Trusted knowledge. Ready to work.

Govern what’s approved. Organize what matters. Smart Control and Smart Drive help your institution put the right information in the hands of the right teams and build a trusted foundation for AI.

Knowledge management at a glance

From scattered information to shared confidence.

Smart Drive organizes and shares approved resources. Smart Control is a separate product for review, approval, and governance, enabled by Agent IQ.

Review and approval

Define review stages and approvers in Smart Control before content is made available.

Organized resources

Keep approved documents, assets, and links organized in Smart Drive.

Team-based access

Make resources available to the appropriate teams through configured access controls.

Content maintenance

Manage versions and review schedules in Smart Control as policies, products, and procedures change.

Connected sources

Bring resources together through uploads, URLs, and configured content connections.

Knowledge for AI

Provide approved resources for employee assistance and account-holder self-service.

How knowledge management works

Approve it. Organize it. Put it to work.

Smart Control governs the review process. Smart Drive organizes approved resources and makes them available for use.

1. Define review stages, responsibilities, and approval rules in Smart Control
2. Organize approved documents, assets, and links in Smart Drive
3. Configure access for the teams that need them
4. Make approved knowledge available through the Knowledge Base, Smart Assist, and Lynq® AI

Support across your institution

Clear ownership. Useful knowledge.

For content owners

Keep information ready for the people who need it.

Organize resources, manage updates, and coordinate reviews so your institution’s knowledge remains useful as things change.

For employees

Spend less time looking for the right resource.

Access approved information relevant to your team, whether you’re supporting account holders or handling internal work.

For reviewers and administrators

See how content moves from review to use.

Manage approval stages, comments, publishing controls, and audit reports to support oversight of institutional knowledge.

Knowledge in action

One foundation. More ways to help.

Employee Knowledge Base

Make approved resources accessible to employees through the Knowledge Base.

Staff AI assistant

Ground Smart Assist guidance in approved knowledge, with source links employees can verify.

AI self-service

Use approved resources to support generative answers for account holders through Lynq AI.

Built for financial institutions

Trust is part of the experience

Defined accountability

Assign review responsibilities and approval stages around your institution’s processes.

Controlled availability

Use publishing and access controls to manage how resources become available.

Traceable changes

Use versioning and audit reports to support oversight of content and governance changes.

Connected capabilities

Frequently asked questions

How do Smart Control and Smart Drive work together?

Smart Control is a separate product for governing review and approval, enabled by Agent IQ. Smart Drive organizes approved documents, assets, links, and other resources and makes them available to the appropriate teams and configured knowledge experiences. Smart Control is not automatically included with Smart Drive.

Can different teams access different resources?

Yes. Configured role- and team-based access controls help your institution make resources available to the appropriate employees.

How can we bring existing content into Smart Drive?

Smart Drive supports individual and bulk uploads, URLs, and configured connections such as SharePoint and SFTP. A HubSpot integration is also available with Customer Success configuration.

Are Smart Control and Smart Drive themselves AI assistants?

No. They govern and organize the knowledge that employees and AI experiences use. Smart Assist provides employee-facing AI assistance, while Lynq AI provides account-holder self-service.

Make your institution’s knowledge work harder.

See how Smart Control and Smart Drive help you govern, organize, and share the information your teams rely on.