Finance Industry Intranet

Build trust with your finance employees and customers alongside Oak Intranet.

Finance is not just about profit; it’s about building trust and forging relationships with customers.

Here’s how Oak can help.

Engage your customer-facing employees

In finance and banking, customer-facing employees are those who tend to be less engaged. As the face of your financial institution, your frontline employees shape the customer experience.

With Oak, your employees are connected through social tools to easily connect to one another and to the head office. Having an interconnected employee-base will provide you with the leverage you need to stay on top of the competition.

Make your customers feel secure and confident

Banking is based on trust. Your frontline employees make sure customers are taken care of and they need access to the correct information quickly and securely to meet their needs.

On Oak, employees can easily search for the correct information as all content is ordered by relevance with keywords indexed automatically for easy searchability.

Break down information silos

All information for your financial institution is in one place where content is permission-based and can be easily made accessible on a need-to-know basis.

For non-role sensitive content, Oak provides access to community knowledge to help your employees connect and get the information they’re looking for.

Secure intranet design for the finance sector

Oak finance homepage example

Other finance intranet benefits

Get people talking.

Oak helps make conversations happen. Share financial updates and company news to unite people around your organisation’s missions and values.

See Oak Social>

Onboard employees fast.

Create an onboarding homepage where new hires are educated on key financial policies, documents and regulatory processes.

See Oak People >

Automate workflow.

Automate employee processes, forms, and surveys on Oak. Drag & drop on the form-builder and replicate complex finance-related processes quickly.

See Oak Workflow>

Control who sees what.

Limit access to sensitive content to certain people, IP addresses or your preferred authentication method, through Oak’s stringent permission settings.

See Oak Security>

Track compliance.

Track compliance on all content, be it a form, policy or document, and stay on top of the demands of financial regulation.

See Oak Document Management >

Integrate what you need.

Integrate and use SSO easily with your existing IT solutions, including: SharePoint, Active Directory, Office 365, Dropbox, your chosen HR system, and a lot more.

See Oak Integrations >

See Oak in action

To see how else Oak can help you get stuff done in the finance industry, check out all our features or watch a demo.

Some of our finance customers

Oak Finance customer logos
Oak Finance customer logos

“’The biggest benefit we’ve seen since using Oak has been the increase in staff engagement. Having Oak as the central platform for sharing news and updates has enhanced our culture of knowledge-sharing and generated improved engagement with internal events.”

Rebecca Cranham, Project Manager at Scape Group