Banks run on regulated information spread across SharePoint, shared drives, and knowledge bases that no one has fully reviewed. Bloomfire and the Enterprise Intelligence Engine™ find what’s hiding in your content, keep every policy current and approved, and give bankers answers they can repeat to a customer or an examiner.
Request a demoPolicies live in SharePoint, procedures in shared drives, and approvals in someone’s inbox. Somewhere in there is a borrower’s Social Security number pasted into a loan procedure. There are two versions of the overdraft policy left over from the merger, and both still show up in search.
None of it was intentional, but most of it stays invisible until an examiner asks for it.
The Enterprise Intelligence Engine™ connects the sources you already use, flags sensitive data and outdated content, and grounds every answer in the content you’ve connected, with a citation to its source. That makes financial knowledge management something you can show an examiner, not just describe.
Each risk above has a direct fix in Bloomfire and the Enterprise Intelligence Engine™
The Universal Connector Framework links SharePoint, OneDrive, Google Drive, and your Bloomfire knowledge base without a migration. Context Navigator then maps what’s covered, what’s aging, and where knowledge sits with one person.
Content Compliance scans posts, attachments, and video transcripts for nonpublic personal financial information. Each finding shows what was detected, where it appears, who published it, and when, with a link back to the source.
The Knowledge Health Report runs more than 25 automated checks across your knowledge for duplicate procedures, conflicting policies, and stale content. Results roll up into a health score and a prioritized fix list, so your team knows what to fix first and who owns it.
Moderation Workflows route new and updated content through the approval chain your governance policy requires, such as reviewer, then legal, then compliance. The Contribution Updates report logs every approval, publish, rework, and expiration, with who acted and when.
Bankers, service reps, and advisors ask in plain language and get one answer from your Persistent Semantic Memory, with citations and a confidence score. Learning Studio turns multi-step procedures, like opening a business account, into decision paths employees can easily click through.
Compliance tools for banks track controls and exams. Bloomfire governs the knowledge employees act on, so exam prep stops being a scramble.
Approvals and versions are already logged. Pull the report and send it.
Sensitive data and conflicting content get handled first, so you know what AI draws from before launch.
Tellers, reps, and advisors get the same cited answer to the same question.
Mergers, core conversions, and retirements don’t take your procedures with them.
“Our PMO said our core conversion was one of top 3 or 4 that he’s ever been through. Bloomfire definitely contributed to making sure our staff were able to find the information they needed.”
“In this virtual environment, it’s really hard to find someone to answer your question when you have a client on the phone, and that’s one of the big reasons we implemented Bloomfire—so people have that knowledge exactly when they need it.”
Learn best practices from some of your peers. Bloomfire has an over 85% retention rate after the first year for customers. We love them, and they love Bloomfire!
Connect knowledge pools of documents, conversations, media, data, and expertise with your Persistent Semantic Memory™ to ground your AI. Use our turn-key of connectors or build your own to connect to any enterprise systems.
The pace of innovation with AI is accelerating. Join an alpha group for early access to new turnkey Intelligence Modules, and help shape what comes next.
