Capture What Your Experts Know
Turn institutional Knowledge into instant Expertise.
Findesk captures the expertise across your advisors, teams, and systems, curates it into a banking-specific knowledge foundation, and delivers the right guidance at the moment it matters—compressing the path from new hire to expert proficiency from months to weeks.
Turn organizational knowledge into instant expertise
Findesk's Banking Answer Engine studies your existing knowledge and delivers precise,
contextual answers, reducing dependence on tribal knowledge and lengthy document searches.
Special-Purpose intelligence builds Banking expertise into every
answer
AI Purpose-built for banking
Findesk comes with embedded Special Purpose AI trained specifically for Banking. Equipped with deeply immersive knowledge and understanding of Banking products, taxonomy and services, further fine-tuned using your own policies and data.
Get trusted answers
Findesk measures outcomes not metrics. Banking AI requires a level of reliability and accuracy that most AI systems cannot guarantee. Special Purpose AI ensures that advisors receive consistent, accurate answers every time.
Bridge the gap between expertise
Beginner to Expert instantly
Close the experience gap between new and experienced advisors. Findesk gives every advisor instant access to banking expertise, organizational knowledge, and best practices, helping new hires perform with the confidence and consistency of your most experienced teams.
Knowledge assistance
Give advisors instant, context-aware answers, unified knowledge search, and clear guidance in one workspace—helping them respond faster and with greater confidence.
Enterprise Knowledge Management ready day one
Turnkey Organizational knowledge setup
Simply drag and drop your existing knowledge base into Findesk and make your organizational knowledge instantly available for use. No complex integration required.
Works with your existing KM systems
Findesk works to complement existing core Banking landscapes, not replace them. A complete pre-integrated layer that orchestrates across fragmented traditional, modern, and multi-core environments
Full control with Sovereign Banking
Sovereign control & Privacy
Maintain full control of your organizational knowledge, with complete privacy and visibility controls built-in. Granular access controls and built-in monitoring and tracking for audit, ensures your knowledge stays risk-free.
No vendor lock-in
Maintain full control of your organizational knowledge, with complete privacy and visibility controls built-in. Granular access controls and built-in monitoring and tracking for audit, ensures your knowledge stays risk-free.
Built-in Compliance Tools
Role-based access shows employees only the information they're authorized to view, while preserving existing governance, compliance controls, and regulatory security requirements.
Track how your organizational knowledge is performing
Customizable dashboards
Track performance, resolution rates, customer satisfaction, escalations, and other KPIs through customizable dashboards built around your institution's goals.
Get actionable insights
Findesk built-in assistant, utilizes pretrained Banking expertise, to answer questions, break down metrics, trends and historical data pertaining to tracked metrics to better inform decisions and strategies.
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Enterprise Knowledge
Your hub for enterprise Knowledge Management
Seamlessly Import and connect your organizational knowledge with a platform built to leverage it. Break down information silos.
Real-time synchronization keeps your knowledge bases up-to-date across enterprise systems.
Beyond General AI
Enhanced Productivity with Special-Purpose AI
Special-Purpose Knowledge search and assist.
An AI network pretrained and immersed in expert Banking knowledge empowers your advisors by understanding and finding the exact information they need in real-time.
AI models that continuously learn on the job
Findesk Model adaptation system and built-in extensibility tools allows your AI network of models to continue to learn on your data and evolve to function with even more precision.
Answer Engine
Find all the information you need in one place
Built-in Answer engine
Generates answers not just searches for information. Understands industry-specific taxonomy and nomenclature, ensuring precise and contextually relevant results tailored for financial professionals.
Kbase Focused search
Allows users to refine searches by specific knowledge bases, ensuring that responses are highly relevant and precise.
Real-time sync
Continuously updates Answers based on updated knowledge bases, providing users with the most current and accurate information available.
KNOWLEDGE ASSIST
Instantly update client profile overviews
Banking expert answers instantly
Generates policy-aligned answers using organizational knowledge—helping advisors clarify issues and resolve requests faster with optimal policy adherence
Pull Knowledge where you work
Embedded directly into the advisor workspace, Findesk delivers clear, structured answers in the best format whether steps, bullet points, or tables, without switching between systems.
HELP CENTER
Intelligent Help center experience
Personalized Help center
Customers get fast, conversational responses backed by semantic search and banking knowledge, with step-by-step guidance for even complex service requests.
Make it your own
Customize your Help Center to fully fit your organization's branding and styling. These Virtual assistants are fully in your control, providing an impressive breadth of visual and functional customization options.
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Governance and Safety
Protect your valuable organizational knowledge
Role-based access shows employees only the information they're authorized to view, while preserving existing governance, compliance controls, and regulatory security requirements.
Granular access controls and built-in monitoring and tracking for audit, ensures your knowledge stays risk-free.
Actionable insights
Track how your knowledge assets are being leveraged
Use customizable dashboards and metrics to track and monitor how your knowledge tools are being leveraged and how effective they are at helping to resolve and assist in resolving customer problems.
Learn more about Findesk
