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    Document Automation for Financial Services

    Every important transaction between a financial institution and its customers requires processing documents – nothing happens without them. KnowledgeLake's document automation for financial services gives institutions a cloud-native automation hub that receives, digitizes, processes, and stores every document and every page – quickly, consistently, and securely.

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    Maximize Speed and Efficiency, Minimize Risk

    Move faster. Whether it’s approving and closing a loan, opening a new account, or responding to customers, intelligently 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.

    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 new 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.