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Financial Institutions

INDUSTRY SOLUTIONS

Financial Institutions

Financial Institutions

Compliance plays a pivotal role in bank operations and failing to do due diligence can leave a company open to inquiry and legal action. These highly regulated companies lay emphasis on training, security, and compliance/governance procedures. They need a robust search feature to find information quickly and require automated retention and archival procedures to be setup.

What BizPortals 365 Offers

Intranet for Finance Industry

Advanced Search

The advanced search features offered by BizPortals 365 makes content discovery effortless and quick. Users can search for documents, announcements, policies, 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.

Role Based Access

The multi-level, granular permissions system helps decide who can and cannot access critical information. It can also be set to restrict access to certain areas of the intranet, which are reserved only for top management. Permissions can be applied to sites, teams, documents, etc., restricting access and ensuring that users are not inundated with irrelevant information.

Role Based Access Control - Finance
Document Management in Finance

Document Management and Accessibility

Banks generate a vast amount of documents and confidential data which needs to be managed by an efficient system. BizPortals 365 provides document libraries, which are dedicated spaces where you can store, categorize, share, filter, and version documents; and since it is cloud based, information is available 24/7 from anywhere, at any time.

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 Office 365, it comes with Microsoft security and backup features which makes sure your documents and other information is well protected.

Finance Industry Security
Business Automation - Finance Industry

Business Automation

Helps simplify a lot of the processes like form approvals, report building, training & testing, and setting up governance procedures. It also helps distributing information to all employees in a timely fashion.

Intranet for Finance Industry

Advanced Search

The advanced search features offered by BizPortals 365 makes content discovery effortless and quick. Users can search for documents, announcements, policies, 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.

Role Based Access Control - Finance

Role Based Access

The multi-level, granular permissions system helps decide who can and cannot access critical information. It can also be set to restrict access to certain areas of the intranet, which are reserved only for top management. Permissions can be applied to sites, teams, documents, etc., restricting access and ensuring that users are not inundated with irrelevant information.

Document Management in Finance

Document Management and Accessibility

Banks generate a vast amount of documents and confidential data which needs to be managed by an efficient system. BizPortals 365 provides document libraries, which are dedicated spaces where you can store, categorize, share, filter, and version documents; and since it is cloud based, information is available 24/7 from anywhere, at any time.

Finance Industry Security

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 Office 365, it comes with Microsoft security and backup features which makes sure your documents and other information is well protected.

Business Automation - Finance Industry

Business Automation

Helps simplify a lot of the processes like form approvals, report building, training & testing, and setting up governance procedures. It also helps distributing information to all employees in a timely fashion.

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