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Industry · Banking and insurance

Knowmore drives the adoption of core banking and insurance software, from head office to the branch counter.

Core banking, CRM, adviser workstation, claims management: your teams work in critical applications, framed by regulation and used by thousands of employees. Knowmore guides every adviser inside their screen, trains them on simulations before cutover and measures actual usage.

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40%of CAC 40 companies work with Knowmore
+400business applications whose adoption Knowmore drives
70countries where Knowmore solutions are deployed
+7Musers guided or trained with Knowmore
Banking software adoption

Banking software only creates value when it is mastered at the counter.

Banks and insurers rely on critical systems: core banking for accounts and transactions, CRM and the adviser workstation for customer relationships, policy and claims management tools for insurance, and compliance applications for controls. Every entry commits the customer, compliance and the institution’s reputation.

The domino effect

An incomplete entry costs you all the way to the customer.

In a bank or an insurance company, a mistake at the workstation spreads to controls, lead times and the customer relationship. Application adoption therefore drives compliance, service quality and network productivity.

Branch: an incomplete file

The adviser opens an account without the document the procedure requires.

Back office: a failed control

The compliance check rejects the file, which goes back to the branch.

Customer: a longer wait

The customer waits for the account or the claim payment and calls customer service again.

Banking and insurance challenges

Four constraints specific to banking projects.

Networks of thousands of employees, cutovers with no room for error, instructions that keep changing, systems hosted in-house: change management in banking and insurance follows its own rules.

  1. Networks of thousands of employees

    Branches, remote platforms, back offices: every user group must be ready at the same time. At Crédit Agricole, Knowmore prepares 65,000 employees of the 39 regional banks for the new core banking system.

  2. Cutovers with no room for error

    A core banking migration is decided on Monday morning, at the counter. Advisers arrive trained, without having tested their tasks on real accounts.

  3. Instructions that keep changing

    Compliance procedures, offers, rules specific to each insurer: instructions change constantly. At Stelliant, K-NOW publishes every day the instructions that vary from one insurer to another.

  4. Systems hosted in-house

    Banking applications often stay within the institution’s own IT. At Banque Française Mutualiste, K-NOW is installed on premise to guide the 230 users of the new core banking system.

The users

Six user groups, six ways of using banking systems.

Each profile has its own screens, pace and typical mistakes. Knowmore targets guides and simulations by network, role and branch.

Branch advisers

Workstation, core banking, CRM: account opening, loans, savings.

  • Complete files from the first entry
  • Rare transactions guided step by step
  • The same practices in every branch

Remote advisers

Contact centres and online banking: customer requests and account servicing.

  • Answers without leaving the screen
  • Up-to-date procedures on every call
  • Faster ramp-up for new hires

Back and middle office

Transaction processing, controls, exception handling.

  • Controls completed according to procedure
  • Fewer files sent back to branches
  • Processing times met

Claims handlers

Claims notification, assessment and settlement.

  • Every step of the file guided
  • Instructions specific to each insurer
  • Faster settlements

Experts and intermediaries

Loss adjusters, agents, brokers: external users to train remotely.

  • Guidance without training sessions
  • Instructions published in the application
  • The same rules for every partner

Compliance and internal control

KYC, anti-money laundering, duty to advise: controls applied everywhere.

  • Procedures applied at the moment of the task
  • New rules published without delay
  • Usage measured by network and branch
The Knowmore answer

Guide, train, measure: three levers for your networks.

The three solutions work on top of your applications without changing them, and combine according to your project phase.

K-NOW · Guide

The right step, right in the adviser’s screen.

K-NOW guides advisers step by step in core banking, the CRM or the claims tool, at the moment they process the file. Help is triggered by screen, profile, network or branch.

  • Help at the moment of the task, in the adviser’s screen
  • Targeting by network, role or branch
  • Instructions maintained by your business teams
Explore K-NOW →
Banking and insurance projects

Core banking, CRM, claims: the Knowmore answer for each project.

Choose your project: the critical tasks, the Knowmore answer and the customer proof.

Advisers ready at the counter on cutover day.

A core banking migration changes every adviser screen overnight. K-STUDIO trains the networks on simulations of the new system before cutover; K-NOW then guides every transaction in the screen. At Crédit Agricole, 250 interactive modules prepare 65,000 employees for the new system.

See the core banking migration use case →
Change management

Change management in banking: Knowmore steps in at every project phase.

A banking system migration unfolds in four phases. Knowmore combines its three solutions according to the phase.

  1. Scoping: measure the starting point

    K-VALUE measures usage of the current applications by network and branch, and highlights the screens where advisers get stuck.

  2. Before cutover: train on simulation

    K-STUDIO replicates the screens of the new system. Each user group rehearses its transactions and takes an assessment, without touching real accounts.

  3. Cutover: guide at the counter

    From Monday morning, K-NOW guides advisers step by step in their screen. Simple questions no longer reach the support desk.

  4. Operations: measure and adjust

    K-VALUE tracks adoption by network; business teams publish new instructions and procedures in the application.

Training and guidance

What changes when Knowmore guides and trains your networks.

Classic materials remain useful. Knowmore adds help at the moment of the task and usage measurement.

