Short description:

In the Customer Service Center area, the client's customers are to be better supported in the area of online banking. The customer should be guided quickly and easily to their request by the assistant. The aim was to reduce the customer's inhibitions and provide security. In addition to German, the most important languages that are relevant for the customer groups there are also implemented. At the end of the process, customers are redirected to the correct website or the relevant hotline number, for example. The advice assistant also supports seven languages. The digital video advice 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 processes. In the project, PTA is responsible for project management and consulting for the consulting assistant. Furthermore, it supports the conception of a script and is responsible for the implementation of the requirements.

Technical description:

The interactive digital video consulting assistant is designed so that the service provider can identify and advise its customers in a personalized manner at any time. The assistant is also equipped with useful service functions that simplify the reading of meter readings and the uploading of images, for example. Forwarding and routing to all channels - from the hotline to the chatbot - is also possible interactively, for example for inquiries and making appointments.