Internal Knowledge Assistants for Banking: give your team instant answers from internal docs.
Internal Knowledge Assistants set up for banking, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- QuestionSomeone needs an answer from the data
- AgentSearch wikis, drives and tickets
- In your toolsAnswer with citations
- DoneRespect access permissions
THE PROBLEM IN BANKING
Teams in banking lose hours and revenue to work that internal knowledge assistants can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR BANKING
- Search wikis, drives and tickets
- Answer with citations
- Respect access permissions
- Onboard new hires faster
- Live in Slack or Teams
- Get better as your docs grow
WORKS WITH YOUR STACK
- Salesforce
- Twilio
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Salesforce and Twilio, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: compliant.
What teams in banking say
“Our analysts got back 12 hours a week each. That's the headline. What won my team over is how the internal knowledge assistant handles the odd cases: it hands them to a person with full notes instead of guessing.”
“Nobody owned balance and transaction questions, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. First replies went from 9 hours to under a minute. Next up is card and dispute intake.”
“We were about to hire someone to answer with citations. The internal knowledge assistant does it for a fraction of the salary. Two months in, we cover three times as many accounts with the same team. That hire never happened, and nobody misses it.”