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.
request a demoThe 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
Trillions
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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