Skip to content
314.898.0500
Contact Us
    Contact Us
      KL Hero_Financial Institutions

      AI Powered Synthetic Labor for Financial Services

      Amplify productivity, reduce operational costs, and provide a seamless customer experience with scalable Synthetic Labor™.

      Schedule a Conversation Free Trial
      shutterstock_2021639264

      Deliver a Better Customer Experience

      Win and retain more customers when you're able to provide a more seamless, personalized experience every time. 

      Our AI-powered enterprise automation platform combines Adaptive IDP, Intelligent RPA, Workflow Automation, and Content Management in one easy-to-use, low-cost interface that improves key workflows like account opening and loan processing, enabling your team to provide faster and more accurate customer service. 

       Learn More

      Key Features

      KnowledgeLake improves the way you operate, innovate, and compete.

      A Digital Customer Experience
      Automate Everyday Workflows
      Instant Document Access
      Compliance-Friendly Setup

      A Digital Customer Experience

      KnowledgeLake establishes a consistent, transparent, and easy-to-use method for requesting and processing customer documents, which in turn speeds up transactions.

      KnowledgeLake's Customer Experience Portal and Instant Pro-Forms allow customers and external users to easily participate in a workflow (such as loan processing or account opening), providing them with easy access to information, personalized interactions, self-service options, and streamlined communication.

      Learn more

      Enhance Everyday Workflows

      Automate the classification and extraction of information from documents and integrate them into downstream systems, reducing the everyday burden on your employees. Empower your teams and departments to spend more time on higher value functions for your customers and the organization.

      Instant Document Access

      KnowledgeLake gives your team instant access to any document, directly from within any of your business applications. This streamlines the employee experience, making document retrieval a breeze and providing a much easier way to repurpose data and get things done. 

      Compliance-Friendly Setup

      Embedding business rules within systems infrastructure ensures consistency and vastly improved compliance. Methodically process documents and produce them on demand, reducing your risk and easing the burden of regulatory audits.

      Speed Loan Processing

      Automate the capture and flow of customer data from loan application to close. KnowledgeLake works with your existing technology for faster, high-volume loan processing.

       Learn More
      shutterstock_262840013

      Never Sweat Compliance Again

      Track and control everything through the entire document lifecycle with fully integrated Content Management. Our Intelligent Access enables a greater level of information governance that eliminates audit and regulatory headaches.  

       Learn More

      “We are now able to provide customer service that is second to none. We can quickly access information and no longer have to put customers on hold or call them back. This makes Lake Elmo Bank the best community bank around while maintaining our tradition of personal service.”

      Kathy J. | Assistant Vice President & Operations Manager, Lake Elmo Bank

      "Using KnowledgeLake and SharePoint, our employees have instant access to documents. It allows our employees and our processes to be much more efficient."

      Anonymous | Director of Information Technology

      "KnowledgeLake enhances record control to streamline compliance with federal, state, and industry regulations. It is reducing our storage, paper, and mailing needs, and it’s also improving employee efficiency."

      Anonymous | Senior Vice President

      “KnowledgeLake fits seamlessly in our environment, and leveraging Microsoft technology with KnowledgeLake gives us a solution that can grow with our business.”

      Shawn C. | Director of Information Technology, Tradition Capital Bank

      "KnowledgeLake has really streamlined our audit process. We have a tremendous amount of documentation and auditors need certain documentation pulled very quickly. The time savings with KnowledgeLake has been instrumental in helping us transform a time-consuming process into a more efficient one.”

      Kathy J. | Assistant Vice President & Operations Manager, Lake Elmo Bank

      "We have found the KnowledgeLake systems to be very reliable and the support to be extremely responsive ... KnowledgeLake’s Cloud and API offering show they are committed to improving and establishing themselves as our go-forward partner."

      Matt D. | Avanto

      Work With KnowledgeLake

      Enable your team to provide better customer experiences when you optimize workflows.

      Contact Us