Next-Gen Financial Intranet Solution For Banks and Financial Organizations
A finance intranet solution empowers your team members.
Work, collaborate and share using a centralized, secure source
of information.
Intranet Benefits For Financial Institutions
The right financial intranet solution serves as a central “bank” for company information, ideas, collaborative tools, and more. A hubley intranet for finance helps your business become more organized, productive, and profitable.
Secure, Compliant Environment for Documents and Data
Store documents, client information, and company files in hubley’s secure environment. Empower your team members to get more done with a simple yet powerful collaborative platform. And of course, hubley complies with financial industry regulations and security requirements. Rest assured you can feel confident that all your data is protected.
Fast and Effective Team Communication
Success in the financial services industry requires operational excellence. This can’t be achieved without excellent communication and collaboration between team members. What do you get with a financial intranet software from hubley? A centralized platform for communication and collaboration using the Microsoft tools employees already know.
Superior Staff Interaction
The staff directory makes it easy to find the right person in your organization. Regardless of what department, team, or branch they work in, your team can stay connected no matter how large your business grows.
Centralized Resources
Your finance intranet platform centralizes all your data resources. This powerful solution accelerates and enhances your processes and client experiences. In the finance industry, information is the key to success.
PolicyHub – A Better Way To Manage
Policies and Procedures
Managing policies and procedures is essential to financial service success. Bring together policy information and documentation for simple and efficient collaboration with the hubley PolicyHub.
Collect Acknowledgements on Key Policies
One of the most important elements of policy management is ensuring employee awareness. Collect acknowledegments of policies from team members, take a more active approach to policy sharing and enforcement, and send reminders all with PolicyHub.
Collaborate on Policies and Related Documents
For any finance business, up-to-date and well-thought-out policies are essential. That requires teamwork and multiple eyes on each document. Use PolicyHub to create, update and organize policies as well as any related documentation. hubley makes it easy to keep your team in the loop.
Log and Export Policy Acknowledgement Data
Make sure you have detailed records of compliance to policy acknowledgements by logging them. Then, export that data to CSV files for easy use outside of hubley.
Expand Your Functionality With PolicyHub+
With the PolicyHub+ add-on application, get a guided policy owner experience for updating, reviewing, acknowledging, and publishing policies. Easily assign them to the relevant team members at each stage. Plus, check your acknowledgement histories. This back-end companion to PolicyHub makes your finance intranet solution even easier to use.
Increase Information
Access With Links
Use resource links to easily share access to external resources. This helps you expand your finance intranet platform to a variety of other relevant resources. You can even change which links appear in different intranet contexts.
Keep Team Members
Informed With Alerts
Push information to team members using custom-targeted, company-wide, or departmental alerts. These can provide information, reminders, and updates that are immediately noticeable to team members.
Customize To Suit Your Team’s Unique Needs
Fully-Branded
Customize your hubley intranet with your organization’s branding.
Customizable Layout
Change the dashboard layout for specific teams or departments. Provide team members with individualized homepages to always have the most relevant resources available.
White-Label Features
Every feature of your intranet is a white-label solution that can be made into your own.
Easy Editing
Every intranet exists to serve information and content. hubley is easy to customize with resources, market insights, client data, and more.
Client Testimonials
Our journey with hubley has been amazing. I love how you can change/edit so many features (headings, print doc titles, etc.) to make it your own, and the variations of color, text, and size to customize it to your liking. Very Impressive!
Cheryl James, Accounting Specialist, Rondout Savings Bank
Frequently Asked Questions
An intranet platform provides a hub for staff interactions, centralized document management, and streamlined communication. It is your sole source of corporate truth, and its features allow you to interact and collaborate with team members.
The hubley platform uses all the modern security features of Microsoft 365 to keep your data safe. It is built following the latest compliance regulations to give you peace of mind.
The hubley financial services intranet platform provides a wide range of benefits to strengthen your compliance posture. With our finance intranet, you’ll enjoy advantages and features such as:
Alerts and Regulatory Updates
Stay ahead of regulatory changes with custom alerts tailored to your organization's specific needs. hubley's finance intranet seamlessly integrates with SharePoint to deliver timely notifications about evolving compliance requirements. By keeping your team informed, you can proactively adapt to regulatory shifts and mitigate potential risks.
