Coworker.ai
Coworker.ai
Make institutional expertise searchable
Banking Knowledge Management That Delivers Institutional Intelligence
Banking Knowledge Management That Delivers Institutional Intelligence
Coworker.ai
Coworker.ai
Make institutional expertise searchable
Banking Knowledge Management That Delivers Institutional Intelligence
Powered by OM1
What is Banking Knowledge Management
8+ hours saved per week.
How we see Banking Knowledge Management
How we see Banking Knowledge Management
Banking Knowledge Management combines formal documentation with institutional intelligence such as client relationship history, regulatory interpretations, and precedent outcomes. Coworker treats knowledge as living context so teams find not only policies but also why a specific approach worked in past cases.
Banking Knowledge Management combines formal documentation with institutional intelligence such as client relationship history, regulatory interpretations, and precedent outcomes. Coworker treats knowledge as living context so teams find not only policies but also why a specific approach worked in past cases.
Instant Customer Context.
Get the complete customer story in 15 seconds—not 15 minutes of digging through systems. Our OM1 AI connects every touchpoint from sales promises to engineering blockers to support escalations.
Why Traditional Systems Fall Short
Traditional knowledge bases store explicit documents but miss tacit expertise and client nuance that drive real outcomes. Coworker fills this gap by capturing expert insights from conversations and projects without forcing manual documentation or interrupting colleagues.
Predictive Churn Intelligence
Coworker continuously monitors the signals traditional CS platforms can't see: engineering conversations about your customer's implementation, sales discussions about renewals, support sentiment analysis, product engagement patterns, and cross-departmental communications.
How Coworker Approaches Knowledge Differently
How Coworker Approaches Knowledge Differently
Coworker builds OM1, an organizational memory that tracks over 120 parameters across clients, cases, and decisions. That memory links documented procedures to precedent intelligence and client context so answers account for real world banking variables.
Seamless Connector Sync
Coworker doesn't replace your CS stack—it makes Salesforce, HubSpot, and Zendesk exponentially smarter. Our platform connects via secure APIs to 50+ business applications including Slack, Jira, Google Workspace, GitHub, Intercom, Snowflake, and product analytics tools, feeding your existing CS workflows the cross-departmental intelligence they can't access on their own.
Practical Banking Use Cases
Practical Banking Use Cases
Use Coworker to prepare for client meetings with complete relationship context, to surface precedent strategies for complex transactions, and to align compliance interpretation with operational decisions. Teams get both policy text and the experienced rationale that made past solutions succeed.
Seamless Connector Sync
Coworker doesn't replace your CS stack—it makes Salesforce, HubSpot, and Zendesk exponentially smarter. Our platform connects via secure APIs to 50+ business applications including Slack, Jira, Google Workspace, GitHub, Intercom, Snowflake, and product analytics tools, feeding your existing CS workflows the cross-departmental intelligence they can't access on their own.
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.
Cost Avoidance And Scale
Where Organizational Memory
Matters
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
Coworker AI isn’t just another AI tool—it’s your smartest teammate. Ask it to answer tough questions, plan projects, or automate tasks across 25+ tools like Slack, Jira, and GitHub. This is AI that gets your business.
Coworker AI isn’t just another AI tool—it’s your smartest teammate. Ask it to answer tough questions, plan projects, or automate tasks across 25+ tools like Slack, Jira, and GitHub. This is AI that gets your business.
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.
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.
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.
Generate Organizational Memory OM1
OM1 indexes records across clients, cases, and projects and tracks over 120 dimensions in real time. That living memory links explicit documents to tacit expertise so searches return contextual answers rather than isolated files.
Generate Organizational Memory OM1
OM1 indexes records across clients, cases, and projects and tracks over 120 dimensions in real time. That living memory links explicit documents to tacit expertise so searches return contextual answers rather than isolated files.
Generate Organizational Memory OM1
OM1 indexes records across clients, cases, and projects and tracks over 120 dimensions in real time. That living memory links explicit documents to tacit expertise so searches return contextual answers rather than isolated files.
Search And Deep Work
Use fast search for quick answers and Deep Work for comprehensive case research that synthesizes documents, precedent intelligence, and client history. Deep Work produces consolidated briefs you can act on and share with stakeholders.
Search And Deep Work
Use fast search for quick answers and Deep Work for comprehensive case research that synthesizes documents, precedent intelligence, and client history. Deep Work produces consolidated briefs you can act on and share with stakeholders.
Search And Deep Work
Use fast search for quick answers and Deep Work for comprehensive case research that synthesizes documents, precedent intelligence, and client history. Deep Work produces consolidated briefs you can act on and share with stakeholders.
Execute And Automate Tasks
Coworker can automate multi step workflows across tools so routine work moves without manual handoffs. You can delegate tasks like drafting communications or creating tickets to reduce administrative burden on senior staff.
Execute And Automate Tasks
Coworker can automate multi step workflows across tools so routine work moves without manual handoffs. You can delegate tasks like drafting communications or creating tickets to reduce administrative burden on senior staff.
Execute And Automate Tasks
Coworker can automate multi step workflows across tools so routine work moves without manual handoffs. You can delegate tasks like drafting communications or creating tickets to reduce administrative burden on senior staff.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
"Between Slack, docs, meetings, and project tools, Coworker helps us track what actually matters — and turns scattered updates into real, actionable insight."
Joshua S.
Head of AI, Cut+Dry
"Coworker isn’t just a transcription tool — it’s changed how we work. We used to waste hours piecing together notes. Now everything’s auto-captured, contextualized, and connected, so our team can focus on what drives results instead of admin work."
Mal C.
Cofounder, Ecom Nation
"Coworker saves me hours by surfacing important info I’d otherwise miss. It’s become a key part of my daily workflow — I’m constantly impressed by the insights it provides."
Noah T.
CPO, Curri
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.
How Does Coworker Protect Client Data In Banking Knowledge Management
Will Banking Knowledge Management Replace Our Existing Knowledge Base
What Outcomes Can We Expect From Banking Knowledge Management
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.
How Does Coworker Protect Client Data In Banking Knowledge Management
Will Banking Knowledge Management Replace Our Existing Knowledge Base
What Outcomes Can We Expect From Banking Knowledge Management
Do more with Coworker.
Coworker
Make work matter.
Coworker is a trademark of Village Platforms, Inc
SOC 2 Type 2
GDPR Compliant
CASA Tier 2 Verified
Links
Company
2261 Market St, 4903 San Francisco, CA 94114
Alternatives
Do more with Coworker.
Coworker
Make work matter.
Coworker is a trademark of Village Platforms, Inc
SOC 2 Type 2
GDPR Compliant
CASA Tier 2 Verified
Links
Company
2261 Market St, 4903 San Francisco, CA 94114
Alternatives
Do more with Coworker.
Coworker
Make work matter.
Coworker is a trademark of Village Platforms, Inc
SOC 2 Type 2
GDPR Compliant
CASA Tier 2 Verified
Links
Company
2261 Market St, 4903 San Francisco, CA 94114
Alternatives