A One-Stop Digital Solution for Financial Industry

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.

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.

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.