Fyndo
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Financial Services

Unify Fragmented Knowledge Across Compliance, Risk, and Operations

Give your compliance, risk, and front-office teams instant access to policies, regulatory guidance, and client documentation — so they spend less time searching and more time delivering.

Search anything across your tools…
Salesforce
Salesforce
SharePoint
SharePoint
Confluence
Confluence
Outlook
Outlook

Strengthen service and compliance delivery

Connect policy, client, and operational knowledge so front-line and compliance teams work from the same current information.

Answer a regulator's data request in minutes, not days
Surface the current KYC/AML policy version during onboarding
Pull audit evidence and control documentation on demand
Route a complex account exception to the right specialist
New Regulatory Filing
Compliance Agent

Checks the filing against current policy and control requirements

Risk Agent

Flags exposure across connected risk systems

Precedent Agent

Surfaces similar past filings and outcomes

Audit Agent

Logs the full trail for examination readiness

Filing Submitted
80%
Reduction in Audit Prep Time
65%
Faster Policy Retrieval
70%
Improved Compliance Efficiency
55%
Faster Client Onboarding
Use Cases

From Compliance to Client Service — Knowledge at Every Level

Fyndo enables financial services teams to find the right information faster — whether it's a regulatory policy, a client record, or a risk framework.

Regulatory Compliance & Audit

Instant access to regulatory policies, compliance manuals, and audit evidence — with full version control and audit trail.

80% faster audit prep
Policy version control
Regulatory evidence retrieval

KYC & AML Workflows

Retrieve KYC documentation, AML policies, and due diligence records during client onboarding and ongoing monitoring.

Faster KYC completion
AML policy compliance
Reduced onboarding friction

Risk & Credit Documentation

Search credit policies, risk frameworks, underwriting guidelines, and approval precedents instantly.

Faster credit decisions
Risk framework access
Underwriting consistency

Client & Product Knowledge

Surface client history, product documentation, and market research to support front-office teams.

Better client service
Product knowledge
Market intelligence
Platform Capabilities

Purpose-Built for Financial Services

Enterprise-grade security, compliance controls, and audit capabilities built for regulated financial environments.

SOC 2 & Regulatory Compliance

SOC 2 Type II certified with controls aligned to financial services regulatory requirements.

Full Audit Trail

Immutable audit logs of every search and document access for regulatory reporting and examination readiness.

Zero Data Retention

Your financial data is never stored or used to train AI models — processed in memory and immediately discarded.

Policy Version Control

Always retrieve the current version of any policy or regulation — with full version history available.

Integrations

Works with your existing tools

Connect Fyndo to the platforms your team already uses — no migration, no disruption.

Salesforce
Salesforce
SharePoint
SharePoint
Confluence
Confluence
Slack
Slack
OneDrive
OneDrive
Outlook
Outlook
Frequently Asked Questions

Frequently Asked Questions

Common questions about AI-powered knowledge search for financial services organisations.

Still have questions?

Our team is happy to walk you through how Fyndo works for your specific setup.