Internal Knowledge Management
Build an AI-powered knowledge base from your internal documents and procedures — so your team can find accurate answers in seconds, not hours of searching.
Your firm's knowledge lives in people's heads and scattered files
Every financial firm accumulates years of procedures, client context, regulatory interpretations, and operational know-how. Most of it lives in drives, email threads, or the heads of specific colleagues. When someone is on leave, or when a new team member joins, this knowledge gap costs real time and introduces risk.
We build an internal AI assistant trained on your documents — so staff can ask questions in plain language and get accurate, source-cited answers instantly.
Time wasted searching for procedures
Staff spend 20–30 minutes searching drives, asking colleagues, or re-reading documents to answer operational questions.
Key knowledge locked in individuals
Critical know-how exists only with specific people — creating bottlenecks and continuity risk.
Slow onboarding for new hires
New team members spend weeks learning context that could be instantly accessible from a knowledge base.
What you receive
A searchable, question-answering knowledge base — built on your documents, accessible to your team.
Document ingestion pipeline — PDFs, Word, SharePoint, email archives
Natural-language Q&A interface for your team — ask questions, get answers
Every answer cites the source document and page — no hallucinations without attribution
Access controls per team or document sensitivity level
Document update workflow — easy to add new content as procedures evolve
Full documentation and team onboarding session
How the engagement works
Knowledge Audit
We map your document landscape — what exists, where it lives, what staff most frequently need to find. Identify the highest-value knowledge domains to index first.
Build & Index
Ingest, process, and index your document set. Build the Q&A interface, configure access controls, and test with real staff questions.
Rollout & Training
Team onboarding, adoption support, and a process for maintaining the knowledge base as your documents evolve.
Your documents never leave your environment
The knowledge base is built on your infrastructure. We define deployment architecture upfront.
Private deployment
The system runs in your own environment or a dedicated private cloud. Client documents are not processed by public AI APIs without explicit agreement.
Granular access controls
Sensitive client or compliance documents can be restricted to specific roles or individuals within the team.
Source-cited answers only
The system is configured to cite its source for every answer — staff can verify the original document. Reduces risk of acting on hallucinated responses.
Typical project duration
Depends on document volume, existing structure, and integration requirements.
Project-based pricing
Agreed upfront. Priced by document volume and complexity.
Full implementation: CHF 10,000–25,000 depending on document volume, indexing complexity, and deployment infrastructure
Get an estimate — book a callReady to make your firm's knowledge instantly accessible?
Book a 20-minute call. We'll discuss your document landscape and map out what a knowledge base could look like for your team.