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Financial Services

Accelerate Financial Operations with Intelligent Search

Empower your banking, insurance, and fintech teams with AI-powered search across regulatory documents, customer data, and financial intelligence while ensuring compliance and security.

Financial Services Platform
75%
Faster Regulatory Research
60%
Accelerated KYC Processing
85%
Improved Audit Efficiency
70%
Reduced Risk Assessment Time

Streamline Financial Operations and Ensure Compliance

From regulatory compliance to customer onboarding, Fyndo helps financial institutions operate efficiently while meeting stringent regulatory requirements.

Regulatory Compliance & Policy Management

Search internal policies, compliance reports, and regulatory documentation with automated updates and audit trails for SOX, GDPR, and financial regulations.

Compliance assurance
Audit preparation
Regulatory updates

KYC & Customer Due Diligence

Instantly retrieve KYC forms, customer profiles, transaction histories, and due diligence reports with comprehensive risk assessment capabilities.

Faster KYC processing
Risk assessment
Customer insights

Financial Analysis & Reporting

Access financial reports, market analysis, credit assessments, and investment research with AI-powered insights and trend analysis.

Market intelligence
Risk analysis
Investment insights

Employee Training & Knowledge Management

Train analysts and relationship managers with automated document workflows, compliance training materials, and institutional knowledge access.

Faster onboarding
Compliance training
Knowledge retention

Built for Financial Services Excellence

Specialized features designed for the unique requirements of banks, insurers, and fintech companies with enterprise-grade security and regulatory compliance.

Regulatory Intelligence

Stay ahead of regulatory changes with AI-powered monitoring of compliance requirements, policy updates, and regulatory filing deadlines.

Risk Assessment Analytics

Advanced analytics for credit risk, market risk, and operational risk assessment with real-time monitoring and alerting capabilities.

Secure Data Access

Bank-grade security with role-based access controls, encryption, and comprehensive audit logging to protect sensitive financial data.

Customer 360 View

Unified customer profiles combining account information, transaction history, risk assessments, and interaction records.

Seamless Integration with Financial Systems

Connect with core banking systems, CRM platforms, and compliance tools your financial services teams use every day.

Salesforce
Salesforce
Outlook
Outlook
Microsoft Teams
Microsoft Teams
SharePoint
SharePoint
ServiceNow
ServiceNow
Confluence
Confluence