Solutions — By industry — Finance & Banking
Finance & Banking Knowledge ManagementUniversal Knowledge keeps financial data secure while ensuring easy access to the right information. Our smart search simplifies complex policies, while audit trails and revision histories help maintain compliance with ease.
Real results for your finance team
Higher customer retention
Personalised knowledge-based customer support can improve retention rates by 10-25%.
Faster onboarding & training
New employees reach full productivity 30-50% faster through centralized knowledge repositories.
Boost Innovation with past insights
Reusing financial insights and best practices increases innovation efficiency by 20-35%.
Regulatory compliance
Automated knowledge systems help reduce compliance violations by 30-50%, lowering legal costs.
Improve risk management and regulatory compliance
Knowledge Management provides a centralised storage for financial policies, compliance guidelines, and reports. All documents are subject to version control, with a flexible security model to secure access to sensitive or customer specific content. With alerts and training materials for staff on new compliance requirements, risks are significantly reduced.
Improved service delivery
Using the KPSOL knowledge management solution helps maintain consistency across different service channels. Customers can self serve safe in the knowledge that they are getting the most relevant and updated information. With a highly configurable taxonomy structure, generic content for all customers can be shared without duplication and customer specific content restricted to each customer.
Collaborate with employees more effectively
Internal forums and discussion boards for employees to share insights encourages peer-to-peer learning and expert Q&A within the organisation. With feedback in the form of rework requests and alerts for content which needs revalidation, our KM features facilitate continuous improvement and innovation in customer service.
Explore the huge range of features available, all for an unbelievable price.
View all featuresExplore our solutions: Employee Knowledge Sharing & customer service
Whether you’re a small business or a large organisation, if your team needs better ways to manage information, this is for you.
See how KPSOL can transform your business first hand
The best way to get a feel for if our knowledge management software is right for your business, is to see it in action!
Book a 10min demo