Data Doesn't Drive Finance.

Financial institutions drown in data. It overwhelms employees who waste their time finding, cleaning, and collating data. Decisions require information and insights. Use Sinequa to ingest and understand data from any system or format. This frees your employees to apply their skills and expertise.

  • Save employee time
  • Provide better customer experiences

Finding and interpreting all this data steals employee time and overloads them with manual work. Give employees a platform that automates data understanding so they can focus their skills to help customers, make better decisions, and think innovatively.

Enterprise Search for Financial Services.

One View Across Many Systems

Sinequa’s enterprise search platform helps leading financial institutions create 360° views of customers, portfolios, investment targets, contracts, financial performance, and any other subject linked to their business. They can do so across all business units – from banking to insurance, leasing, property management, asset management, and beyond.

Sinequa software creates one view across many systems and silos. Any system, any format. This means you get the view you need. Enjoy a 360-degree view of customers, claims, deals, products, risks, deals, and trades,

Financial Institutions Use Sinequa Enterprise Search to:

  • Automate the understanding of data and documents
  • Create unified views of customers, contracts, deals, investments, and risks
  • Detect and investigate financial crimes
  • Accelerate answers to customer service questions
  • Increase sales and marketing productivity
Financial Services

Download the industry brochure

Download our financial services brochure and learn how to turn your data into intelligence

Discover what Sinequa can do for your business.

Schedule a personalized demo to show how Sinequa can benefit your organization

Related documents.

All the Alphas: Searching for Success in Active Investment Management

All the Alphas: Searching for Success in Active Investment Management

The active investment management industry exists to generate above-market returns, called investment alpha. With passive index managers plundering assets from active managers, this approach isn't sustainable. Active investment managers need to surface the value of data inside their firms. Silo'ed and scattered data hides untapped value. Delivering exceptional performance (alpha) across functions, such as distribution, service, and transformation creates enduring competitive advantage.

How Financial Services Organizations Put Their Content To Work

How Financial Services Organizations Put Their Content To Work

Financial services organizations depend on fast, secure knowledge discovery to meet rising client expectations, drive greater efficiency in the workforce, and stay competitive. At the end of the day, time is money, and knowledge is power. It’s time to put your company knowledge to work with Enterprise Search.

©2023 Sinequa. All rights reserved | Privacy policy | Consent choices | Accessibility Statement