Functions of a Financial Intranet
- Keep documents organized & up to date
- Speed up form approval processes
- Connect with colleagues in employee directories
- Onboard new employees faster
- Never miss news, events, birthdays, or anniversaries
Over 300 financial institutions use Source Intranet
“Employees accessing outdated documents, policies and forms is a concern for any financial institution. Moving to Source by IC Thrive, we eliminated this worry through providing direct access to only approved materials on our financial intranet. This has saved our employees hours locating and confirming they are using the right version of each document, which translates to real ROI.”
MEG YATES
InTouch Credit Union
"The commitment to support and training stood out to me when looking for intranet software. IC Thrive had by far the most customer-focused philosophy than any other company we looked at. Because of them, we had 80% employee adoption in the first month, saved thousands of emails, and reduced operational costs by nearly $400,000. "
ANGIE YATES
Summit Funding
"Our time-cost savings since moving to Source is incalculable for us. We have eliminated sending 15 to 20 company-wide emails daily and avoided recreating well over 850 documents on our intranet. Talk about cost savings!”
RYAN SONNENBERG
Pima Federal Credit Union
Finance Industry Specializations
Bank Intranets
Simplifying and automating bank operations by streamlining SOPs and centralizing internal communications.
Credit Union Intranet
Engaging employees & members through strengthening communications and collaboration
Financial Services
Managing compliance risk and employee retention with strong document management and online training.
Insurance/Mortgage
Streamlining procedures and document management through centralizing resources and communications.
Key Features
Document Management
Keep it lean and clean.Source's built-in content and document management can perform multiple file uploads, enable versioning on documents, archiving of older documents and a document clean-up utility makes it easy for employees to find, edit and revise documents.
Policy Manager Dashboard
Track and manage policy review dates, policies that need confirmation and policies you’ve confirmed to in an easy-to-read dashboard view. Send automatic policy alert reminders to require policies are read and understood with read/agree confirmations on each policy.
Knowledge Management
Encourage a culture of perpetual learning, and empower your employees with e-learning to cross-train and self-learn the latest policies, procedures and best practices. Each department can customize their dedicated workspace to host relevant content.
Security Permissions
Determine who can view, add, edit or delete content on your Financial Intranet with intranet security permissions. Choose your super admins, admins, site designers or profile managers by delegating elevated rights to individual users or groups, and get as granular as you like and apply security at the application, or even folder, level.
Simplify Onboarding
Get new employees up to speed faster with the ability to track, manage and report throughout the onboarding process and training calendar. Enable optional supervisor notifications or approvals and provide a comprehensive employee onboarding experience through online forms, online tests, online training and employee recognition.
Employee Directory
The Employee Directory displays a visual list of all employees in the organization including their photo, job title, department and contact information. The employee directory is the gateway to several other enterprise social networking tools such as message boards, status updates, employee profiles and many more.
See Source in action
Book a guided tour of our specialists. See what a Financial Intranet can do for your organization with a Free Financial Intranet Demo