Intranet Solution for Financial Services
An intranet solution for financial services empowers your workforce.
Work, collaborate, and share using a centralized, secure source
of information.
Protect Sensitive Financial Data
Keep policies, procedures, client resources, and internal documents secure within Microsoft 365 while supporting compliance and governance requirements.
Improve Internal Communication
Deliver important updates, operational changes, and compliance announcements from a centralized platform that helps employees stay informed.
Connect Teams Across Branches and Departments
Give employees easy access to colleagues, expertise, and organizational information, whether they work in lending, operations, wealth management, compliance, or member services.
Centralize Financial Knowledge
Bring policies, forms, training materials, operational procedures, and business resources together in one searchable location.
"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
PolicyHub for Financial Services
Track Policy Acknowledgements
Ensure employees receive and acknowledge critical policies. Send reminders, monitor completion, and improve accountability across the organization.
Centralize Policies and Procedures
Keep policies, procedures, forms, and supporting documents organized in a single location so employees can quickly find current information.
Maintain Audit Ready Records
Capture and export acknowledgment data to support audits, examinations, and compliance reporting.
Simplify Policy Governance
Assign ownership, manage reviews, and streamline policy updates with tools designed to support compliance and operational efficiency.
Find Answers Faster with AI-Powered Search
Financial institutions rely on information spread across SharePoint sites, policies, procedures, forms, knowledge bases, and business applications. SearchHub brings it all together in a single search experience, helping employees quickly find the information they need to serve members, support clients, and stay compliant.
Whether someone is looking for lending procedures, compliance guidance, HR resources, product documentation, or internal expertise, SearchHub reduces time spent searching and increases confidence in the information employees find.
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.
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 team members notice immediately.
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.