of AI.

Give your internal teams faster answers, greater confidence, and a smarter way to work with generative AI.

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What is Smart Assist?

Smart Assist is a secure, generative AI-based tool that gives your institution’s employees instant access to the right answers that are drawn directly from PDFs, slide decks, internal websites, and other approved materials. Built to eliminate confusion and risk, Smart Assist only searches trusted, institution-approved sources. If an answer is not found, it simply says so — no guesses, no misinformation, no hallucination.

Why institutions love Smart Assist

  • Save time and increase confidence
    Find the latest policy, procedure, or rate info instantly without hunting through shared drives or interrupting colleagues

  • Consistent, accurate answers every time
    Your employees always rely on institution-approved sources, with every answer linked to its original reference, so there is no risk of conflicting or outdated information.

  • Boost front-line performance
    From your contact center to HR and lending, Smart Assist supports all teams by delivering the right answers fast, reducing search time by up to 90 percent

  • Safe, responsible AI
    Designed for regulator comfort, Smart Assist respects access controls, encryption, and stays within your knowledge boundaries

How it works

  1. Ask questions in plain language, just like chatting with ChatGPT

  2. Smart Assist searches only your institution-approved materials

  3. Answers always cite sources, or tell you if none exist

  4. Logs track all queries and gaps to improve knowledge over time

 

 

Deployment options

  • Within the Lynq dashboard – For account holder-facing employees already using the platform

  • Floating chat icon on any page on your intranet – Access embedded into your internal sites for non-Lynq users

  • Enterprise communication tool  integration – Seamlessly integrated within Microsoft Teams

  • Fast rollout

More than just a search tool

Smart Assist empowers your employees by centralizing and synthesizing institutional knowledge, processes and procedures, across departments and roles, without distracting pop-ups or prescriptive prompts. It helps:

  • Break down information silos
  • Support informed decision-making 
  • Enable employee autonomy, speed, and confidence in account holder and internal interactions

Standalone or platform-ready

Smart Assist is now available as a standalone high-value productivity tool. When you are ready, it is integrated into the full Lynq relationship banking platform, unlocking deeper operational synergies and upsell opportunities.