Finance digital workplace

A digital workplace for financial services

Satisfy customer demands. Keep pace with changing regulations. Boost your share of wallet. 

Available in the cloud and on-premise, Claromentis is a powerful 3-in-1 digital workplace solution, comprising intranet, automation, and e-learning functionality.

Eager to learn more? Schedule a 10-minute consultation with one of our experts.

  • Fill in the form
  • Schedule a time that suits you
  • Tell us about your firm's digital workplace requirements
  • Ask us any questions

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Schedule a 10-minute discussion call

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Why choose Claromentis?

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3-in-1 solution

Harness 3 powerful platforms in 1; a custom intranet; a SCORM-compliant learning management system; and a comprehensive process automation tool. 

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Intuitive UI

You don't need to be technical expert to use Claromentis. Thanks to our no-code interface, anyone can create content, workflows, and training.

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On-premise available

Unlike many other vendors, we provide SaaS and on-premise deployments, allowing you to comply with your security and regulatory needs. 

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Secure by design

Keep your customer data safe with granular user permissions, audit logs, two-factor authentication, IP-based access controls and more.
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Create one source of truth

Bring an end to inefficient data silos and miscommunications. Claromentis centralizes your product information, data, policies and more in one secure, permission-based solution.  The result? You can improve collaboration, boost compliance, and deliver a consistent omnichannel experience. 

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Reimagine your customer experiences

Harness our business process automation platform to streamline repeatable processes, including incident reports, mortgage applications, and customer feedback collection. You can also build innovative new services, such as self-service channels, to exceed customer expectations and get one step ahead of your competitors.

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Boost employee engagement

Give your employees all the tools they need to succeed. 

Monitor morale and boost engagement with our intranet and internal communications features. Upskill talent and provide market-leading professional development opportunities with our SCORM-compliant learning management system. Enhance productivity levels and reduce stress with our comprehensive business process automation platform. 

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Streamline your regulatory procedures

Forget old, error-prone manual processes. With e-forms, automated workflows, and trackable compliance projects, you can:

  • Simplify audit evidence collection
  • Standardize reporting and vetting procedures
  • Ensure accountability
  • Monitor compliance readiness
  • Update policies and archive outdated versions
  • Distribute important compliance information
  • Share information securely with external auditors

 

What financial firms say about us

Stanford Federal Credit Union
The Central Bank of The Bahamas
SFCU

Trisha

VP of IT Operations at SFCU

"It’s a really good tool to help improve communication, and it provides a central place for people to talk and share ideas. Overall, we had a great experience, especially with Claromentis North America — very responsive and always very flexible with their schedules."
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Kenyetta

Asst. Manager at The Central Bank of The Bahamas

“The Learning Management System is an excellent tool that fosters learning and collaboration with colleagues.”
Stanford Federal Credit Union
SFCU
Trisha

VP of IT Operations at SFCU

"It’s a really good tool to help improve communication, and it provides a central place for people to talk and share ideas. Overall, we had a great experience, especially with Claromentis North America — very responsive and always very flexible with their schedules."
The Central Bank of The Bahamas
bahamas-1
Kenyetta

Asst. Manager at The Central Bank of The Bahamas

“The Learning Management System is an excellent tool that fosters learning and collaboration with colleagues.”

Digital workplace for finance FAQs

Do we have to adopt all three platforms?

Depending on your firm's requirements, you can adopt one, two, or all three of our digital workplace platforms. 

Our packages are as follows:

  • Claro Core: Intranet
  • Claro LMS: Intranet + LMS
  • Claro BPA: Intranet + BPA
  • Full Digital Workplace Solution: Intranet + LMS + BPA

Can you help us build e-forms and workflows?

Our business process automation platform, InfoCapture, is completely no-code. This means anyone can build an automated e-form or workflow, no matter their technical expertise.

That said, if you find yourself stuck and would like our assistance, we're more than happy to help.

Our experts can provide InfoCapture consultation, workflow creation, and application development support. Simply tell us what you need and we'll sort out the rest.

Can we host Claromentis on-premise?

Absolutely. We provide SaaS and on-premise deployments. 

So, whether you're contending with legacy technology or complying with strict regulations, we can adapt to your needs and provide a hosting option that works for you. 

When can we expect to launch our digital workplace platform?

For most customers, we aim to deploy within 6-8 weeks. However, this will naturally depend on the scale of your project. 

Throughout the pre-launch stage, our helpful team will provide effective onboarding and training support. 

 

Modernize your financial services firm

Ready to take the next step? If you'd like to learn more about our digital workplace solution for financial services, please schedule a short call with one of our experts. 

Schedule My 10-Min Call
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