Knowledge Assistant | The AI Workplace for Banking

Where Work Gets Done

Banking work is complex. Policies, regulations, contracts and customer communication. All of it needs to be precise, compliant, and clear. Knowledge Assistant is where your team actually gets that work done.

SUMMARIZE long compliance docs, regulatory filings, or technical logs into clear takeaways

REFRAME policies, contracts, or rules into language employees and customers understand

LOCATE the exact form, file, or template when you need it

COMPARE contracts, policies, or procedures side by side with risks and exceptions highlighted

DRAFT emails, reports, training content, or campaign copy in seconds

GUIDE employees through complex workflows with natural Q&A

DECIDE faster with compliant, institution-backed guidance every step of the way

MANAGE the full knowledge lifecycle from drafting to versioning all in one place

The Knowledge Assistant transforms how banking work gets produced, communicated, and delivered, all in one secure AI workspace.

Built for the work that matters most

Knowledge Assistant equips every team with a secure AI workspace to work faster, more accurately, and with less friction. In banking, every second matters so employees need more than information. They need to act with clarity and confidence. Knowledge Assistant makes that possible.

Accelerate onboarding
Cut training time from months to weeks

Ensure compliance
All employees work from consistent, auditable information

Reduce turnover
Eliminate confusion & dead ends that drive attrition

Unlock productivity
Free up teams to focus on higher-value initiatives

Workflows for Every
Team in Your Institution

From frontline to back office, Knowledge Assistant adapts to the way each team works:

Call Center and Branch Rep

Handle time drops, customer confidence rises.

Clarify account freeze policies with natural Q&A
Locate the required form instantly
Draft a clear, customer-facing email in seconds

IT Specialist

Downtime minimized, records standardized.

Compare error codes & past incident fixes side by side
Summarize technical documentation into a clean resolution guide
Draft an incident report that’s consistent and compliant

HR & Training

Onboarding is faster, employees are confident, HR saves hours.

Summarize dense documents into digestible takeaways
Reframe vacation or benefits policies into employee-friendly language
Streamline employee onboarding workflows

Loan Officer

Applications move forward faster, without compliance risk.

Clarify regulatory requirements for mortgage or loan workflows
Locate required forms, checklists, or templates
Draft outreach emails or approval notices tailored to borrowers

Insurance Agent

Build trust, maintain compliance.

Summarize policy coverage and exceptions for claims
Reframe legalistic text into plain-language client explanations
Draft accurate, reassuring communications for policyholders

Risk & Vendor Manager

Vendor reviews are quicker, more transparent, and auditable.

Compare contracts or vendor agreements side by side
Summarize obligations and highlight risk areas
Draft executive memos for faster decision-making

Marketing Team Member

Campaigns launch faster, messaging stays accurate.

Summarize product release notes into key updates
Reframe technical details into campaign-ready messaging
Draft emails, blogs, or social aligned with brand voice

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

“Knowledge Assistant lets agents get instant answers, no bottlenecks, no guessing, no document scavenger hunts. Knowledge is unlocked and at their fingertips, boosting accuracy, efficiency, and first-call resolution.”

Steve Goodwine

Vice President, Head of Contact Center at HVCU

“The product wowed us, and honestly, the team sealed the deal. When we had questions or ran into issues during testing, support was fast and thorough. That gave us the confidence to go all-in.”

Zach Saunders

Director of Retail Operations and Training at First Heritage Credit Union

“Knowledge Assistant was exactly what we didn’t know we needed.”

Steven Word

Vice President of Banking Products & Integration at Farmers Bank and Trust.

“Our team servicing customers needs answers fast. Traditional search and training just weren’t delivering responses quickly enough. Knowledge Assistant allows them to search the way they naturally think and get accurate results instantly."

Kerri Bastien

FVP, Retail Delivery Officer at Ion Bank

Feature Highlights That Fuel Growth

Knowledge Chat

Ask questions naturally, clarify, compare results, and keep the conversation going until decisions are made.

Knowledge Workshop

A safe, auditable space for all AI productivity. Employees can reframe writing, summarize documents, explain topics, and handle ad-hoc tasks all without compliance risk.

Knowledge Finder

Instantly surface the right forms, templates, or policies without wasting hours searching.

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.

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.

Fast, Flexible and Secure

Deploy in weeks, integrate with your existing systems, and trust that every answer is source-backed, compliant, and secure.

The AI workplace companion for financial services.

Where Work Gets Done

Built for the work that matters most