Efficient Record Keeping
Simplify compliance management with hubley's centralized repository for record keeping. From national to international rule sets, hubley's finance intranet ensures meticulous documentation and tracking of compliance measures. By streamlining record-keeping processes, you can effortlessly maintain compliance and facilitate seamless financial audits.
Data Governance and Security
Safeguard sensitive information and maintain data integrity through robust data governance practices. With hubley's finance intranet, you can establish personalized access control protocols tailored to each employee's role. By enforcing strict access controls, you mitigate the risk of unauthorized access and ensure confidentiality across your organization.
Collaboration and Communication
Foster collaboration while safeguarding sensitive information with hubley's secure communication channels. By standardizing communication channels within the SharePoint ecosystem, you promote efficiency and transparency across your workforce. Whether addressing compliance queries or facilitating audits, hubley's finance intranet facilitates seamless communication within your organization.
Version Control and Audit Trails
Track changes and maintain version control for essential compliance documents with hubley's intuitive platform. By recording modifications, timestamps, and user actions, hubley enables comprehensive audit trails that enhance accountability and transparency. Identify the source of discrepancies and address compliance issues effectively with hubley's version control capabilities.
Custom Workflows
Don’t rely on generic templates that aren’t built for your business. Instead, tailor compliance processes to your organization's unique requirements with custom workflows powered by hubley and SharePoint. Automate approval cycles, compliance checks, and document reviews to streamline operations and minimize human error. With hubley's finance intranet, you can optimize compliance workflows and drive efficiency across your organization.
Absolutely. Your bank will get tremendous benefits from a financial intranet. SharePoint and hubley have numerous tools and features designed specifically for financial institutions, including:
Centralized Information Hub
Transform your intranet into a centralized repository for crucial information, housing everything from policies and procedures to compliance documents and employee resources. Accessing vital records and reviewing specific policies becomes a breeze, ensuring streamlined operations across your organization.
Secure Document Management
SharePoint's secure document storage capabilities, combined with hubley's features, offer unparalleled control over access permissions and version control. Safeguard sensitive documents, restrict viewing and editing privileges, and track changes seamlessly to uphold integrity and transparency.
Collaboration and Workflows
Do you need to create custom workflows for compliance checks, loan approvals, and other processes? That’s one more reason to invest in a finance intranet — you can use it to create workflows that strengthen your bottom line and enhance business efficiency. As a result, your team can get more done and better serve clients.
Task-Focused Sites
SharePoint allows financial institutions to create secure task-focused sites for teams or projects. You can build a unique site for each major department within your organization, ensuring every team can easily find the resources they need to be productive. Adding compliance tools and company policies to each task-focused site turns these sites into valuable resources.
Employee Portals and Self-Service
Empower your workforce with personalized employee portals, granting access to training materials, company news, and HR information. Foster collaboration and immerse employees in company culture while alleviating HR's administrative burden.
Knowledge Management and Training
Combat knowledge silos and promote upskilling with intranet-driven knowledge bases, FAQs, and training resources. Empower employees with the information they need to excel, driving productivity and ensuring continuous growth.
Compliance Tracking and Reporting
Harness SharePoint's capabilities to track compliance activities, monitor regulatory changes, and generate reports seamlessly. Make compliance a cornerstone of your company culture, ensuring adherence to industry standards and regulatory requirements.
Specific Use-Cases
Leverage a finance intranet for:
- Client onboarding
- Risk management
- Policy distribution
- Training and certification
- Audit and reporting
A great intranet platform becomes your one-stop shop for compliance, productivity, and reporting.
Transform your intranet into a collaborative platform for financial planning and client service delivery. hubley's finance intranet offers centralized data storage, collaborative opportunities, and enhanced access to information and training, empowering your team to achieve more and deliver exceptional service with confidence.
hubley Intranet Designed for Financial Services
A finance intranet solution empowers your team members. Work, collaborate and share using a centralized, secure source of information.
