Skip to main content

Smart Personal Advisor

Enhance customer relationship management with smart, personalized audience insights

Take a new approach to sales for a new type of customer, with NLG

Delight today’s demanding customers in an increasingly complex sales environment, with NLG powered sales automation. 

Increase efficiency

Increase efficiency

Enable advisors to serve more customers consistently, boosting sales productivity.

Standardize complex sales processes

Standardize complex sales processes

Standardize the cross-selling and upselling of your most complex products; ensuring sales teams have access to the same information and insight.

Enhance omnichannel customer experience

Enhance omnichannel customer experience

Put your customers at the center of your approach with automated personalized communication and interactions to meet their needs on every channel.

Accelerate lead acquisition

Accelerate lead acquisition

Never miss a sales opportunity with intelligent customer insight, to support automated sales communications or empower advisors.


Tailored applications for customers and sales teams

Smart Personal Advisor is designed to support and enhance your existing sales processes by automating personalized customer insights and communications. Find out more about our specialist tools for customers and sales teams.

Virtual sales assistant

Enhance customer experience by understanding their needs, personalizing recommendations and answering their queries. Smart Personal Advisor’s virtual sales assistant will power communications and facilitate dialog across all channels. 

Generate tailored customer communications, including SMS, email or notifications through your existing banking app. Automate conversations using our advanced chatbot functionality, which can directly sell products or services (within agreed parameters) or which will organize qualified meetings with the appropriate customer relationship manager. 
 

  • Tailored customer communications via SMS, email, banking apps, notifications 
  • Automated dialog via e-sales assistant (chatbot)
     

Personalized sales coach

Improve sales performance by empowering your sales and support teams with accurate and personalized customer information. Smart Personal Advisor connects to your CRM, providing written insights based on customer data to enable your sales teams to identify sales opportunities and have the right conversations with customers, in the right place at the right time. 

View profile summaries for every customer within your existing CRM platform, which will include a personalized sales approach based on the client’s data and context. Yseop ‘coaching’ is also available, which will prioritize opportunities, offerings and commercial rebounds and include personalized sales pitches or responses to claims or objections. Then get insights to help you prepare for meetings, as well as tailored coaching and meeting minutes. 

  • Meeting preparation notes and minutes
  • Customer profile summaries and personalized sales pitches 
  • Tailored sales coaching, with prioritization of opportunities and offerings 
  • Bespoke answers for customer claims or objections 
     

Fully customized solution

Can’t find the solution you’re looking for? With our bespoke NLG technology, Yseop Compose, we can build fully tailored applications to meet your specific business needs. Find out more.


See how Smart Personal Advisor works

A unique combination of AI capabilities including advanced Natural Language Understanding (NLU) and Natural Language Generation (NLG). 
 

Automating personal sales communications for telecommunications firm SFR

SFR improved consistency and productivity across its 4 call centers, with a bespoke tool to automate personalized, direct to customer communications.

View case study
30k personal communications generated each month
200 users connected every day
2:50 new, reduced average complaint processing time

Helping you get the most out of NLG

Our NLG tools can transform the way people work, for the better. We will help you implement and manage NLG, as well as support users with training and other services to ensure you make the most of the technology and drive tangible business value.

Revolutionize the way you work, today

Whether you are looking for help to identify your first business use case, or have a specific need in mind, we can help you seize the opportunities of this next generation AI technology and drive real business improvement. Get in touch today to join the NLG workplace revolution. 


Not ready?

Sign up for our newsletter to get the latest news and updates on NLG and AI.