Intranet software for banks, credit unions and financial organizations
With centralized communication features, AI-powered policy management, and project management spaces, our intranet software gives your teams everything they need to do their job in a secure and productive environment.
Consolidate your communications and knowledge
Fragmented tools create data silos, compromise compliance, and can lead to frustrating customer delays.
We believe it's better to bring your knowledge together, not break it apart.
Claromentis unifies your essential communications, knowledge, and operations in a single, secure intranet.
- Write or AI-generate news and blog updates
- Push out unmissable urgent announcements
- Store and manage your policies in an AI-enabled app
- Create a knowledge base full of SOPs, service information, and FAQs
- House documents, reports, applications, and more in a secure, version-controlled system
- Build dedicated pages for your teams
- Manage HR procedures in dedicated apps
- Centralize performance insights in data-rich dashboards
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Keep documents up to date
Adhere to changing regulatory obligations and ensure employees have access to current SOPs, policies, and files. Built in version-controlling displays the latest version of every document, whether that's acceptance criteria for loans, AML checks, account terms & conditions, or your AI acceptable use policy.
Improve cross-department collaboration
Support hybrid working initiatives, improve accountability, and unite your teams with Claromentis's suit of collaboration tools. Organize tasks in our trackable project management software; communicate 1:1 with in-system messaging; engage in topic-based conversations with collaborative discussion rooms; and more.
Build a customized intranet
Harness our user-friendly content management tools to build and maintain a personalized intranet - all without the need for IT support. Build pages using intuitive drag-and-drop widgets. Customize your design and branding with fonts, colors, and logos. And improve user navigation with adjustable menus, buttons, and optional AI search.
Streamline knowledge discovery with AI
Find resources instantly, reduce internal information requests, and provide faster customer responses and application approvals. All thanks to our intelligent, intent-based AI search capabilities.
The system only ingests content from your intranet, eliminating any chance of AI fabrications. Furthermore, it works in tandem with your permissions and security settings. Meaning users will only ever receive links or information that they're permitted to see.
“We built a platform that truly fit our needs and matched our culture. We weren't forced to adapt our tools and resources into a one-size-fits-all system. And the good news is we still have room to grow with Claromentis. With so many applications choices and options to use the applications, our platform is a continued work in progress that will fit our needs for many years to come.”
Manage financial policies proactively
Manage the complete policy lifecycle with our AI-powered policy manager.
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Create, review, and distribute policies in one hub
- Collaborate with stakeholders
- Notify employees of pending policies
- Capture acknowledgement with compulsory read-accept mechanisms
- Track acceptance rates via application analytics and customizable dashboards
- Improve employee understanding with AI-powered chatbots
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Book a personalized demo
Schedule a time to speak to our experts about your project goals and we'll show you how the Claromentis platform can help you achieve them
Trusted by 100,000+ users worldwide
Unlock the secret to better employee engagement
With the Claromentis financial intranet, you can enhance employee engagement throughout your organization. Digital rewards and public thank you messages promote the core values that drive growth and success in your business, and motivate employees to go the extra mile to fulfil their responsibilities.
By cultivating a culture of appreciation, a finance intranet will build employee engagement, resulting in a happier, more focused team.
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A secure intranet, built for heavily regulated firms
Claromentis is an ISO 27001:2022 certified vendor with extensive experience in the financial services industry.
Our intranet helps you protect your client data, uphold your regulatory obligations, and streamline your annual audits. All without compromising efficiency, engagement, or user experiences.
- Take advantage of built-in security features, including two-factor authentication and SSO
- Set granular user permissions to restrict access and personalize content experiences
- Turn AI functionality off if needed
- Access a complete audit log trail
- Host your platform on-premise or in a cloud environment of your choosing
News and Blogs
Write or AI-generate news and blogs articles that improve strategic alignment and engagement.
Collaboration Tools
Improve cross-team collaboration with project management spaces, discussion rooms, and comms tools.
Knowledge Base
Store your financial SOPs, product knowledge, and FAQs in a searchable library.
AI Policy Manager
Manage the complete policy lifecycle, capture evidence of acceptance, and improve employee understanding.
Locations
Track performance signals and compliance data in location or department-based dashboards.
AI Search and Assistant
Speed-up knowledge discovery and customer service responses with AI-powered tools.
Permissions
Protect confidential data and personalize content experiences with our extensive user permissions system.
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Badges
Reward hardworking employees with skills-based badges, which they can proudly display on their profile.
Explore the full suite
Process automation
Automate loan applications, AML processes, and more with our no-code automation platform.
E-learning
Distribute and track compulsory compliance training and competitive L&D opportunities.
Get the complete digital workplace
Combine all 3 platforms to build an all-encompassing digital workplace for your firm.
Give staff a
workplace to call home
Access every app, share information, and collaborate in one central financial services intranet. Try Claromentis now or book a demo with our experts.
