Knowledge Bank launches AI tool for criteria search

By typing in their case query, brokers receive instant suggestions on criteria areas to explore.

Related topics:  Criteria,  AI,  Knowledge Bank
Rozi Jones | Editor, Financial Reporter
21st August 2025
AI tech

Knowledge Bank has announced the launch of a new beta feature: KB Assist.

With KB Assist, brokers can continue to use Knowledge Bank in the same way as before, but now have the option to utilise AI. By typing in their case query, brokers receive instant suggestions on the most relevant criteria areas to explore.

The innovation will help brokers with both standard and complex cases, however Knowledge Bank says the AI assistant will be particularly useful for brokers handling quirky or unusual cases. It also acts as a guide for new and inexperienced brokers, helping them navigate Knowledge Bank’s breadth of criteria.

KB Assist is available immediately to all subscribers at no additional cost, giving brokers access to AI support as part of their existing Knowledge Bank subscription.

Nicola Firth, CEO of Knowledge Bank, 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. We’re proud to be the first to bring this innovation to the market – and this is only the beginning. A whole series of AI-based releases are in development, designed to elevate the experience for both brokers and lenders.”

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