AI solution introduced by Knowledge Bank

August 28, 2025 by Mark

Mortgage Advisors

News

Knowledge Bank is introducing a brand new solution that is powered by AI (artificial intelligence) and that helps advisors search for product criteria, with this solution currently being launched in beta form.

The solution has been given the name KB Assist, and Knowledge Bank will be watching closely to see how it is received. It will be available via the website and has been designed to assist with both complex and normal mortgage applications. The company is stating that advisors will find it especially helpful when it comes to the former though. KB Assist operates entirely on AI.

Mortgage advisors who have subscribed to Knowledge Bank will be able to access it for free. However, as the company is pointing out, they will also have the option of using Knowledge Bank without the solution.

KB Assist works by providing advisors with instant recommendations based on relevant criteria. All they have to do to get these is key their enquiries into the system. In addition to making criteria searches easier, the solution will also help newly qualified advisors find their way around the range contained on the Knowledge Bank site.

The Knowledge Bank CEO is Nicola Firth. Talking to Financial Advisor, she said:

“This launch marks the beginning of a new era in criteria search. For the first time, brokers can harness AI directly within Knowledge Bank to streamline their process, improve accuracy and deliver an even better service to their clients.”

This will make life easier for advisors with CeMAP training who are subscribed to Knowledge Bank.