×Classic materials and sessions
  • When help arrives: Before cutover, in a classroom or e-learning
  • Practice environment: Test environment to prepare and populate
  • Updates: Procedures to redistribute with every change
  • Networks and branches: One session per branch and user group
  • Follow-up: Attendance sheets
✓With Knowmore
  • When help arrives: Before cutover on simulation, then in the screen at the moment of the task
  • Practice environment: K-STUDIO simulations that replicate the screens, without customer data
  • Updates: Instructions published in the application by business teams
  • Networks and branches: Content targeted by network, role and branch
  • Follow-up: K-VALUE usage indicators by application, network and user group
They rely on Knowmore

Banks and insurers who rely on Knowmore every day.

Retail banks, private banking, insurance, loss adjusting: the same methods, applied to different applications and user groups.

All success stories
Crédit AgricoleBanking · Core banking
65,000employees prepared for the new system

Knowmore secures the adoption of the new core banking system at Crédit Agricole, with 250 interactive modules for the 39 regional banks.

Read the success story
La Banque PostaleBanking · Customer relationship
70,000employees trained on Isilis processes

Knowmore drives the adoption of the new customer relationship tool of the Cap Client 3.0 project at La Banque Postale.

Read the success story
HSBCBanking · Business portal
10,000employees trained on the HUB portal

Knowmore drives the adoption of HUB at HSBC: 200 simulated business processes, tailored for 70 user groups.

Read the success story
AllianzInsurance · Management system
7,000employees prepared for the new version of ABS

Knowmore drives the adoption of the web version of Allianz Business System, with 68 simulated exercises.

Read the success story
BNP ParibasBanking · Online banking
24,000unique visitors per month on the Mes Comptes replica

Knowmore drives the adoption of the Mes Comptes app at BNP Paribas, with a 250% increase in simulator visitors.

Read the success story
Banque Française MutualisteBanking · Core banking
230users guided on the new system

Knowmore secures the adoption of BFM’s new core banking system, with K-NOW installed on premise.

Read the success story
Banking and insurance software

Banking and insurance software whose adoption Knowmore drives.

Each software has its own page: guided processes, training and customer proof.

Core banking

Temenos

Prepare advisers for the new core banking system before cutover.

Adoption of Temenos
Insurance

Guidewire

Guide handlers and loss adjusters through policies and claims.

Adoption of Guidewire
Core banking

Avaloq

Guide private bankers and back offices through their Avaloq transactions.

Adoption of Avaloq
CRM

Salesforce

Get every adviser to fill in the CRM at every meeting.

Adoption of Salesforce
CRM and operations

Microsoft Dynamics 365

Guide advisers and back offices through Dynamics processes.

Adoption of Microsoft Dynamics 365
+400 applications

All applications

Sopra Banking, Kyriba, Power BI, in-house applications and every other application whose adoption Knowmore drives.

See the applications
FAQ

Banking software adoption: your questions.

What is a core banking system?
A core banking system runs the central operations of a bank: accounts, payments, loans, deposits and the related postings. Temenos and Avaloq are widely used examples. A migration changes every adviser screen at once; Knowmore drives the adoption of the new system by the people who use it.
What is insurance software?
Insurance software manages policies, premiums and claims: policy administration, claims management, billing and broker portals. Guidewire is a widely used example. Knowmore drives its adoption by underwriters, claims handlers, loss adjusters and intermediaries.
What is banking software adoption?
Banking software is adopted when advisers, handlers and back offices carry out their transactions in the application, following procedure and with complete files, in every branch. Knowmore drives it with three solutions: K-NOW guides each task inside the application, K-STUDIO trains users on simulation before cutover, K-VALUE measures usage to fix friction points.
Which banking and insurance software does Knowmore cover?
Knowmore drives the adoption of core banking systems (Temenos, Avaloq, Sopra Banking), insurance software (Guidewire), CRMs (Salesforce, Microsoft Dynamics 365), treasury tools (Kyriba) and in-house applications such as the adviser workstation.
How do you prepare advisers for a core banking migration?
K-STUDIO replicates the screens of the new system in simulations: advisers rehearse counter transactions before cutover, without touching real accounts. K-NOW then guides them in the screen from day one. At Crédit Agricole, 250 interactive modules prepare 65,000 employees for the new core banking system.
How do you train users on Guidewire or Temenos?
K-STUDIO reproduces the screens of the new system so that every user group practises its tasks before cutover, without touching real policies or accounts. From day one, K-NOW guides users step by step; K-VALUE shows the screens where tasks are abandoned. At Allianz, 68 simulated exercises prepare 7,000 employees for the new version of ABS.
Does K-NOW work with a banking system hosted in-house?
Yes. At Banque Française Mutualiste, K-NOW is installed on premise to guide the 230 users of the new core banking system, together with Deloitte.
Does the application need to be modified to deploy K-NOW?
No. K-NOW runs on top of the application and triggers its help by screen, action, profile or branch, without changing the software or its configuration.
How do you train tens of thousands of employees at the same time?
K-STUDIO simulations are delivered in the classroom and through SCORM e-learning. At La Banque Postale, 70,000 employees are trained on the processes of Isilis; at HSBC, 200 simulated business processes are tailored for 70 user groups.
How do you publish new instructions in the applications?
With K-NOW, business teams publish instructions themselves in the relevant screen, without waiting for a new training session. At Stelliant, K-NOW publishes every day the instructions that vary from one insurer to another.
How do you measure banking software adoption?
K-VALUE provides dashboards, journeys and usage indicators by application, network, branch or user group. The screens where advisers abandon their entries stand out, so you prioritise guides and training based on facts.
Let’s talk about your banking project

Your advisers deserve tools they master from day one.

A demo on your own application: your users guided step by step in their own screen, with the indicators to track their progress.

Book a demoSee use cases