Financial Services

Financial services employees in call centers and branches must navigate complex processes governed by strict regulations and compliance guidelines. They require to respond to a diverse range of customer inquiries—covering everything from benefits and investment products to loans and mortgages, while mastering procedures and regulatory constraints. To deliver seamless service, financial services employees require instant access to relevant knowledge while operating within core banking systems. This knowledge must be presented in a clear, user-friendly interface, enabling them to quickly retrieve process-specific knowledge, compare products, follow step-by-step procedures, etc’. That is why at ClearMash, we have developed a suite of AI-powered capabilities that make critical knowledge instantly available—precisely when and where it is needed. Our technology empowers financial services employees to provide exceptional customer service while ensuring full regulatory compliance.

ClearMash For Financial Organizations

Collaborating with ClearMash has been pivotal for us in maintaining our status as pioneers in the Israeli digital banking sector. By integrating their state-of-the-art platform into our operations, we’ve not only aligned with our ambition to lead the technological revolution in banking but also significantly enhanced our team’s ability to master the intricacies of digital finance. ClearMash’s unparalleled guidance and robust support system have been instrumental in empowering our employees to excel and innovate, ensuring we remain at the cutting edge of the fast-paced technological evolution

Amir sagron | L&D Team Leader ONE ZERO

ClearMash has revolutionized the way we operate by enabling our employees to access vital information effortlessly, thereby significantly enhancing their efficiency and accountability. This transformation has not only streamlined our workflows but also fostered a culture of transparency and empowerment across the organization.

Nirit Elmalich | Head of Procedures, Knowledge Management, Digital Archiving, and Business Continuity Department, Operations and Information Division Mercantile Bank

Leading Financial Organizations use ClearMash to:

Effortlessly publish and manage financial procedures and products

Reduce operational and regulatory risks

Improve the use of procedures in workflow execution

Track and optimize procedure usage in real time

Boost employee performance

Shorten training time and speed up onboarding

Enhance the quality and consistency of financial processes

Deliver better customer service

Increase sales

Be proactive

Empower financial services employees with the right knowledge exactly when and where they need it. With our guidance feature, relevant information is seamlessly embedded into the operational banking system. Based on their actions, you can trigger compliance alerts, present guided workflows for task execution, and enable effortless in-system knowledge searches. Our AI intelligently identifies and delivers real-time knowledge tailored to each employee’s specific process—turning banking procedures and insights from a static repository into an active, integrated part of their workflow.

Make knowledge easy to use

At ClearMash, we understand the intricacies of banking procedures—and the complexity they bring. Financial services professionals simply can’t pause customer interactions to sift through lengthy guidelines for compliance. That is why we have developed intuitive visual tools that deliver essential knowledge in a streamlined, efficient manner. Our guided workflows break down intricate processes into clear, actionable, step-by-step instructions tailored to each case, accelerating execution, ensuring compliance, and enhancing customer satisfaction. Plus, our AI offers real-time recommendations to refine and present workflows, making them even more intuitive, effective, and easy to follow.

Provide the necessary tools

Engaging with financial knowledge in real time demands tools that ensure both precision and efficiency. Our solution offers dynamic comparison features for financial products such as loans and benefits, intuitive visual workflow displays, and a robust search engine that comprehends multiple languages and industry-specific terminology. Leveraging AI, financial services employees can interact naturally with the system—asking questions in plain language, receiving the most relevant search results, and automatically getting suggestions for related insights. This guarantees swift, seamless access to critical information exactly when it’s needed.

Work Smarter, Not Harder

Managing complex financial knowledge doesn’t have to be complicated. With our platform, you can create custom templates for different knowledge types, complete with dynamic fields, linked templates, and advanced visualizations. Easily import content from Word, Excel, or other formats, or enter it directly while keeping permissions aligned with your organization’s policies. Updates follow structured approval workflows and can be linked to tasks for seamless policy compliance. With our AI-powered interactive knowledge maps, you can instantly see how knowledge items connect and understand the broader impact of any change—making knowledge more intuitive, connected, and actionable.

Adapt quickly to changing regulations

Regulatory requirements are constantly evolving, demanding ongoing training for financial services employees on updated procedures, new products, and revised compliance rules. That is why we designed our platform to support both employee training and a holistic view of organizational knowledge and procedural readiness. With features like real-time alerts for updates (e.g., new notices or procedure changes), training material management, video streaming, read-and-sign confirmations, knowledge assessments, and AI-generated questions, employees stay informed and up to date—effortlessly. Managers gain full visibility into knowledge levels, test results, search trends, and training progress over time, enabling continuous improvement and ensuring employees are always prepared.

Continuous improvement

Improving financial knowledge starts with identifying gaps and opportunities. Our platform provides intuitive dashboards, customizable queries, and built-in reports to analyze knowledge usage, employee awareness, and underutilized resources. With AI-driven insights, you get actionable recommendations to optimize AI-driven knowledge management, enhance employee engagement, and ensure critical information is always accessible and effectively used.

Communicate

Empower financial services employees to provide direct feedback on any procedure, process, or knowledge item. Manage feedback efficiently with internal SLAs, customized by roles and topics, ensuring timely responses. Facilitate real-time collaboration with built-in chat, allowing financial services employees to get instant answers instead of waiting for experts during customer interactions. Enable content editors to discuss specific items within secure discussion groups for better alignment and accuracy. Additionally, create targeted surveys to gather insights directly from financial services employees in the field—helping you continuously refine and improve knowledge management.

Boost customer engagement

With our advanced permissions system, you can securely share select information with customers through a self-service portal. They can access details on financial products, processes, form submissions, and CRM ticketing—all in one place. Powered by AI, the portal enables customers to search, ask questions, and receive instant, high-quality support, improving both their experience and efficiency.

Make it your own

You’re unique—why settle for generic templates or standard interfaces? Our platform lets you customize the user experience effortlessly, ensuring it reflects your brand and meets your needs. Tailor the interface across all devices and for every audience, making it truly yours.

Effortless Implementation, Exceptional Quality

1.Planning

Our experts will evaluate your needs and partner with you to craft a tailored strategy for a smooth platform launch and implementation.

2.Data import

Our team will import your data from legacy systems, file servers, or websites—getting you up and running on the platform quickly and easily.

3.Launch

We’ll customize the solution to fit your needs, ensuring a smooth launch and delivering maximum value from day one.

4.Expansion

Ready to scale your solution organization-wide? Our experts will craft a tailored plan for a fast, smooth, and efficient rollout.

5.Refresh

Ready for a refresh? Let us design and implement changes that bring a fresh perspective and revitalized energy to your experience.

ClearMash Empowers Leading Financial Organizations with...

AI-driven Knowledge Management for Customer Service

AI-driven Knowledge Management for Sales

AI-driven Knowledge Management for Technical Customer Support

AI-driven Knowledge Management for Internal Technical Support

AI-driven Compliance & Procedure Management

AI-driven Organizational Learning Management

AI-driven Financial Product Catalog

AI-driven Organizational Knowledge Management & Portal

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