Skip to content
Contact Us
    KL Hero_Financial Institutions

    Enterprise Automation for Financial Services

    Amplify productivity, reduce operational costs, and provide a seamless customer experience with scalable digital labor.

    Schedule a Conversation

    Deliver A Better Customer Experience

    Win and retain more customers when you're able to provide a more seamless, personalized experience every time. 

    Our Intuitive AI-powered enterprise automation platform combines Adaptive IDP, Intelligent RPA, Workflow Automation, and Content Management in one easy-to-use, low-cost interface that improves key workflows like account opening and loan processing, enabling your team to provide faster and more accurate customer service. 

    Learn More

    Key Features

    KnowledgeLake improves 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.

    Learn More

    Never Sweat Compliance Again

    Track and control everything through the entire document lifecycle with fully integrated Content Management. Our Intelligent Access enables a greater level of information governance that eliminates audit and regulatory headaches.  

    Learn More

    "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

    Enable your team to provide better customer experiences when you optimize workflows.