The more productive your organisation is, the more money it earns. This is why AI-powered Personal Assistants are becoming much more popular – they can elevate efficiency significantly. How to use them for this purpose and achieve this major benefit? We explain it here, in this article. Read on to find out more.

What Is an AI Personal Assistant?

An AI Personal Assistant is a generative AI model that your employees or clients may use for work. It can be fed with your internal documentation, legal acts, and even customer data to help your employees personalise their services, eliminate errors and become more productive. It’s a simple solution that requires complex machine learning models (or, often, LLMs) fed with the right, cleansed data.

How to Use AI Personal Assistant to Boost Your Business Productivity

There are a few ways how your employees can improve their productivity with a personalised AI Assistant designed for finance. What are they? Take a look below.

Navigating Documentation

Finding all the crucial documents, whether those signed by the client or general regulations in your organisation, is a timely task. Yet, at the same time, it is often necessary to ensure that a new document maintains regulatory compliance, matches your client’s needs, or even has a tone consistent with your brand.

Traditionally, all of the above meant that your employees had to access the documentation through an internal search engine and search for particular information using it. With an AI Personal Assistant, it is much easier: they just need to type a question and receive a response with a link to a relevant document.

This way, the whole research process gets much quicker, improving the productivity of your teams significantly.

Ensuring Compliance

Ensuring regulatory compliance is no easy task, and it often requires your employees to… conduct the checks based on their knowledge or to juxtapose their work with legal documents. With an AI Personal Assistant, all they have to do is ask the engine to review their work and flag any issues with compliance – it takes significantly less time.

Deep Personalisation

AI Assistants also enable you to personalise customer experience and use data to your advantage. How does it affect productivity? It all goes down to its features.

  • AI product recommendations save your employees time spent planning what products to offer next to a given client.
  • Automated tone of voice adjustments enables your customer service team to focus less on how they convey their messages.
  • Access to a given customer’s data lets your team members understand and close the case faster.

AI Personal Assistant for Your Clients

How to create an AI personal assistant that will maximise productivity in your organisation? You need it to be available both for your employees and clients. A generative AI tool for the latter allows your clients to solve their queries without any input from your employees, enhancing your CS team’s productivity significantly.

Naturally, in this case, you need a model that will suggest and connect the user with human customer service agents when needed. Yet, this is a great example of how personalised AI assistants should be used not only by your teams but also by the clients.

The Takeaway

Utilising AI-powered Personal Assistants for your business is an excellent strategy to maximise productivity and drive growth. In the end, time is money, and efficiency equals higher profits and better customer satisfaction, so nothing should stop you from implementing this technology in your organisation!

You may also read: AI Prompter: Cutting-edge assistance for bank employees and customers.

Ailleron - How to Use AI Personal Assistant Apps to Boost Productivity in the Financial Sector?

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