financial services

Data Is Your Core Asset

From customer services to complete compliance, 
Fusion connects the dots.

Technology has always been a catalyst that has pushed financial services professionals to the next big thing. Now, Lucidworks Fusion transforms your big data investment into unparalleled customer service, comprehensive access to data, and complete regulatory compliance across the organization.


Banks today deal with a unique set of challenges as they navigate an ever-changing consumer landscape as well as business expectations. Search technology is at the forefront of making sense of this new world of finance.

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Insurance and Risk Management

Insurers increasingly face a constantly evolving regulatory landscape while trying to mitigate game-changing trends like cyber-risk and disruptive innovation. Search can help these organizations stay nimble and maintain growth.

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Investor Services and Wealth Management

Generational trends are changing how wealth management and investment companies interact with their customers. Your clients expect personalized advising with a multi-channel approach. Search helps account managers see the big picture - and give the best possible service.

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Every Document, Every Data Source

Fusion scales to billions of documents and files no matter where they’re stored or what file format they’re in including: financial statements, transaction records, customer support tickets, network logs, emails, PDFs, instant messages, Microsoft Office, Bloomberg Chats and Blackberry Messages. Connectors capture documents across all your servers, filesystems, databases – whether in the cloud, on the network, or on-prem.

Search Across Silos and Systems

Your customer data comes from many sources including siloed internal databases, online systems (CRM, ticketing, log activity), applications and services. Fusion can connect to data behind any source, matching CRM records with marketing activity, support tickets with purchase history, and so everybody – sales, marketing, support – has a full 360 view of every customer. Our connector framework is easily extensible to create adapters for custom endpoints for proprietary systems or other protocols.

Less Complexity, More Insight

With constant, real-time access to all the data inputs coming into and out of your organization, you also need to see that data in context for the most accurate results. Fusion includes a robust index and query framework that adds metadata at index time and as results are delivered to the end user. Filter, redact, or obfuscate personal information from search results to comply with federal, state, and industry regulations.

Full Compliance, Active Monitoring, Powerful Reporting

Fusion includes a powerful analytics and reporting engine to configure scheduled and ad hoc reports. Monitor all inbound and outbound communications channels for specific signatures and anomalies with real-time data indexing. Analyze your system logs for complete data compliance, governance, and archiving. Create organization-specific signatures using machine learning and natural language processes to detect fraud alerts and compliance anomalies. Fine-tune detection criteria using intel from analysts and other subject matter experts.

What can Fusion do for you?

Ready for enterprise search without the enterprise headache? Download Fusion and start building your first search app in minutes - or contact us today to learn more.

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