Bank Intranet Workflows

Routing IT requests, onboarding new hires, or reviewing vendors? A workflow makes it automatic. Our bank intranet turns forms into intelligent processes with steps, assignments, and full visibility along the way.

Automate Internal Approvals

Workflows guide each form through the right process. Staff fill it out, and the intranet routes it automatically - no follow-up emails required.

  • Define steps and conditions per workflow
  • Route based on department, role, or location
  • Notify the next person in line automatically
  • Track everything in a centralized log

Common Bank Workflow Examples

  • Employee onboarding and equipment setup
  • IT help desk and software access requests
  • HR policy acknowledgment and tracking
  • Vendor due diligence and periodic review
  • Branch maintenance or facility requests

Built-in Audit Trails

Every workflow has a record: who submitted it, when, what steps were completed, and by whom. It's built for accountability - and for examiners.

Make Workflows Easy for Everyone

Want to see workflows in action? Watch the 5-minute demo or request a live walkthrough.

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