Sectors Accelerating alignment in financial services In an industry defined by pace, complexity and relentless regulatory compliance, our mobile-first Employee Engagement Platform centralises communication and creates a single source of truth. By reducing operational risk and accelerating decision-making, Oak strengthens culture and performance – from traders and advisors to back-office teams. See it in action Confident actions. Exponential returns. Confident actions. Exponential returns. Regulatory updates, risk reminders, HR processes, learning, plus peer-to-peer and every day business comms, connect your workforce with clarity and auditability. With targeted messaging, every colleague – from front-line advisers to specialist teams – stays informed, aligned and confident in what’s expected, wherever they work. Book a demo Clarity and purpose for your frontline Clarity and purpose for your frontline When regulatory, compliance and customer-critical information fail to reach frontline financial services teams reliably, the result is heightened conduct risk, slower service and a workforce that feels disconnected from the organisation’s priorities. But dispersed teams, a patchwork of legacy systems, overflowing inboxes and inconsistent local updates makes clear communication hard to control Oak’s secure, mobile-first communication platform gives every colleague the same real-time access to essential updates, with no desk, corporate email or constant system access required. Armed with insight, employees feel informed, accountable and confident in delivering the right advice and outcomes. Industry approved – trusted by leading financial firms including NatWest Secure and scalable – ISO 27001: 2022 certified and built for regulated environments Verified ROI –proven to strengthen compliance, engagement and workforce retention Book a Demo Robust security Collaborate securely across teams safe in the knowledge that Oak provides a protected environment for communications and information sharing. From ISO 27001:2013 and SOC 2–certified security to regular vulnerability and penetration testing, governance is in place to keep your people and your information safe. Simplified system access System-wide integrationsbring essential functions from Microsoft 365 and Google Drive to Workday and SharePoint, into one secure, mobile-first starting point. Single sign-on and deep third-level integrations mean colleagues can move across regulated systems smoothly, improving adoption, reducing errors and supporting consistent, auditable ways of working. AI-enhanced search Reduce search time and ensure relevant results with Oak’s AI-powered-search. Federated search extracts results from Oak, SharePoint and Google Drive into a single view, ensuring a trusted single source of truth and reliable access to the right information in high-pressure, compliance-driven environments. Custom solutions Integrate pre-built and bespoke systems with your Oak Employee Engagement Platform, unifying fragmented tools without disrupting existing infrastructure. Oak’s Developer Centre lets technical teams build custom apps and tailored connections, supporting complex financial workflows and enabling Oak to slot into even the most unique digital ecosystems. Deeper engagement Cut through noise with creative formats, targeted updates, role-specific access and secure peer-to-peer chat. Ensuring every colleague receives communications that feel relevant, helpful and actionable. Measure what matters Reveal engagement, message reach, training completion rates and communication gaps across teams and locations with built-in analytics and AI-powered insights. Leaders gain clarity on what’s working – and where attention is needed – to strengthen compliance, culture and operational performance. Strengthen wellbeing Create space for genuine conversation, helping colleagues feel heard, supported and connected. From feedback loops to open forums and Pulse checks, Oak opens up two-way communication across dispersed and deskless teams, improving wellbeing and providing forums to address issues before they escalate. Financial Services FAQs What is an intranet and does my financial services brand need one? A financial services intranet is a secure digital platform that improves internal communication, compliance, culture and operational performance across branches, contact centres and corporate teams. With strict regulatory requirements, dispersed workforces and business-critical information that must reach every colleague, Oak provides a mobile-first solution for financial services that unites the frontline and back offices, delivers compliant updates at speed and ensures everyone receives the clarity they need to work confidently and responsibly. What difference will a unified intranet make to my financial services teams? A clear, consistent intranet strengthens conduct culture, increases engagement and ensures essential regulatory, customer and operational updates reach the right people at the right time. When colleagues feel informed, supported and connected to the wider organisation, compliance becomes easier to embed, service quality rises and retention improves. Why choose Oak over other intranet providers? Oak is built for environments where accuracy, consistency and accountability are critical. Secure, scalable and simple to deploy, Oak is trusted by complex, highly regulated organisations to deliver targeted and auditable communication across their organisation. How does Oak reach frontline staff without desk access or corporate email? Oak is perfectly suited for teams who work away from a desk, giving branch, adviser and contact centre colleagues real-time access to updates, compliance information, training resources and recognition directly on their smartphones. No desk, corporate email or constant system access required. Does Oak integrate with existing financial services systems? Yes. Oak integrates with: Microsoft 365 Google Drive SharePoint HR and workforce platforms such as Workday Scheduling, compliance and knowledge-management tools With App Launcher, all these systems sit behind one personalised digital front door, reducing friction and giving colleagues a seamless way to access everyday tools. The Developer Centre also enables organisations to build custom integrations for industry-specific or in-house systems. How can I measure the success of a financial services intranet? Success is measured through built-in analytics that track engagement, message reach, policy acknowledgements, training interactions, sentiment and usage across roles and locations. These insights highlight what’s working, where understanding may be low and how teams are interacting with critical content, helping you strengthen compliance, improve communication and demonstrate clear ROI. Get a demo now! If you like what you see, we offer a free and personalised demo service, showcasing our intuitive and easy-to-use platform. Tailored to meet your specific needs. Go
