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      Document Automation for Financial Services

      Move faster, eliminate errors, and provide an exceptional customer experience by automating document collection and connecting data and systems.

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      Maximize Speed and Efficiency, Minimize Risk

      Whether it’s approving and closing a loan, opening a new account, or responding to customers, automating transactional document processing instills greater efficiency and consistency into your operations. Eliminate redundant and repetitive data entry, erase errors and omissions, and reduce processing time. 

      Key Features

      KnowledgeLake changes the way you operate, innovate, and compete.

      A Better Digital Customer Experience
      Automate Everyday Workflows
      Instant Document Access
      Compliance-Friendly Setup

      A Better Digital Customer Experience

      Attain improved reliability, confidence, and customer satisfaction. KnowledgeLake's document automation for financial services establishes a consistent, transparent, and easy-to-use method for requesting and processing customer documents, which in turn speeds up transactions.

      Automate Everyday Workflows

      Automate the classification and extraction of information from documents and integrate them into downstream systems, reducing the everyday burden on your employees. Empower your teams and departments to spend more time on value-added functions for your customers and the organization.

      Instant Document Access

      KnowledgeLake gives your team instant access to any document, directly from within any of your business applications. This streamlines the employee experience, making document retrieval a breeze and providing a much easier way to repurpose data and get things done. 

      Compliance-Friendly Setup

      Embedding business rules within systems infrastructure ensures consistency and vastly improved compliance. Methodically process documents and produce them on demand, reducing your risk and easing the burden of regulatory audits.

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      Speed Loan Processing

      Automate the capture and flow of customer data from loan application to close. KnowledgeLake works with your existing technology for faster, high-volume loan processing.

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      Deliver the Experience Your Customers Expect

      Accelerate new account opening and deliver a better customer experience with intelligent document automation for financial services.

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      Never Sweat Compliance Again

      Track and control every document from the moment you receive it. Gain a new level of information governance that eliminates audit and regulatory headaches.

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      "Using KnowledgeLake and SharePoint, our employees have instant access to documents. It allows our employees and our processes to be much more efficient."

      Shawn C. | Director of Information Technology, Tradition Capital Bank

      "The KnowledgeLake solution enhances record control to streamline compliance with federal, state, and industry regulations. It is reducing our storage, paper, and mailing needs, and it’s also improving employee efficiency."

      Anonymous | Senior Vice President, Middlesex Savings Bank

      "We have found the KnowledgeLake systems to be very reliable and the support to be extremely responsive ... KnowledgeLake’s Cloud and API offering show they are committed to improving and establishing themselves as our go-forward partner."

      Matt Danyliw | Avanto

      Work With KnowledgeLake

      Partner with us to synthesize your organization's information and commit to powerful, efficient document automation practices.

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