Findesk - Knowledge Base

Enjoy a zero disruption approach to knowledge management for banking

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Transform how your organization manages information with intelligent search

Synchronize knowledge across your enterprise dashboards and service portals

Understands exactly what you are looking for using special purpose models that understand banking specific terminologies with correct context

Set up dynamic role-based access controls for multiple lines of business according to their individual requirements

chevron_left Content organization Semantic Search Content Authoring Public Kbase Knowledge Assist Knowledge Analytics Compliance Security chevron_right

Content organization

Easily import and categorize content from existing knowledge systems at scale across the enterprise.

Delegate administration safely across multiple lines of business using granular, role-based access controls for full oversight and accountability.

Generate precise, context-aware answers, ensuring the right information reaches the right channel at the right moment.

Maintain content structure, relevance, and consistency

Semantic Search

Findesk generates accurate answers and surfaces relevant articles by understanding intent and context

The Answer Engine is purpose-built with banking taxonomy and industry-specific intelligence to ensure precise, relevant responses.

Findesk understands words with multiple meanings and applies the correct context terminologies used by different teams and businesses.

Does not require exact terminology to hit searches

Content Authoring

Any update to knowledge articles automatically propagates to the Answer Engine and Help Center

Findesk applies AI-generated tagging and automated summaries to every article

Built-in approval workflows, hierarchical controls, document creation processes, and versioning ensure knowledge remains accurate, auditable, and compliant

Real-time synchronization keeps knowledge fresh

Public Kbase

Search suggestions and interactive walkthroughs help customers find answers faster—reducing friction and support volume.

Tag-based filtering and featured FAQs ensure the most relevant articles are surfaced directly on the Help Center landing page.

Design and customize customer-facing portals without code—maintaining brand consistency while delivering a seamless self-service experience.

Efficient search guidance for customer journeys

Knowledge Assist

Findesk prepares perfectly written, context-aware responses during live interactions

Product details, policies, and procedures are accessible from a single, integrated search interface within the advisor workspace

Responses are generated with intelligent formatting—using bullet points, headings, and tables where appropriate

Advisors communicate clearly, confidently, and consistently

Knowledge Analytics

Customizable dashboards provide real-time monitoring and reporting across the Help Center and Answer Engine

Historical data and usage trends reveal knowledge gaps and emerging needs

Built-in customer feedback captures response effectiveness to continuously optimize answer quality.

Delivering oversight visibility into knowledge performance

Compliance

Articles are automatically flagged for review and expiration—ensuring content stays current, accurate, and compliant at all times.

Every document creation and update is tracked with clear ownership and timestamps—supporting accountability and regulatory audits.

All previous article versions are cataloged and recoverable—allowing teams to quickly restore trusted content when needed.

Reduce escalation by maintaining self-service quality

Security

All personally identifiable information is intelligently masked—ensuring privacy and compliance across every interaction and workflow.

Sensitive data is protected by clearance-based controls, and need-to-know virtual barriers preventing access by users without the appropriate authority

Delivering oversight visibility into knowledge performance

Automatically condense detailed responses into concise, clear summaries.

Retrieves information by understanding the meaning and context of queries, not just matching keywords.

AI reviews live interactions for instant feedback.

Identify and recommend topics of high user engagement to recommend to others.

Allows teams to collaborate on content, including reviewing, approving, and publishing it.

Users will only see (and get AI answers from) content that they already have permission to see.

Keep articles or localized article categories and sections as they are within your system

Allows teams to collaborate on content, including reviewing, approving, and publishing it.

Import articles or localized article categories and sections from previous Kbases effortlessly.

Quickly revisit recent searches for faster access to key information.

Filter search results by specific knowledge bases for precise answers.

Save important articles for easy future reference.

Audit changes and access previous versions of content.

Support for videos, images, and audio to enrich knowledge articles.

Customize layout and styling for clear, structured information.

Centralized, searchable hub for all support content.

Organize articles by categories and tags for easier navigation.

Tailor the look and feel to match your institution's identity.

Monitor content usage and customer satisfaction of content over time.

Capture user ratings and comments to improve content quality.

Gain insights into trends, gaps, and optimization opportunities.