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Contexta360 ASSIST

Real-time advice

Prompt upsell / cross-sell opportunities and find answers to difficult questions

Give your teams additional brainpower. Managing all the data of a customer, including their new needs, historical transactions and queries as well as blending live market information, is next to impossible in today's big data world.

In partnership with our knowledge management partner or external real-time data feeds, our technology will give your staff the edge by spotting key questions and pulling suggested answers and actions, or helping them to deal with sales or service objections in real time.

Additionally, Contexta can add two very powerful capabilities in conjunction with Contexta360.

The solution to complex questions

First, the platform can evaluate other channels of customer communication, such as chat, SMS, social media and email or historical CRM data, to look at historical combinations or trends to suggest answers, proposals, upsell / cross-sell opportunities or solutions to complex questions.

Second, our platform can bring in live data from markets or news channels. An example would be a financial services customer ringing for advice on an investment. The call may be going in the direction of an equity recommendation, however there may be news or a market move that the agent is not aware of in the FX markets that may be relevant. This gives the agent significant additional brainpower, as the system can monitor thousands of content streams as well as historical inquiries or transactions.