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.
Take advantage of our extensive expertise
Benefit from our extensive expertise in delivering financial intranet solutions for banks, credit unions, and other financial organizations.
Claromentis is designed to cater to the specific needs of the financial services industry. It delivers robust security, streamlined communication, regulatory compliance, and efficient information management, providing a comprehensive platform for seamless operations.
Consolidate tools and boost productivity
Claromentis unifies your essential applications into a single platform, 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 policies and internal communications to document management and knowledge base resources.
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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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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.
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Choose the most comprehensive financial intranet solution
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 intranet platform for financial services helps you handle core business functions and streamline internal processes, making Claromentis one of the most comprehensive 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 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.
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Encourage staff development with 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.
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
Secure your financial intranet with permissions
Some areas of your financial intranet should only be accessible to certain teams or senior management. With our on premise intranet for financial institutions 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
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.
Organize 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.
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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.
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.
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.
