Enterprise Search for Financial Services.
Financial workflows without waste.
Too much data slows financial workflows. Employees waste hours grinding data into useful information. And all too often, the result is not enough information, and even fewer insights. All of this takes time from serving customers and making decisions.
Sinequa’s software uses artificial intelligence to make relevant information and insights findable inside and outside your company.
Our platform works across many use cases. It helps:
- Financial salespeople build pitches faster.
- Customer service agents answer questions quicker.
- Branch bankers see unified and complete views of customers.
- Wealth advisors create investment insights for clients.
Challenges
Does your financial institution need help to:
- Discover insights, despite exploding data volume and variety that is siloed, and scattered.
- Stop wasting hours of employee time searching for information every day.
- Spend more time creating insights and less time refining raw data into information.
- Find value in unstructured data that is currently being left unmined.
- Leverage investments in legacy systems to solve data problems.
Transforming Financial Organizations with Enterprise Search.
How Sinequa helps Financial Services Organizations Unlock the Potential of their Data. Discover many ways in which Sinequa’s AI-Powered Search & Analytics platform can help your organization.
Trusted by major financial institutions
Customer success story.
A leading active investment manager needed to speed up their sales and service workflows. With 15,000 fund fact sheets produced every month, finding information for sales pitches and customer queries could take hours, or even days. These delays damaged the client's experience.
With Sinequa’s insights engine, our customers can now answer simple and complex investor questions faster. And they have a platform to go beyond service and sales. Future use cases include investment research, technology and operations, and M&A. We call this multi-use-case approach for investment managers, All the Alphas.
