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Sinequa

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Data holds great potential value for financial institutions. It’s the raw material for improving customer experience, customer service, risk management, and process productivity. But unrefined data isn’t useful for making decisions or predictions.
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The financial services sector is dynamic. Information is often unstructured, housed in isolated silos, and unavailable to deliver the insights Financial Services Organizations (FSOs) need to enrich their client services and improve their process efficiency.
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“88% of the content that organizations possess is unstructured. Many financial institutions do not have methods to access and analyze unstructured data efficiently.”

IDC
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Refining this data into useful information for decisions loads the full cognitive burden on to your people. They have to wade through exploding volumes of data across silos and systems. And most of this data is unstructured. Then, there’s the work to gather, categorize, and analyze. This burden has a high price. Not only does it waste employees time but also distracts staff from creating value with their specialized skills.
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Are your employees overwhelmed with data? Or are they struggling to gain the insights they need to make the right decisions through a lack of contextualized information?

Both of these scenarios lead to a cognitive burden that is damaging your organization’s ability to service each client or customer.

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“Employees spend 1.8 hours a day on average searching and gathering information.”

McKinsey
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“While many FSOs use some level of cognitive tools to manage and analyze data, the approach has been fragmented. Financial organizations are beginning to see the value in adopting a platform approach to cognitive search and analytics. The benefits of these platforms can be multiplied globally across the organization rather than benefit a single business line or function.”

Financial Services Organizations: Extracting Powerful Insights with AI-Powered Platforms
Steven D'Alfonso, Research Director, IDC Financial Insights, and David Schubmehl, Research Director, Cognitive/Artificial Intelligence Systems
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FSOs must ensure they are fully compliant with all relevant regulations including MiFID II, Dodd Frank, Current Expected Credit Loss (CECL) regulatory changes, the possible California Consumer Privacy Act plus GDPR, which can have fines up to 4% of revenue. FSOs must also ensure their staff has access to the right information; when they need it, to enhance their efficiency and drive the value, they bring to each client or customer.

Today, this value comes from interpreting vast quantities of data. FSOs that become data-centric unlock the hidden potential they already possess. Data hoarding has become commonplace. These massive data stores can reveal their insights if this information can be placed into context and then interpreted, resulting in actions that drive product and service development and delivery.

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 It is vital for portfolio managers to have the ability to react to changes in their market sectors. More informed investments then become possible, thanks to the detailed insights data-driven analysis can deliver.

Staff will become confident and prepared to connect with existing and potential new clients or customers armed with all the data they need to make informed decisions about the right services and products for them.

The insights that are often hidden within data silos are revealed delivering a complete and detailed overview of each customer. This vastly improves customer services and interactions.

It is vital that everyone who has contact with a customer or client has the latest information available. CRM can become intelligent and dynamic, as data is continuously updated often in real time.

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“Financial institutions see the value in adopting a platform approach to cognitive search and analytics. The benefits of these platforms can multiply globally across the organization.”

IDC
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Competing successfully in financial services means addressing several challenges simultaneously. These include growing revenue, enhancing customer experience, and engaging employees. All this, while reducing costs and ensuring regulatory compliance. Each challenge requires data as part of its solution.  

Financial institutions can’t keep up, let alone compete, using current approaches. A large retail bank can have 60 million customers to manage. Regulations change constantly, Thomson Reuters estimated 56,321 regulatory alerts were issued by 900 regulatory bodies in 2017.  

People can’t process all the data to get the information they need to do their jobs. Sinequa has the solutions to help them.
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Join one of the world’s top 20 banks in reinforcing the protection of confidential documents, while simultaneously improving productivity. Learn how to protect confidential documents at scale.

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As assets shift out of active investments into passive investments, superior client service is critical to retaining clients. Research how to beat the market in investor care.
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Incumbent banks battle the twin threats of competitors and FinTechs. Providing an exceptional experience for every customer interaction is the way to win. Explore how to understand retail banking customers at every level.
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Fighting financial crime requires seeing and connecting patterns across many sources, including people, transactions, phone calls, email, and travel activity. It’s easy to lose the signal in all the noise. Discover how to find financial crime faster.
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“Our organization helps prevent money laundering and counter terrorist financing. We implemented the Sinequa platform to gain insight from millions of bank transactions and other sources to pinpoint fraud and suspicious activities.”

A European Financial Intelligence Unit
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Across FSOs, advanced decision making is now possible. Machine learning can be used to interpret the data that is available, but also connect together related content and data from unconnected sources.
What’s more, natural language processing can offer FSOs the ability to see potential investment opportunities based on a range of factors that would otherwise be hidden or lost.
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International regulations have been continuously tightened over the last few years. FSOs are still using quantitative risk models that are no longer fit for purpose. Businesses that adopt information-driven analysis are better prepared to comply with a regulatory landscape that is in constant flux.
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Reduce infringement risks with intelligent and powerful information-driven insights. Empower compliance teams with the economic, competitive, geographical and political insights they need.

