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Staff Engagement Tools for Financial Institutions

Culture matters - even more when your teams are spread across branches. Our intranet includes staff engagement tools that help foster connection, boost morale, and make people feel seen. From shout-outs to birthday boards, it's all built-in.

Shout-Outs & Recognition

  • Give kudos to coworkers, visible on the intranet homepage
  • Tag by department, branch, or core value
  • Filterable and archived for review during evaluations

Celebrations & Milestones

  • Auto-pull birthdays and work anniversaries from directory
  • Highlight promotions and internal transfers
  • Optional photo uploads and staff bios

Surveys & Feedback

  • Create quick polls or anonymous surveys
  • Capture staff sentiment after changes, events, or trainings
  • Display results internally or export for HR review

Connection Across Branches

  • Intranet message boards with optional moderation
  • Employee spotlight features for getting to know new team members
  • Staff-driven posts for recipes, hobbies, volunteer highlights, and more

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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.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
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.
 
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