Intranet software for banks, credit unions and financial organizations
Choose the digital workplace provider that’s trusted by tens of thousands of financial sector employees around the globe. Complete with automated e-forms, centralized communication tools, and policy management, our intranet and digital workplace software gives your teams all the tools they need to do their job in a secure and productive environment.
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 handles core business functions and streamlines internal processes, making Claromentis one of the most comprehensive intranet software and digital workplace solutions for the financial industry.
Replace manual processes with digital automation
Save time and improve accuracy by transforming your manual financial processes into automated e-forms and workflows. Use our smart features to automatically assign e-forms to specific finance team members, and capture data to unlock insights and analyze key trends.
Keep your financial documents organized
Financial organizations 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 organized on your intranet using our version-controlled Documents library, where you will always find the latest edition of each and every document.
Connect dispersed branch teams with collaboration tools
Break down business silos and unite your branch workers with centralized collaboration tools. Wherever your staff are based, dedicated collaboration spaces keep them connected to the wider business, making it easy to communicate updates and successes.
Secure your financial intranet with permissions
Some areas of your financial intranet should only be accessible to certain teams or senior management. Easily control access rights using our built-in permissions framework, where you can tailor exactly who can view or access particular documents, pages, policies, or e-forms.
Improve policy acceptance rates
Complying with regulations and governance is vital for financial services. Boost the visibility of your policies with our policy manager tool, where you can manage the entire workflow 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.
Encourage staff development and learning
Expand employee knowledge with engaging and interactive training courses. Our e-learning software empowers employees to build their own learning path, achieve training certificates, and collaborate with their coworkers in a nurturing environment.
What our customers say
Financial services insights from our blog
