Financial Intranet

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 teams everything they need to do their job in a secure and productive environment.

Book a demo
Read our customer success stories

Why should you use our financial intranet?

Take advantage of our extensive expertise

By choosing Claromentis intranet software, you will benefit from our expertise in delivering dedicated financial intranet solutions for banks, credit unions, and other financial organizations. 

With extensive experience working within the financial sector, we understand the unique requirements of the sector, so Claromentis is designed to cater to the specific needs of businesses like yours to ensure robust security, streamlined communication, regulatory compliance, and efficient information management, providing a comprehensive platform for seamless operations.

expertise in financial intranets icon
Boost productivity with an integrated solution

Boost productivity by incorporating multiple tools in a single integrated solution

Claromentis is a unified digital workplace solution that increases productivity and efficiency by integrating essential tools for easier access. By amalgamating various applications into a single platform, our financial intranet streamlines workflows by making it easier and quicker to toggle between different tools.

An integrated approach empowers seamless collaboration and accessibility, providing your staff with the convenience to access everything they need in one place, from calendars and e-forms to document management and e-learning resources. By choosing Claromentis, you will optimize workflow efficiency by putting the tools your team needs at their fingertips, so there is no more wasted time hunting for resources and switching between different systems and devices apps.

Unlock the secret to better employee engagement across your business

With the Claromentis financial intranet, you can foster enhanced employee engagement throughout your organization. Digital rewards and public thank yous for best practice 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 which works collaboratively for the good of the business. 

Improved employee engagement
Drag and drop easy to use content management

Build a collaborative digital workplace with easy-to-use content management tools

With Claromentis, you can effortlessly construct a collaborative digital workspace with user-friendly content management tools, without the need for extensive technical expertise and know-how. Simply build your digital platform using intuitive drag-and-drop widgets, such as announcements, news updates, and upcoming projects, for a personalized digital workspace that is an invaluable source of information for your team. The platform can be easily customized to reflect your business’s branding with tailored styles, fonts, and colors, raising its profile among your employees and integrating it into their daily workflow.

Choose the most comprehensive financial intranet solution out there

Over the last decade, our teams have worked with banks, credit unions, and financial institutions on projects of all scopes; from out-of-the-box financial intranet software deployments to full-scale custom development projects. Our powerful software helps you handle core business functions and streamline internal processes, making Claromentis one of the most comprehensive digital workplace solutions for the financial industry.

Highly secure financial intranet
Build financial processes using e-forms and workflows

Build custom e-forms and workflows for your financial processes

Build e-forms and workflows for any financial process your teams need, 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 with gamified e-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 coworkers within a central nurturing environment. Award intranet badges to staff who meet their training milestones to inspire motivation and engagement.

e-learning including gamification
Financial intranet with rights controlled by our secure permission system

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.

Book a personalised demo

Schedule a time to speak to our team of experts about your project goals and we’ll show you how the Claromentis platform can help you achieve them.

Book a demo

Manage financial policies proactively

Your financial organisation must conform to specialised financial industry policies and procedures in order to operate. 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.

Manage all aspects of financial policies and procedures
Version control for all documents in our Document management solution

Organise your financial documents with version control

Staying up-to-date with the latest industry regulations is crucial for your finance teams. Our version-controlled Document Management System displays the latest version of each and every document, such as acceptance criteria for loans, eligibility checks, and account terms & conditions, so that your team are always working from up-to-the-minute information.

Improve cross-departmental collaboration

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.

improve collaboration across departments
financial intranet tools that are built to enhance internal communications and knowledge sharing

Intranet banking tools to support your teams and improve customer service

Financial institutions, credit unions, and the banking industry are governed by complicated regulations that can be difficult to relay to customers. Enable employees to give the best possible customer service with financial intranet tools that are built to enhance internal communications and knowledge sharing, such as employee profiles, knowledge base software, and intranet forums.