Finance & Insurance

Trusted Knowledge for Clients, Advisors, and Internal Teams

In the world of finance and insurance, clarity, compliance, and consistency are non-negotiable. Yet many firms still rely on scattered documentation, legacy systems, and manual content updates resulting in slow service, inconsistent advice, and regulatory risk. Polly.Help brings structure, control, and scalability to your knowledge across all channels and teams.

Common Challenge

Advisors and agents relying on outdated or conflicting information

Clients receiving different answers from different service reps

Regulatory updates not applied consistently across documents and systems

Onboarding new team members takes too long due to scattered knowledge

Audit trails and version control missing from critical content

How Polly.Help Supports

Polly.Help centralizes, secures, and scales your knowledge helping you deliver consistent service, meet compliance standards, and empower both your employees and your clients.

One platform for agents, advisors, back-office teams, and self-service portals

Structured governance with version control, audit history, and approval workflows

Role-based access for sensitive or confidential knowledge

Built-in compliance with ISO27001, GDPR, and WCAG 2.1 standards

Seamless integration into CRMs, policy platforms, intranets, and mobile apps

AI-powered content suggestions and search for faster, more accurate service

Proven in Practice

Polly.Help is trusted by forward-thinking financial and insurance providers to reduce risk, increase advisor efficiency, and deliver faster, more consistent customer experiences.

With Polly.Help, you’ll transform knowledge into a competitive advantage enabling confident decision-making, smoother onboarding, and reliable, compliant service across every touchpoint.

To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.

Functional Always active

The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.

Preferences

The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.

Statistics

The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.

Marketing

The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.

Finance & Insurance

Common Challenge

How Polly.Help Supports

Proven in Practice

Sign up for our newsletter

Polly.Help B.V.