FINANCIAL SERVICESAI in finance solutions for banks, insurers, and investment firms.Make sense of complex information, create better customer experiences, and work more efficiently—all while keeping your sensitive data secure.
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Let’s revolutionize finance with intelligent search.
Data Mastery
Financial firms deal with enormous amounts of information daily. Without the right tools, this wealth of data can actually slow you down. Lucidworks brings AI in finance to life through solutions that help you get the most from your data.
Proactive Security
Our platform makes finding critical information effortless, while fraud detection solutions help spot unusual patterns before they become problems. We understand what matters: protecting sensitive information and making better decisions faster.
Client Excellence
Creating more personalized client experiences is essential in today's competitive landscape. That's why leading financial institutions trust our solutions with risk management with AI to keep them competitive and compliant.
Transform financial services with AI-driven efficiency and security.
AI-powered search & discovery
The right insights at the right time. Give advisors, managers, and clients quick access to financial information they’re looking for with intelligent search that understands finance terminology and relationships.
Explore Search Solutions
Seamless system integration
AI that works with your existing infrastructure. Integrate with banking systems, CRMs, and more using prebuilt connectors, enhancing workflows without costly overhauls.
Scalable AI-driven knowledge management
Faster insights, better decisions.
Organize enterprise knowledge at scale, helping teams make faster, better decisions without AI hallucinations.
Granular security & compliance controls
Protect financial data and maintain regulatory compliance. Set who sees what based on roles, encrypt sensitive information, and ensure your search aligns with regulations your business faces daily.
Risk management with AI
Spot issues before they become problems.
Use machine learning and real-time analysis to flag suspicious activity, adjust your strategy, and minimize losses.
Dynamic, personalized insights
AI-driven recommendations for each user. Deliver relevant content using AI that adapts to user behavior, job function, and intent, whether its portfolio insights for advisors or real-time updates for compliance officers.
Real examples: How financial firms put our AI to work.
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Boost Financial Advisor Productivity
Help your advisors spend less time hunting for information and more time with clients. Unify client data and provide fast access to relevant insights, so they can deliver personalized recommendations that truly fit each situation.
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Smarter Decisions With AI-powered Financial Analytics
Give your team the complete picture by analyzing client risk profiles alongside market trends to craft better investment strategies. Surface the right information at the right time to support informed decision-making.
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Reducing Compliance Complexity
Take the headache out of regulations with automated tracking that flags issues before they become problems. Stay on top of changing requirements without dedicating endless hours to manual monitoring.
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Accurate Investment & Lending Decisions
Speed up loan approvals while maintaining thorough risk assessment. Our fintech AI solutions help lenders access and analyze all relevant customer information to make sound decisions quickly.
“It became very important for us to focus on the content once, because that’s where the human capital is utilized. Where that content is rendered really doesn’t matter because all those channels can be automated.”
Marc Dipendra Malhotra, Head of Analytics, Intelligence, and Data Technologies, Morgan Stanley
Forrester's Total Economic Impact study found that companies using Lucidworks achieve a 391% ROI within three years, with payback beginning in less than six months.
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Morgan Stanley uses Lucidworks to analyze client behavior and automatically suggest next best actions for 15,000 financial advisors serving 3 million clients, dramatically reducing research time and increasing personalized engagement.
See How AI Can Help
Lucidworks AI-powered search platform transformed this life insurance company's employee portal, empowering 26,000 representatives to better serve customers instantly.
Discover Better Internal SearchExpert Services
We're with you every step of the way.
We support you through every part of your journey, a distinctive advantage of working with Lucidworks. Our global expert teams advise in search and digital program design, relevance improvement and optimization, B2B and B2C ROI, and full lifecycle implementation and support. Technology is essential, but so are the people who partner with you for your success.
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