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What is Banking Knowledge Management
8+ hours saved per week.
Context
Outcomes and ROI for Banking Teams
Most enterprise AI deliver simple answers and basic automations. Coworker can do complex work because it has deep context on your company.
Time Savings And Efficiency
Teams cut 8 to 10 hours per week by reducing redundant searches and interruptions. Faster access to client history and precedent intelligence turns slow, fragmented research into concise briefings ready for action.
Productivity And Velocity
Front line teams increase velocity by roughly 14 percent from having instant access to both documents and undocumented expertise. You spend fewer cycles reassembling context and more time executing client work that drives revenue.
Organizations report savings that scale into hundreds of thousands of dollars, with example benchmarks near seven hundred fifty thousand per one hundred employees in reduced overhead and fewer escalation delays. Savings come from fewer expert interruptions and faster client resolution.
Before And After Example
Before implementation your team pieces together client history from scattered notes, systems, and hallway conversations. After Coworker you open a single search and get policy, relevant past cases, and the expert reasoning that produced the successful outcome.
What Coworker can do
How it Works
Connect Your Apps And Data
Coworker connects your historical data across 40 plus enterprise apps with no custom coding required. Setup typically completes in under one day so you begin building organizational memory quickly without managing heavy migration projects.
Security and Compliance
Most enterprise AI deliver simple answers and basic automations. Coworker can do complex work because it has deep context on your company.
Certifications And Audit Posture
Coworker meets SOC 2 Type 2 certification and is GDPR compliant with CASA Tier 2 verification. Third party audits have validated controls across a broad set of tests so legal and security teams can review formal evidence.
Data Handling And Privacy
Data does not leave your cloud unless you explicitly permit it and Coworker never trains models on your raw data. You maintain control with end to end encryption and audit logs that show who accessed what and when.
Access Controls And Role Based Permissions
Coworker respects your existing permission model and does not elevate access by default. Role based access and logging provide the governance needed to use organizational memory in regulated processes.
Features and Integrations
Why Our Customers Love Us
Client Context Alongside Procedures
Coworker surfaces client relationship history and preferences alongside policy and process documents. When preparing client recommendations you see the procedural steps and the client specific context that influences which approach will work best.
Precedent Intelligence From Institutional History
Search returns past cases that match your current situation, showing what strategies succeeded and why. That precedent intelligence removes guesswork and speeds decision making by exposing practical outcomes not captured in templates.
Capture Expert Knowledge Without Extra Work
Coworker captures expert insights from conversations and project work so practitioners do not need to pause to document every nuance. That reduces interruptions to senior experts and preserves institutional wisdom automatically.
Explore KMS use cases:
What people say
Customers love Coworker.
Getting Started
Setup in minutes.
Save hours.
It takes less than 1 day to get up and running with Coworker.
FAQ
Frequently Asked Questions
What Does Banking Knowledge Management Look Like With Coworker
How Quickly Can We Deploy Banking Knowledge Management
Typical setup finishes in under one day and connects 40 plus apps without custom code. Coworker indexes historical data into OM1 quickly so your team can run meaningful searches and start reducing search time within days.
