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Intranet Solutions for Financial Services
ScienceSoft brings 19 years of experience in financial IT and 17 years in intranet development to build robust intranet solutions that help BFSI organizations enhance employee collaboration, streamline service workflows, and promote corporate culture.
By opting for a customized financial service intranet, you get more than a digital collaboration space; such software will let you automate complex and specific servicing tasks, establish better compliance controls, and improve the security of sensitive data.
ScienceSoft’s BFSI clients value tailored SharePoint intranets specifically for their flexibility to accommodate corporate branding, custom modules for specific activities (e.g., e-learning, risk management), and advanced components like AI personalization tools and smart assistants..
Specialized Intranets for Various Financial Service Domains
ScienceSoft creates customized SharePoint intranets that span general business and social features and include specialized functionality addressing each client’s unique needs.
Here are some examples of domain-specific financial intranets we deliver:
- Knowledge base that provides information about financial products, banking service policies, and regulatory guidelines (OFAC’s sanctions lists, the Fed’s acts, etc.).
- Collaboration hub for banking teams to discuss and manage customer onboarding, service provisioning, and risk-related documents and tasks.
- Automated approval flows for complex transactions (e.g., M&As, syndicated loans, high-value mortgages).
- Role-specific employee trainings (for account managers, loan officers, risk analysts, etc.).
- Branch-, department-, and task-specific spaces with permission-based access.
Intranets for insurance companies
- Discussion boards for insurance teams to collaborate on enrollments, policy amendments, and claim investigations.
- Secure extranet capabilities for collaboration with reinsurers, loss handling partners, and legal professionals.
- Training and certification for agents, covering insurance regulations and sales techniques.
- Centralized repository for underwriting policies, settlement guidelines, and compliance documentation (NAIC regulations, FIO rules, etc.).
- Real-time access to insurance product information, policyholder data, and reports.
Intranets for investment firms
- Centralized library for capital market data feeds (e.g., fundamental data, technical time series), investor documents, investment reports, and strategy papers.
- Collaboration spaces for investment teams to plan and refine portfolio strategies and risk mitigation.
- Rule-based approval flows for large investment transactions.
- Automated versioning and sharing of investor and disclosure reports.
- Compliance resource center with auto-updates of regulatory policies (by SEC, FINRA, etc.) and reporting forms (e.g., 3F, N-CEN).
Intranets for financial advisors
- The client meeting scheduling system integrated with advisory tools (financial modeling, portfolio management, etc.).
- Centralized repository for financial models and presentation templates.
- Extended sites to collaborate with clients and external partners.
- Knowledge base guiding advisors on tax strategies, investment options, and retirement planning resources.
- Fiduciary compliance control dashboards.
- Training module with tools for tracking advisors’ professional licenses and certifications.
Intranets for lending companies
- Automated workflows for multi-party loan approvals and credit documentation reviews.
- Toolkit for collaborative borrower risk assessments with integrated scores from credit rating bureaus.
- Role-specific notifications on loan disbursements, repayments, debt collections, etc.
- Centralized storage for loan applications, agreements, borrower communication histories, and regulatory policies (ECOA, FCBA, TILA-RESPA, etc.).
Intranets for payment service providers
- Online repository for payment regulations (PCI DSS, 3D Secure, etc.) and internal procedures like KYC, fraud handling, and dispute resolution.
- Automated approval flows for account openings and service fee adjustments.
- Collaborative board for payment service teams to resolve inquiries about payment failures and errors.
- Training hub focused on servicing standards, digital payments, and compliance.
Check How Our BFSI Clients Succeed with Tailored Intranets
What makes ScienceSoft different
We achieve project success no matter what
ScienceSoft does not pass mere project administration off as project management, which, unfortunately, often happens on the market. We practice real project management, achieving project success for our clients no matter what.