Control the knowledge that powers your AI

Governance that keeps institutional knowledge trusted

AI and staff guidance are only as reliable as the knowledge behind them.

Smart Control helps financial institutions manage the full lifecycle of approved resources, from upload and versioning to review, approval, publishing, and ongoing maintenance. Rules-based workflows create accountability across teams, ensuring policies, procedures, and institutional content are reviewed by the right stakeholders before they are used across the organization.

With Smart Control, institutions can expand AI and internal knowledge access with greater confidence, knowing responses and guidance are grounded in current, approved content.

Core capabilities

• Rules-based review and approval workflows

• Configurable stages, assignees, and approval requirements

• Role- and team-based access controls

• Version control with document history

• Review frequencies to keep content current

• Comments, approvals, rejections, and workflow notifications

• Publishing controls for approved content

• Timeline reporting for auditability and compliance

Designed for institutional governance

Financial institutions operate in environments where accuracy, oversight, and accountability matter.

Smart Control brings structure to the way institutional knowledge is reviewed, approved, and maintained. Teams can define approval rules, assign reviewers, set minimum approval requirements, and ensure content moves through the right workflow before it becomes available to staff or AI.

Governance is built directly into the content lifecycle, helping institutions maintain control without slowing innovation.

Maintain consistent operational knowledge

Policies, procedures, and operational resources change over time. Smart Control helps ensure those updates are reviewed, approved, and tracked before they are published.

• Reduce risk from outdated documentation
• Keep staff and AI aligned to approved guidance
• Improve consistency across teams and locations
• Support off-cycle updates when content changes
• Maintain confidence in the information used across the institution

With version history, review frequencies, and controlled publishing, institutions can clearly manage what content is current, what needs review, and what has been approved for use.

Built for responsible AI adoption

AI becomes more valuable when it operates within institutional guardrails.

Smart Control ensures the content powering AI assistants is accurate, approved, and aligned to internal standards before it is made available. Once content completes the required approval stages, it can be published to Smart Drive and made available to Smart Assist and Lynq + GenAI, if configured.

Responsible AI starts with responsible knowledge governance.

Part of the Agent IQ platform

 Smart Control works with Smart Drive and Smart Assist to help financial institutions govern the knowledge that powers AI and staff guidance. 

• Smart Drive organizes institutional knowledge

• Smart Assist delivers AI-powered guidance to staff

• Smart Control governs how knowledge is reviewed, approved, updated, and maintained

 Together, these capabilities help financial institutions scale AI responsibly while maintaining operational confidence.