Financial Intranet
A secure, modern hub tailored for banks, credit unions, and financial institutions.
Overview
- Internal Communication: News for company updates and an Events Calendar for training, meetings, and deadlines
- Quick Links: Direct access to the most-used systems, forms, and calculators
- Performance Dashboards: Track loan portfolios, delinquency rates, and branch KPIs in real time
- Copilot Agents: Natural language queries for policy and compliance documents
- 100% OOTB: Built entirely with SharePoint and Microsoft 365, no custom code
Benefits
- Single Source of Truth: Employees always know where to find the latest policy and compliance updates
- Audit-Ready: Regulatory requirements are documented, version-controlled, and easy to access during reviews
- Efficiency Gains: Loan officers and staff spend less time searching for forms or resources
- Transparency Across Branches: Leadership and employees share the same view of KPIs and performance
- Employee Engagement: News, recognition, and cultural updates keep teams connected and motivated
Financial Intranet Homepage
Financial Intranet Hero Section with CTA
Financial Intranet Department Links
Financial Intranet Calendar Section
Financial Intranet Links to Resources
Financial Intranet Employee Spotlight
Financial Intranet News Section
Financial Intranet Map of Branches
Financial Intranet with integrated Copilot Agents
Financial Intranet KPI Dashboards