Empower Your Team. Unlock Growth.

Radically improve the employee experience, and your bottom line. Every second matters in a financial institution. When your staff spends less time searching for answers, they have more time to connect, cross-sell, and build customer loyalty.

Request a Demo
$2,400
Average yearly value saved per user
12x ROI
Measurable return on investment

Why Employee Experience Comes First

A better customer experience starts with a more confident employee. When your staff feels supported and efficient, they build deeper relationships and sell with ease.

Reduce employee frustration and churn

Shorten onboarding from months to weeks

Equip new hires with the same answers as your tenured pros

Turn complex questions into simple conversations

Free up staff time to focus on upselling and relationship-building

Built for Your Whole Organization

From frontline to back office, Knowledge Assistant empowers every team with instant, trusted answers.

Call Center & Branch Teams

Instantly access relevant answers, reducing handle time and improving customer experience by avoiding holds.

IT & Technical Support

Get accurate answers in seconds, cutting downtime and boosting response speed. Insights from searches help optimize support.

HR & Training

Simplify onboarding with instant info access, reducing time-to-productivity and improving retention.

Loan Officers

Navigate compliance and procedures in seconds with precise, source-backed answers, speeding up application and approval workflows.

Vendor & Risk Management

Compare vendor policies, contracts and performance data to support informed decisions and risk assessments.

Marketing Teams

Find internal documentation, product updates, client quotes and source material fast to speed up campaign copy and improve accuracy.

What End Users Are Saying

Hear directly from the employees using Knowledge Assistant every day
79%
saw the value right away
78%
find answers faster
than before
76%
spend less time searching
76%
say quick access
makes job easier
"I am so happy with it. I have been able to control my calls and move through calls more efficiently because of this tool."
Call Center Agent
"It has been great for lending questions."
Loan Officer
"This tool is incredibly useful and I'm glad I have the chance to work with it."
Customer Service Representative
"Absolutely love being able to search for a quick answer when I have a customer waiting."
Branch Teller

How It Works

Simple, fast, and effective knowledge access
1

Ask a Question

An employee needs an answer fast. Instead of escalating or digging through documents, the employee asks Knowledge Assistant.

2

AI Finds It (No Cleanup Required)

Knowledge Assistant searches across your knowledge, folders and even messy intranet content.

3

Get One Clear Answer

Knowledge Assistant delivers a precise answer, procedure, policy or step-by-step guide, cited down to the paragraph.

4

Receive Ongoing Guidance

Knowledge Assistant suggests helpful follow-up questions, reducing learning curves and breaking down departmental silos.

5

Unlock Actionable Insights

Analyze trends, track effectiveness and discover knowledge gaps automatically.

Feature Highlights That Fuel Growth

Smart Assessment

Automatically flag outdated, redundant or missing content with built-in assessment tools that compare your knowledge base to real-world queries, no manual audit needed.

Knowledge Management Studio

Manage the full knowledge lifecycle, from drafting to versioning, in one place. Update once and see changes reflected instantly across all your AI agents, driving faster collaboration, consistent answers, and seamless control.

Conversational Search

Ask, clarify and follow up naturally, no need to rephrase. Understands context and delivers precise answers, fast.

Fast, Flexible and Secure

Deploy in weeks. Works with your current setup, supports multiple formats and always cites sources for trust.

Control Every Response

Priority Workflows let you define how the AI should interpret specific user questions and guide responses where precision is needed, so you can fill knowledge gaps, enforce consistent answers, and eliminate guesswork.

Real Success Stories from Real Organizations

See how financial institutions like yours are transforming their operations and member experience with Knowledge Assistant.