Smart Drive | Knowledge foundation for banks and credit unions | Agent IQ
Make institutional knowledge AI-ready
Smart Drive organizes approved institutional knowledge into a trusted foundation that employees and AI experiences can access efficiently, consistently, and according to your institution’s permissions.
The knowledge foundation for trusted AI
Smart Drive brings approved institutional knowledge together, organizes it for reliable access, and makes it available across employee and account-holder experiences.
- Centralize approved institutional knowledge
- Organize content with structured metadata
- Make knowledge searchable and accessible
- Control internal and external availability
- Support multiple content types and sources
- Keep approved knowledge aligned across AI experiences
Turn institutional knowledge into a usable AI foundation
Centralize approved knowledge
Create one trusted foundation for policies, procedures, product information, and other institutional content.
Give AI access to internal content
Structure and organize approved content so employees and AI experiences can find and use the right information efficiently.
Manage knowledge access
Determine whether content is available internally, externally, or across specific employee and account-holder experiences.
Key capabilities
- Centralized management of approved knowledge
- Structured metadata and content organization
- Searchable institutional content
- Support for multiple file and content types
- Internal and external availability controls
- Role- and audience-based content access
- Content source and version visibility
- Integration with Smart Control, Smart Assist, and Lynq AI
One knowledge foundation for every AI experience
Smart Control governs what knowledge is approved and available. Smart Drive organizes and manages that approved knowledge, making it accessible through Smart Assist for employees and Lynq AI for account holders.
Proven impact for financial institutions
There were insights buried in conversations we were having,
but we weren't sure how to access them.
Michelle Hamilton
CMO
Ready to put your institutional knowledge to work?
Explore the Smart intelligence layer
Smart Control
Govern how knowledge is maintained and made available.
Smart Assist
Give employees answers grounded in approved institutional knowledge.
Knowledge management
Explore how governed knowledge can improve efficiency and AI readiness.