Last year was another banner year for Intranet Connections, which included the release of two new products, our Financial Intranet and our Healthcare Intranet. While this blog will solely focus on the feature enhancements that were delivered in our Financial Intranet, we will publish another blog shortly that will detail our Healthcare Intranet Product Enhancements.

Why a Financial Intranet?

Before we dive into the nuts-and-bolts, you may be asking yourself why a Financial Intranet over all others? This is a good question, one that we had to ask ourselves after 15 years of building a single intranet software platform to serve all of our customers.

The answer… we’ve worked with over 260 financial firms who have deployed our intranet software in which we acquired tacit knowledge, invaluable insight and an active customer base to deliver a unique, tailored intranet solution specific to banks, credit unions and financial organizations.

Top 10 Financial Intranet Features

The list that follows are just some of the many features available on our Financial Intranet (see feature checklist), as we offer more than 60 applications, including an employee directory, document management, team/department site builder and online forms, which are built directly into the product. This list highlights a few notable features that pack a big bang for banks, credit unions and financial firms deploying our Financial Intranet.

1. Financial Mega Menus

Gone are the days of a single static navigation bar. Spice up your Financial Intranet and offer your employees access to the all the resources they need from the Mega Menu interface. Our Mega Menus feature allows you to create a “mini-page” of menu ideas with links, content and images to be displayed within the menu itself.

Mega Menus provides quadruple navigational space available on a single item traditional menu layout. This interactive navigation presents employees with more options on their intranet. By placing the most popular links and frequently used resources on your Mega Menu, this facilitates easier usability for your branch employees, which yields higher employee engagement on your intranet.

Additionally, your Financial Intranet comes with a pre-built Mega Menu that delivers endless value to your intranet manager and your employees, helping them access the most popular and important areas of your Financial Intranet, including:

• Employee Satisfaction Survey
• Vacation Request Forms
• Find a Document & Policy
• Mileage Claim Report
• Do It Yourself Learning
• Find an Employee
• And many other resources

2. Compliance Council Site

Make life simple for your Compliance Council with our pre-built Compliance Council Site within your Financial Intranet. Our Compliance Council Site includes extremely valuable, one-click resources for your council, including:

• Policy Revision Schedule: quickly review the status of policy revisions and schedules for review of all policy documents.
• Council Calendar: help your Compliance Council plan for future meetings and commitments.
• Compliance Discussions: provide a collaborative space for your Compliance Council for ongoing discussion.
• Compliance Training: centralize your Compliance Courses online for easy registration, class scheduling, etc.
• Information Security Policy: provides a single folder securing your information security policy within your Financial Intranet.
• Compliance Risk Assessment Checklist: walk-through a standard checklist to ensure all best practices are being followed by all Compliance Council members.
  

  

3. Borrower Required Information Waiver

Our Financial Intranet has a pre-built Borrower Required Information Waiver. This is set-up as an e-form on your intranet with simple radio buttons to waive or extend a financial item and easily upload supporting documents before submitting the form, enabling you to store complete records of the information waiver. Our Borrower Required Information Waiver form is then added to your centralized document repository which can be searched, tagged and archived as you see fit.

4. Member Services Group

The Member Services Group on your Financial Intranet is dedicated to your front-line employees that interface with customers and their needs on a daily basis. The Member Services Group is given a dedicate site of resources that help your employees better serve your customers with each interaction:

• Quick Links for Tellers
• Rate Spread Calculator Quick Link
• Express NAICS Look Up
• Member Talking Point Resources
• Member Reward Center
• Integrated Payroll Login

5. Self-Service Branches

Our Self-Service Branches enhancement allows you to feature specific team members from each branch. The Self-Service Branch application has pre-built branch pages, which include status updates, team biographies, quick chats to branch staff, announcement milestones and more.

Self-Service Branch sites also feature pre-built lunch and learn workshops with training calendar, featured branch news, recent branch document updates and specific branch online forms. Create a more engaged branch environment with our Self-Service Branch site.

6. IT Department Intranet

The IT Department is an integral piece to the puzzle for success of any financial firm. Our Financial Intranet provides quick access to your IT Department and is a simple resource for your IT Department to use on your intranet. Some of the most utilized features on your IT Department Intranet site will be:

• IT System Alerts: notify employees of scheduled maintenance or unscheduled outages
• IT Support Desk Ticketing: track tickets by user, date, issue or technician
• IT Policy & Procedure: publish policies and procedures to help employees with IT requests

7. Pre-Built Online Financial Forms

Our Financial Intranet comes pre-loaded with online financial forms that can help eliminate the majority of paper waste for your organization. Some of our Financial Intranet E-Forms include:

• Returned Mail Destruction
• Refund Waiver Form
• Internet Banking Application
• Know Your Client
• BSA Cash Transaction Report
• Counterfeit Note Report

For paper-based forms, these can also be stored for easy access on your intranet, with a single click to print by Member Services.

8. Lookup External Contact

Quick access to external contacts was a reoccurring request our Financial clients heard from their Member Services staff. Hence we included an External Contact LookUp feature within our Financial Intranet. Employees now have easy access to primary contact information which you are also able to index, search and tag quickly on your intranet.

9. Employee Self-Training

Training on your Financial Intranet is a cornerstone to employee learning and engagement. Our Financial Intranet Employee Learning Center is the ideal place for your employees to connect, collaborate and create on your intranet with your employee training calendar, employee workshops & courses, employee tests & surveys as well as quick FAQs and knowledgebases.

10. Community Fundraising Site

Your bank, credit union or financial firm is an integral part of your community. As a community member, we recognize that you actively participate by hosting fundraising events, participating in fundraising activities and promoting fundraising among your employees.

Our Financial Intranet organizes your fundraising into a centralized resource for your employees. The Fundraising Site on your Financial Intranet provides registration forms, tracks donations, promotes goodwill and helps you give back to your local community.

2014 Financial Intranet Enhancements

The year of 2013 was just the beginning for our Financial Intranet Software. Stay tuned to our intranet blog and product enhancement emails to stay informed on what’s happening in 2014.

Do you have a product enhancement suggestion for our Financial Intranet? Please leave your comment below or email us at support@icthrive.com.