Connect the digital thread with the best AI-powered search for manufacturers Watch the demo

Book a demo

Home / Industries / Financial Services

AI-Powered Search for Financial Services

Time is money. Invest in your people.

Transform how your workforce surfaces fast, relevant, and actionable insights across your firm.

Watch a demo Talk to an expert

AI-Powered Workplace Search

Sinequa’s Workplace Search helps leading financial organizations equip employees with a single, secure entry point to relevant knowledge and expertise.

Explore the product

AI-Powered Search for Asset Management

Help asset and wealth managers save time, improve client outcomes, and give your firm a competitive edge with AI-powered search.

Learn more

Want to see it in action?

Watch the demo

Competitive finance firms know this: You can’t get ahead if mountains of data are holding you back.

Sinequa helps leading firms connect their employees to business-critical knowledge and expertise – right when they need it. Accelerate innovation, achieve operational excellence, and improve the overall client experience as you turn data into insights, and insights into impact.

Streamline workflows, maximize efficiency

Accelerate informed and accurate decision-making by helping employees work 30% faster.

Learn more

Protect your data

Enterprise-grade security minimizes compliance risk and keeps client data secure.

Learn more

Don't just take our word for it

We started to envision the opportunity to create a platform that really could answer not just a simple query but would drive all company efficiency, operational efficiency from a global enterprise perspective.

Aimee Bourke Foster, Vice President - IAS Institutional Channel, Franklin Templeton Investments

Trusted by leading organizations around the world

Learn more

Proven Benefits

Improve client satisfaction

Improve responsiveness and boost customer satisfaction by 25%, now that client documents are easily findable.

Increase employee engagement

Employees who are more informed are more engaged, and it's easy to stay informed when all your content is searchable from one place.

Minimize operational risks

Visibility into relevant documentation to ensure compliance, reduce delays, and eliminate duplication of work.

$0M

in savings thanks to improved operational efficiency

Increase in employee retention

more effective at closing new business