A secure digital workplace for financial services
Enable your employees, enhance your client services, and fortify regulatory compliance. All with one secure digital workplace solution.
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Intranet
Unify your internal communications, critical documents, and policies in a secure, branded intranet.
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Process automation
Automate tedious back-end tasks, digitize customer services, and improve operational efficiency.
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E-learning
Upskill your talent, boost retention, and ensure compliance across your workforce.
Consolidate your tools. Get total clarity.
Replace disparate tools and demolish data silos with a digital workplace that unifies your communications, training, processes, and policies.
For the tasks you can't handle within Claromentis, simply integrate your wider toolset using APIs and custom integrations. This centralizes your data, customer records, and insights to ensure everyone has the up-to-date information they need to deliver exceptional services.
Enhance cross-team collaboration
Facilitate remote collaboration via trackable project management spaces. Keep documents, loan applications, and credit reports up-to-date with a version-controlled document management system. And ensure everyone is strategically aligned with targeted internal communications.
Increase process consistency
Give your workforce everything they need to operate efficiently and compliantly. Store, update, and tag SOPs in a searchable knowledge base, and encourage employees to ask subject matter experts questions if anything is unclear. Claromentis adds all answered questions into a convenient FAQ library.
Digitize your operations, reinvent your services
Eradicate inefficient manual processes and improve experiences for your staff and customers.
Our integrated business process automation platform can transform any process into a slick, standardized e-form and workflow. Conditions, triggers, and custom SLAs ensure every form-fill is routed to the right employee, so nothing falls through the cracks.
- Digitize mortgage, loan, and credit card applications
- Build customer support portals and ticketing systems
- Automate evidence capture for audits
- Streamline internal processes, such as incident reports and capital funding requests
Bridge the digital skills gap
The financial services industry is in the midst of a tech revolution. As AI, tokenization, and predictive analytics grow in demand, firms must focus on developing technical competencies and bridging skills gaps.
Our financial services LMS provides everything you need to upskill your workforce.
- Build interactive courses and e-learning pathways
- Use multi-media materials, SCORM content, and training events
- Test employees with interactive quizzes
- Integrate SOPs, AI acceptable use policies, and more
- Assign internal experts as course tutors
- Automate certification and training records
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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
Adapt to regulatory change
The regulatory environment is becoming increasingly volatile, with firms needing to balance shifting ESG requirements, AML rules, and data security obligations.
Claromentis helps you stay agile and compliant, even during periods of change.
- Inform employees of regulatory changes via news updates and pinned announcements
- Build standardized e-forms for customer due diligence, risk assessments, incident reports, and more
- Update, distribute, and track policies with ease
- Create compulsory training centered around obligations
- Curate a helpful repository of SOPs and regulatory guidance
Enforce policy compliance
Our AI-powered policy management application ensures employees read, accept, and understand every critical policy. This is thanks to mandatory acceptance checks, as well as an intelligent Q&A assistant that summarizes complex clauses.
Simplify audit preparation
Collect evidence throughout the year with standardized e-forms, automated training records, policy acceptance metrics, and audit logs. And use our secure extranet features to provide read-only access to external auditors and security partners.
Assign compulsory training
Use our financial services LMS to build, share, and track compulsory compliance training. Completion rates and granular test insights highlight knowledge gaps, which you can then use to optimize your content or change your approach.
Build data-rich dashboards
Get a bird's eye picture of compliance with convenient dashboards. Monitor analytics from your custom KYC and AML processes, and keep track of workflow statuses and SLAs to ensure nothing slips through the cracks.
Safeguard your sensitive data
Modernize your organization without putting your sensitive data at risk.
- Restrict access to content, pages, and processes with granular user permissions
- Reduce unauthorized access with two-factor authentication
- Streamline employee access with secure single-sign on (SSO) capabilities
- Lock-down highly sensitive documents with IP-based access restrictions
- Access audit logs across the Claromentis suite of applications
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News and Blogs
Inform your disparate employees and improve strategic alignment with accessible internal communications.
AI Policy Manager
Manage the complete policy lifecycle and enhance employee compliance with an AI-powered app.
E-learning
Increase cybersecurity awareness, develop digital skills, and bolster compliance.
E-forms and Workflows
Streamline internal operations, digitize applications, build competitive customer-facing services.
Knowledge Base
Store critical SOPs in a searchable knowledge base with convenient FAQs.
User Permissions
Finely control access across content, pages, and applications with granular user permissions.
Document Management
Store, edit, and share reports, applications, and customer information in a secure, version-controlled DMS.
Analytics and Dashboards
Track compliance KPIs, KYC workflows, training metrics, and more.
Extranet
Provide secure, restricted access to external auditors and security partners.
“Claromentis is a really good tool to improve communication, and it provides a central place for people to talk and share ideas. Overall, we've had a great experience, especially with Claromentis —very responsive and always very flexible with their schedules.”
Enable your team to deliver exceptional experiences
Our digital workplace for financial services centralizes knowledge, improves communication, and streamlines operations. Combined, this helps you deliver better, more consistent client experiences. To find out more, book a personalized demo with one of our experts.
