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.

Let’s look at how Sinequa can help your financial institution

Related documents.

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All the Alphas: Searching for Success in Active Investment Management

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Transforming Financial Organizations with an Information-Driven Approach

Transforming Financial Organizations with an Information-Driven Approach

Information-Driven financial service organizations leverage Sinequa technology to surface actionable information across all business functions – including customer service, risk management, investment banking, regulatory compliance, and asset management - in context to provide insights, inform decisions, and elevate productivity.

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