SearchUnify for Finance

Money Matters, and so Does the User Experience

Enable Swift Conversions by Informing Users More Effectively


From educating borrowers to closing clients more quickly, financiers have to overcome a lot of obstacles. Constantly rising consumer expectations further add to the heat that financial organizations face. These days, people are more than willing to refinance as soon as interest rates drop by a few basis points. This makes quality service and the resultant customer satisfaction (CSAT) paramount to the lasting growth of the lender.

  • Customers prefer to self-serve when they have questions about your financial products and services. A smart search solution like SearchUnify can help them navigate through endless blocks of information spread over disparate sources.
  • Customers expect a seamless and polished service experience. With search analytics, mortgagees can identify which queries tentative borrowers often come up with and make sure they are resolved in the best possible way.
  • Financial transactions are supposed to be blazing-fast and secure. But in case of a setback, customer representatives need to address it as soon as possible. This is where the enhanced speed and efficiency delivered by an enterprise search solution comes into play. It helps instantly deliver relevant information and trim down the time for problem resolution.
  • Every financial undertaking involves a lot of personal and confidential data which makes security all the more important. When it comes to fast cloud-based search solutions, a single-tenant unified search solution is the most sound option.

Want to know how SearchUnify can help you enhance customer experience? Request a demo here.

Experience SearchUnify


SearchUnify is the right enterprise search solution for you. Get a live demo in your environment of choice and see how AI-based search transforms user engagement and helps you achieve your business objectives.
Let's Connect

Our Customers Love Us