Intranet software for banks, credit unions and financial organisations
Choose the digital workplace provider that’s trusted by tens of thousands of financial sector employees around the globe. With process automation, e-forms, centralised communication features, and policy management, our intranet and digital workplace software gives your finance organisation or team with all the tools they need to do their job in a secure and productive environment.Read our case studies
Investing in financial intranets
Over the last decade, our teams have worked with banks, credit unions, and financial institutions on projects of all sizes and scopes; from out-of-the-box financial intranet software deployments to full-scale custom development projects. Our powerful software helps to handle core business functions and streamlines internal processes, making Claromentis one of the most comprehensive intranet software and digital workplace solutions for the financial industry.
Build custom e-forms and workflows for your financial processes
Build e-forms and workflows for any financial process you can think of, from internal purchase order requests to public-facing mortgage application forms. Use our smart features to automatically assign e-forms to specific finance team members, and capture data from every e-form submission to gather insights and analyse key trends.
Encourage staff development and learning
Create and deliver training courses to your staff using our e-learning software. Every employee can follow their own learning path, achieve training certificates, and collaborate with their fellow students in a central nurturing environment.
The Learning Management System is an excellent tool that fosters learning and collaboration with colleagues
Kenyetta, The Central Bank of The Bahamas
Secure your financial intranet with permissions
Some areas of your financial intranet should only be accessible to certain teams or senior management. You can easily control access rights using our built-in permissions system, where you can tailor exactly who can view or access particular documents, pages, policies, or e-forms.
Manage financial policies proactively
Banks or credit unions without policies is like peanut butter without jam – it just doesn’t work. Our policy management application allows you to manage the entire workflow of your policies, from creation and approval through to distribution and acceptance. Increase acceptance rates by adding mandatory read widgets to your intranet homepage, so it’s the first thing employees see when they login.
Organise your financial documents with version control
Financial organisations typically have a lot of documents, such as acceptance criteria for loans, eligibility checks, and account terms & conditions. Not only that, your finance teams need to stay up-to-date on the latest industry regulations at all times to best run your business. Keep these critical documents organised on your intranet using our version-controlled Document Management System, where you will always find the latest version of each and every document.
Break down office silos and unite your teams with centralised collaboration tools, including our communication app for one-to-one conversations and our corporate social networking tool for company-wide collaboration. Providing your teams with a single space for collaboration will make sure that your staff can keep conversations focussed, and not get side-tracked by emails and constant app-switching.
It’s a really good tool to help improve communication, and it provides a central place for people to talk and share ideas.
Trisha, Stanford Federal Credit Union