JOURN3Y LogoJOURN3Y

The knowledge platform for financial services

From wealth management to investment banking, Glean connects your research, client notes, compliance documentation and market intelligence into a single secure search layer — so your teams move faster and decide with more confidence.

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Financial Services - AI solutions

We Get It

The challenges you're facing - we've heard them before

"Knowledge locked in siloed systems"

Advisers, analysts and compliance teams waste hours hunting for research, client files and regulatory updates across disconnected platforms.

"Regulatory burden slowing teams down"

Meeting APRA, ASIC and AML compliance requirements demands constant search through policy documents, audit trails and correspondence.

"Institutional knowledge walking out the door"

When experienced advisers or analysts leave, critical client context and market knowledge disappears with them.

"Proposal and tender delays"

Building client proposals, investment presentations and RFP responses takes days when source material is scattered across drives and inboxes.

Here's How AI Fixes This

Practical solutions that deliver real results

Compliance Research at Speed

Advisers and compliance officers surface APRA guidance, product rulings and regulatory updates instantly across every connected system. Glean's SOC 2 Type II certification and permissions-preserving search ensure only authorised staff see sensitive content.

Cut research time. Stay compliant.

Client Knowledge Continuity

When senior advisers or relationship managers move on, their client context, notes and correspondence remains searchable across your firm. Nothing is lost when people leave.

Retain every client relationship, even when people move on.

Proposal and RFP Acceleration

Build investment proposals, capability statements and tender responses in hours, not days. Glean surfaces past proposals, product sheets and market data from across drives, email and CRM.

Win more with less prep time.

Cross-System Research Synthesis

Analysts surface relevant research reports, internal memos and market data across all connected platforms — no more emailing colleagues to find what already exists in your systems.

Find everything once. Act on it faster.
"Our advisers were spending a lot of time pulling together client history before meetings. That's largely automated now. They're more prepared and clients notice. Doesn't sound like much but it adds up."
Rachel — Practice Manager, financial planning firm, Sydney

"Financial services businesses typically reduce documentation time significantly while improving the consistency and completeness of their compliance files."

Frequently Asked Questions

Common questions about AI for your industry

Glean connects your email, documents, CRM, compliance systems and research platforms into a single intelligent search layer. Advisers, analysts and compliance officers find what they need in seconds — reducing research time, accelerating proposals and ensuring nothing is missed before an audit. Glean is SOC 2 Type II certified, GDPR compliant and aligned with APRA data governance expectations.

Yes. Glean is SOC 2 Type II certified, GDPR compliant and designed for regulated industries. Its permissions-preserving search means users only see documents they are already authorised to access — so sensitive client files and compliance records are never exposed to the wrong people.

Glean connects with 100+ workplace applications including Microsoft 365, SharePoint, Salesforce, Slack, Google Workspace, and most financial planning and CRM platforms. Your existing data stays where it is — Glean just makes it all searchable from one interface.

Most organisations are live within weeks. JOURN3Y handles the integration with your existing systems and manages the rollout so it does not disrupt your operations. You get value quickly without a long implementation programme.

JOURN3Y clients report an average efficiency gain of 40%. In financial services, the biggest gains are typically in compliance research, proposal preparation and client knowledge continuity when staff turn over.

JOURN3Y is Australia's certified Glean implementation partner, with specific experience delivering Glean across wealth management, banking, lending and advisory firms. We handle the full implementation — integration planning, system connections, compliance review, staff training and adoption support. Most financial services organisations are live within weeks.

JOURN3Y is Australia's only certified Glean implementation partner — the official partner for Glean in Australia. We've delivered Glean across 17+ industries and handle everything from integration planning to staff adoption. Our process is designed to get you live quickly, with local Australian support throughout your rollout. Most organisations are up and running within weeks.

We Also Help Businesses In

Professional Services

Your institutional knowledge, always on.

Insurance

Smarter knowledge for underwriters, claims and compliance teams.

Technology & IT Services

Institutional knowledge that moves at the speed of engineering.

Serving Financial Services businesses across Australia

We work with Financial Services businesses in Sydney (Northern Beaches, North Shore, Sutherland Shire, Western Sydney), Melbourne, Brisbane, Gold Coast, Perth, and nationally via remote consulting.

Ready to see what Glean can do for your Financial Services team?

Start with a 30-45 minute discovery call. We'll learn about your organisation and show you what's genuinely possible — no pitch, no pressure.

If there's a fit, we'll organise a proper demo. If there isn't, we'll tell you that too.

Book a Discovery Call