Short description:

In the area of the customer service center, the assistant supports the customer in online banking. The assistant guides the customer quickly and easily to his or her request. At the end of the process, the customer is routed to the correct website or for example to the required hotline number. In addition, the assistant support seven languages. The assistant is a web application and is provided as a Software as a Service (SaaS) application on Microsoft Azure.


The consulting assistant is implemented as an Angular application with .Net Core Backend and allows the creation of customizable consulting workflows. In the project, PTA GmbH takes over the project management and consulting around the consulting assistant. Furthermore, it supports the conception of a storyboard and is responsible for the implementation of the requirements.

Technical description:

The interactive digital video consulting assistant is designed to help you identify and advise your customers in a personalized way at any point in time. It is also equipped with useful service functions that, for example, simplify the reading of meter readings and the uploading of images. Forwarding and routing to all channels - from the hotline to the chatbot - is also possible interactively, for example for inquiries and scheduling appointments.