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A One-Stop Digital Solution for Financial Industry

Future-Ready Banking and Financial Solution

Automate Manual Business Processes

Enable Faster Decisions with Real-Time Data Insights



Create a Connected Financial Workplace with BizPortals 365

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With the rapidly changing digital landscape in the financial industry, it is vital to keep up with the right technology. Many banks and financial organizations have multiple branches across the globe and provide a modern range of financial services. Compliance plays a pivotal role in financial operations and failing to comply with the procedures can lead to inquiry and legal actions.

 

With BizPortals 365, you have an easy-to-use, secure, and compliant digital solution to manage the collaboration needs of financial institutions. It serves as a single access point for corporate information, process automation, centralized communication, modern document management, digital forms, business workflow management, and much more. Stay connected with your employees and clients to provide a superior service for your customers.

Support Your Financial Staff with A Centralized Digital Hub

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Secure Document Management and Accessibility

Secure Document Management and Accessibility

Banks and financial institutions generate a vast number of documents and confidential data which need to be managed by an efficient system. BizPortals 365 provides document libraries where you can store, categorize, share, filter, and version documents. Also, you can keep a track of various versions of your documents. You can even set up workflows for document approval and collaborate on documents digitally.

Self-Service Tools

BizPortals 365 comes equipped with self-service tools like automated forms for processing requests and reporting problems, FAQ and knowledge base to address common questions and provide solutions, and training videos to help skill enhancement programs. This self-help approach eliminates the need to have highly specialized IT staff in your financial institution.

Self-Service Tools
Automates Complex Business Processes and Shortens Approval Cycles

Automates Complex Business Processes and Shortens Approval Cycles

BizPortals 365 helps to automate your business processes and simplify business operations. We offer a variety of paperless, user-friendly forms like Time off Request, Expense Reimbursement, that can easily be configured for single or multi-stage routing and approvals. This drastically reduces approval times since digital forms do not get lost or buried and the system sends reminder emails when there is a delay in the process.

Advanced Search Capabilities

BizPortals 365 offers a powerful search built on Microsoft 365 to make it easy to find information. Users can easily search for documents, forms, events, and tasks. Documents can be tagged, categorized, marked as favorites, and pinned for easy discovery, which tremendously reduces the need to have a large research staff to dig for information. It also allows you to tag each document with keywords, categories, and sub-categories – making them easily searchable and discoverable.

Advanced Search Capabilities
Secured Document Libraries with Role-Based Access

Secured Document Libraries with Role-Based Access

The multi-level, granular permissions system helps decide the user access permissions for critical information. You can secure and better organize the important files and documents by enabling role-based permissions and creating a strong governance structure. The multilayer permission system in Permissions can be applied to sites, teams, documents, etc., restricting access and ensuring that users are not inundated with irrelevant information.

Robust Security and Data Backups

Financial institutions deal with a lot of confidential, customer data and contracts which need to be stored in a secure solution that provides real-time data backups. Since BizPortals 365 is built on Microsoft 365, it comes with Microsoft security and backup features which ensures that your documents and other information are well protected.

Robust Security and Data Backups
Seamless Integration with Line of Business Systems

Seamless Integration with Line of Business Systems

BizPortals 365 connects with mission-critical software like ERPs, CRMs, QMS, accounting, manufacturing, etc., which your front-line or back-office employees rely on, to do their jobs. These connections consolidate data from disparate systems to form a powerful base from which intelligent reports can be displayed. Such targeted reports empower your employees with access to instant information from any of the LOB systems without navigating away from the centralized portal.

Secure Document Management and Accessibility

Secure Document Management and Accessibility

Banks and financial institutions generate a vast number of documents and confidential data which need to be managed by an efficient system. BizPortals 365 provides document libraries where you can store, categorize, share, filter, and version documents. Also, you can keep a track of various versions of your documents. You can even set up workflows for document approval and collaborate on documents digitally.

Self-Service Tools

Self-Service Tools

BizPortals 365 comes equipped with self-service tools like automated forms for processing requests and reporting problems, FAQ and knowledge base to address common questions and provide solutions, and training videos to help skill enhancement programs. This self-help approach eliminates the need to have highly specialized IT staff in your financial institution.

Automates Complex Business Processes and Shortens Approval Cycles

Automates Complex Business Processes and Shortens Approval Cycles

BizPortals 365 helps to automate your business processes and simplify business operations. We offer a variety of paperless, user-friendly forms like Time off Request, Expense Reimbursement, that can easily be configured for single or multi-stage routing and approvals. This drastically reduces approval times since digital forms do not get lost or buried and the system sends reminder emails when there is a delay in the process.

Advanced Search Capabilities

Advanced Search Capabilities

BizPortals 365 offers a powerful search built on Microsoft 365 to make it easy to find information. Users can easily search for documents, forms, events, and tasks. Documents can be tagged, categorized, marked as favorites, and pinned for easy discovery, which tremendously reduces the need to have a large research staff to dig for information. It also allows you to tag each document with keywords, categories, and sub-categories – making them easily searchable and discoverable.

Secured Document Libraries with Role-Based Access

Secured Document Libraries with Role-Based Access

The multi-level, granular permissions system helps decide the user access permissions for critical information. You can secure and better organize the important files and documents by enabling role-based permissions and creating a strong governance structure. The multilayer permission system in Permissions can be applied to sites, teams, documents, etc., restricting access and ensuring that users are not inundated with irrelevant information.

Business Automation - Finance Industry

Robust Security and Data Backups

Financial institutions deal with a lot of confidential, customer data and contracts which need to be stored in a secure solution that provides real-time data backups. Since BizPortals 365 is built on Microsoft 365, it comes with Microsoft security and backup features which ensures that your documents and other information are well protected.

Seamless Integration with Line of Business Systems

Seamless Integration with Line of Business Systems

BizPortals 365 connects with mission-critical software like ERPs, CRMs, QMS, accounting, manufacturing, etc., which your front-line or back-office employees rely on, to do their jobs. These connections consolidate data from disparate systems to form a powerful base from which intelligent reports can be displayed. Such targeted reports empower your employees with access to instant information from any of the LOB systems without navigating away from the centralized portal.

Deliver Digital Experience and Reflect the Modern Consumers of the Banking and Financial Industry

Schedule a DEMO to learn how your financial institution can benefit from a full-fledged digital solution.

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