Expand SOW with a Financial Intranet

Minimize the risk to your financial institution by increasing employee retention, decreasing compliance risk with better trained employees and simplifying policies and procedures with better documentation.

All you need, in Source

Operating expenses and capital investments are increasing year-over-year for your bank, with customers demanding extended service hours and digital banking options while compliance costs and fraud protection costs increase, it’s no wonder margins are getting tighter and tighter.

There are more variables that impact Share of Wallet (SOW) today than ever before. Prepare your employees to handle these economic and workforce changes with Source Financial Intranet Software from IC Thrive. We work with over 300 banks, credit unions and financial institutions to deliver a Finance Intranet solution that helps your employees build a thriving workplace.

Lower Risks & Better Customer Relationships

Battling against the big banks as insurance and/or mortgage specialists is a David versus Goliath equation. You need a slingshot to pierce the armour of these giants. Source provides you with that competitive edge you need to better train your employees, improve customer relationships and decrease your risk exposure.

Source Finance Intranet from IC Thrive delivers an extensive toolset with policy & procedure management for compliance management, e-learning and onboarding to increase employee retention and employee self-service to deliver the right information to employees on-demand.

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“Employees accessing outdated documents, policies and forms is a concern for any financial institution.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

Book a Demo

or call us at +1 844 924 9770