Financial Services

Accelerate Search & Discovery for Financial Advisors, Managers, or Clients

Deliver unified financial services brand experiences, strong security controls, effective knowledge transfer, and fast response times to exceed client and employee expectations.

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The Challenge

Financial organizations face challenges creating loyalty-building experiences, staying up-to-date with regulatory compliance, and managing growing customer data. Employees are pressured to quickly provide answers while keeping up with interactions, offerings, and regulations.

The Solution

Lucidworks addresses these issues by unifying data, providing access to the latest information and regulation changes, and ensuring secure document accessibility and collaboration. The Lucidworks Platform offers a comprehensive tech stack leveraging artificial intelligence (AI) and machine learning (ML) to deliver unparalleled search and discovery experiences.

Lucidworks powers enterprise search in financial services.


Advanced Search Capabilities with ML and AI

Say goodbye to frustrating searches that yield irrelevant or inaccurate results. Employ cutting-edge machine learning algorithms and NLP to deliver precise and relevant search results when faced with complex terms, phrases, and misspellings.


Dynamic, Personalized Ranking

Improve customer retention with superior self-resolution rates from browse and navigation elements with Smart RankTM technology. Automatically rank recalled results, facets, category pages, and navigation elements based user behavior, context, entitlement, region, and job role.


Intelligent Recommendations

Leverage the power of AI-driven recommendations to showcase personalized product suggestions, cross-sells, and upsells. By understanding customer preferences and behavior, Lucidworks enables you to drive conversion rates and increase average order values.


Seamless Integrations

Lucidworks offers seamless integrations and connectors to all important retail systems, including major retail management systems, disparate data systems, and ERPs.

Different—and Better—by Design

Lucidworks accelerates the success of Financial Services use cases in several profound ways:

  • Data unification of collective knowledge to improve self-service
  • Lucidworks enables granular security trimmings to set data permissions and accessibility on a granular level, i.e., by department, roles, user
  • The Lucidworks Platform allows clients to bring their own data science models into the platform to leverage their existing investments or utilize other models to create intelligent search and personalization solutions

  • Harness untapped company IP uncovering insights to identify subject matter experts
  • Returns answers to complex, contemporary language search queries by uncovering tactical knowledge insights from structured and unstructured data
  • Lucidworks Neural Hybrid Search is a unique search methodology that utilizes deep learning and neural networks combined with traditional lexical and semantic search techniques

Lucidworks Accolades

A Leader

Lucidworks was named a leader in the 2024 Gartner Magic Quadrant for Search & Product Discovery.

391% ROI

Forrester Total Economic Impact for Lucidworks 2023: $13.9M net present value, <6 months payback


of documents indexed for the world's biggest organizations

5 out of 10

50% of the top U.S. online retailers use Lucidworks

Customer Case Studies

Optimize Content Discovery

Learn how one of the biggest financial institutions relies on Lucidworks to serve 3 million clients and more than 15,000 employees.

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Improve the Employee Experience

Learn how Lucidworks transformed knowledge management for SAS's 9M documents and 16,000 employees.

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Find Answers Faster

Learn how Lucidworks increased the customer self-solve rate by more than 300% and saved valuable time for employees.

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Make Search A Superpower

Lucidworks uses advanced search and deep learning to make data easily accessible, helping people find what they need and discover even more. Contact us today to learn how Lucidworks can create a best-in-class experience for your customers, employees, and support agents.

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