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Financial Services

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

Deliver personalized search experiences

Lucidworks Fusion’s AI-powered solutions deliver personalized search and browse experiences to help users quickly find what they need based on their context, taste, and preferences.

Enhance security and compliance

We understand the importance of data security and compliance in the financial services industry. Our solutions are designed to keep your data secure and comply with industry regulations.

Competitive advantage

To remain competitive, financial organizations must ensure swift, secure information retrieval while ensuring robust security. Lucidworks Fusion helps financial organizations drive customer loyalty by creating secure, unified brand experiences and reducing the risks of non-compliance penalties.

For any type of finserv company

Financial Services companies that need an innovative knowledge management solution include:

  • Commercial and investment banks
  • Insurance companies
  • Credit unions
  • Brokerage firms
  • Wealth management advisory companies

Different—and Better—by Design

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

  • Data unification of collective knowledge to improve self-service
  • Fusion enables granular security trimmings to set data permissions and accessibility on a granular level, i.e., by department, roles, user
  • Lucidworks Fusion 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

Fusion Accolades

A Leader

Lucidworks was named a leader in the 2022 Gartner Magic Quadrant for Insight Engines.

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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