Extracting value from the information that is available can be achieved with natural language processing coupled with machine learning to identify indicators of known and unknown risks.

Patterns of risk that staff members could not recognize surface when machine learning is applied to this data. Monitoring risk behaviors ensures that action can be taken to avoid a range of risks.

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Removing much of the manual compliance processes from your business will consistently drive down costs, as tasks become automated.

When a complete and comprehensive information-driven approach to regulatory compliance is adopted, this ensures a coherent strategy is always taken.

Integrating data into a coherent space that can be accurately monitored can reveal instances of potential fraud. This is particularly vital as speech becomes more important across FSOs.

As information can often exist in multiple locations, intelligent systems can ensure duplication is reduced or eradicated leading to high levels of data accuracy.

Professionals in the compliance space can use automated systems to support their decision making as the regulatory landscape continues to change.

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As the quantities of data that FSOs have to manage continues to expand, intelligent automation becomes a necessity. AI-powered Search and Analytics can not only help FSOs find information, but these systems can also place this into context, which delivers value to these organizations.

The key is to integrate the information that is being analyzed within an FSO’s broader business process. Here, next-generation data management systems are joined by AI Powered Search that is intelligent enough to understand a query and return the precise information that is needed to answer that request.

Providing relevant information is of course just the first step. Extracting meaning from dispersed content and data is where the real value to your business resides. Optimum decision making will always be dependent on the information that is available. Next generation tools deliver this meaning in real time to individuals who can then maximize productivity.

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At Sinequa, we have a deep appreciation of how FSOs are struggling to extract the value from the masses of data they currently hold, and that continues to pour into their organizations.

Taking an agnostic approach to data integration and analysis, a complete and comprehensive data resource can be built that every component of your organization can benefit from.

Identifying patterns within your organization’s vast data stores becomes fast and efficient. No matter how fragmented content and data has become across your organization, an information-driven approach can deliver the insights needed to drive value and expertise across your customer-facing touch points; and ensure your staff has contextualized data at their fingertips.

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Implemented using Spark, raw data is classified to make contextual connections. The analysis then delivers insights based on specific queries.

No matter the quantities of existing data and its potential to expand in the future, performance and deep analytics are not affected.

Processing more than 300 languages with an advanced focus on 22 of the languages spoken by 95% of the world's population ensure that all available content and data can be analyzed for value.

With customer data often in multiple databases, providing a complete, unified and personalized view of each customer or client is now possible.

Your business could contain information that has been created internally. Using machine learning and natural language processing, this information becomes available when a relevant query is made.

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FSOs by their nature are handling what could be highly personal and sensitive information. Enforcing proper access to this information is foundational to the Sinequa Platform.

Existing security rules and protocols are fully adhered to. This automatic adoption comes out of the box for LDAP-based directories - such as Active Directory (AD) - NT, as well as the application-specific directories commonly used in today's organizations, such as those found in SharePoint, Livelink, Exchange Server, Lotus Notes, Documentum, Alfresco, etc. Sinequa also supports creating users on the fly and attributing them specific rights (dynamic principles?).

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Your organization has the content and data, but how do you extract meaning and provide actionable information into the hands of the staff that need it?

This is the need that Sinequa’s AI-Powered Search Platform addresses.
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Taking content and data in over 350 formats from any source and unifying this it into a resource all FSOs can use, is the core service Sinequa delivers.

Using deep text analysis, natural language processing, and advanced data mining techniques, the Sinequa Platform is generations beyond simple keyword matching. As a fully semantic solution, several layers of analysis are applied to content and data sources to extract full contextual meaning.

The Sinequa platform uses Machine Learning and Deep Learning algorithms to deliver highly focused information-driven solutions. The standard frameworks can be modified and then fed back into the indexes that have been created – all without any additional software development.

Relevant and contextualized information is through an intuitive, user-friendly interface. Administrators across an FSO can manage these interfaces to accommodate specific users. This provides contextual profiles to ensure only authorized users have access. An API also ensures fast integration with other platforms.

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“Our organization is dedicated to helping prevent money laundering and counter terrorist financing. We have implemented Sinequa Cognitive AI-Powered Search & Analytics platform to gain precious insight from millions of bank transactions and other sources to pinpoint fraud and suspicious activities.”

"Cognitive Search & Analytics Prevents Money Laundering for a Leading Financial Intelligence Unit".
sinequa-client-use-case-financial-intelligence.pdf
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