Intelligent Automation for Financial Services

Manage financial documents in the cloud to increase customer service, reduce costs, speed processes, and drive new revenue.

Revolutionize Your Financial Services Organization

The financial services industry generates and receives millions of pieces of content a day, ranging from account applications and government forms to contracts, client correspondence, customer documentation, and more⁠—making financial content storage a challenge for most organizations. The KnowledgeLake platform efficiently consolidates all of your paper and electronic financial documents so your organization can deliver exceptional customer service and meet regulatory compliance while reducing costs and ensuring compliance.

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THE BENEFITS OF USING KNOWLEDGELAKE FOR FINANCIAL SERVICES

Consolidate Content

The KnowledgeLake platform provides fast and easy content capture, automatic classification, and tagging of financial, legal, contractual, and regulatory documents. KnowledgeLake integrates your content with your current business system; employees do not have to leave their familiar line-of-business applications to access the financial documents needed to make decisions. Easy-to-use search functions—configured by end users—allow customer service representatives to find the right documents at the right time, increasing first-call resolutions and customer satisfaction.

Speed Up Back-Office Processes

Experience faster and more efficient and reliable business outcomes when you automate financial content services and simplify your document-intensive processes. By automating financial content-driven processes with the KnowledgeLake platform, your financial services institution can reap the full benefits of streamlined, consistent, and reliable business processes that boost staff productivity and ensure regulatory compliance in an ever-changing industry.

Drive New Revenue

In the intensely competitive financial industry, institutions that put forth the effort to effectively consolidate customer and operational information will gain a competitive advantage. When your business's critical financial content is easily accessible, employees will spend less time searching for information and more time with your most important audience: the customer.  In turn, employees can increase cross-sell and upsell opportunities and customer loyalty.

Reduce Costs

The industry-leading KnowledgeLake platform takes the hassle out of paperwork and provides a lower cost of ownership and a higher return on investment than competitive offerings. With our help, you and others in your financial services institution will spend less time finding information and more time delivering great financial services and products to your customers.

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 also improving employee efficiency. "

Kelly Bressette, Senior Vice President, Middlesex Savings Bank

Document Management Solutions for Loan Processing

Download this white paper to learn the steps and best practices for implementing a solution that allows you to realize continuous advantages such as:

Cut the costs of doing business

Reduce the cost of paper, extra labor, storage, mailing, and any necessary physical transportation that it typically takes to complete loans processing.

Speed up processing time

Condense processing time, reducing the approval process so closing rates are quicker, giving the organization an advantage over the competition.

Locate your documents quicker and more easily

Enhance search and retrieval of important documents to allow employees to focus on more important tasks—like strengthening client relationships. This translates to repeat business, too.

What can you do with the KnowledgeLake Platform?

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Solve your organizations most important content challenges with the opportunity to try the KnowledgeLake platform for yourself. Some of the tech you'll get to try:

  • Automatic classification and tagging of documents with our machine learning technology
  • Connect and integrate your systems with our robotic process automation
  • The ability to search for your documents based on data, all from one system
  • Indexing data and uploading documents right from the Microsoft Outlook and Office applications you use every day
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Solve your organizations most important content challenges with the opportunity to try the KnowledgeLake platform for yourself. Some of the tech you'll get to try:

  • Automatic classification and tagging of documents with our machine learning technology
  • Connect and integrate your systems with our robotic process automation
  • The ability to search for your documents based on data, all from one system
  • Indexing data and uploading documents right from the Microsoft Outlook and Office applications you use everyday

Want to try it for yourself?

The KnowledgeLake Platform helps automate other processes such as:

EMPLOYEE ONBOARDING

Spend more time managing your employees, not their paperwork.

BATCH ACCOUNTS PAYABLE

We specialize in leveraging Microsoft for accounts payable processing and archiving.

EXPLORE THE TECHNOLOGY

Learn how the different KnowledgeLake services create an extensible cloud platform.

GET IN TOUCH

Ready to discuss your content management challenges?