With many of our customers situated in the financial sector, we’re starting to see some similarities in relation to essential intranet functionality. In comparison to other industry sectors, organisations within the financial sector have a tendency to adopt a phased approach when introducing social tools into their organisations, to ensure they gain management buy-in. There is also a strong emphasis on fulfilling core business processes, enhancing departmental knowledge-sharing to improve customer service and facilitating employee self-sufficiency.
Some key financial sector intranet features include:
E-forms and Workflows
The Business Process Management module enables employees to complete online forms on their intranet with the added benefit of allowing customers to complete forms on public-facing websites and extranet portals. An example of this can be seen with Bridgewater Bank – with an online mortgage application form.
Activity Logs
All user activity across the intranet is monitored and recorded and can be filtered by individual users, intranet applications and actions fulfilled. Through this application, ranking scores or values can be added to intranet activities to encourage adoption.
Compliance Management
To ensure procedures and standards are being adhered to; the Compliance Management application allows intranet administrators to monitor and manage the progress of each compliance procedure. Reports can additionally be produced and non-conformance highlighted.
Granular Permission System
This is an obvious requirement but shouldn’t be underestimated – being able to apply permission-rights on a granular level ensures that confidential or sensitive information is available only to those employees who have the necessary rights.
For further information on how Claromentis can provide your financial institution with an intranet platform and previous case studies – read the full article. Alternatively, you can log in to our free intranet demo system or view all of our intranet applications.
