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FOR FINANCIAL SERVICES ORGANIZATIONS

Employee Experience Platform Built for Compliance-Driven Teams

A secure, AI-native platform built for banks, insurers, wealth management, and credit unions that need provable compliance, governed communication, and reliable frontline reach.

Unily provides a single, governed digital front door for regulated financial services teams — unifying communication, knowledge, and tools while reducing risk and operational complexity.  

 
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Book a financial services demo

Get a demo of the employee experience platform trusted by the world's biggest brands.

Critical information is missed, delayed, or overlooked

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Frontline staff are hard to reach

Branch and customer-facing teams spend little time at a desk. Important updates sent by email or buried in systems are often missed or seen too late.

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Information lives in too many places

Communications are split across intranets, email, and collaboration tools, forcing team to publish the same message multiple times — and still struggle to ensure consistent visibility.

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Compliance depends on manual tracking

Teams rely on spreadsheets and follow-ups to track who accessed, acknowledge, or signed critical information — creating gaps, delays, and audit risk. 

UNILY FOR FINANCIAL SERVICES

A governed communications layer that connects your tools

A modern, governed experience layer for financial services.

HELLO THERE

Meet them where they’re at

Create a single communications layer that connects to your existing stack. Publish once and consistently reach employees across intranet, email, and collaboration tools — with full control over who can publish, who can see what, and what's been acknowledged. 

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MONITOR COMPLIANCE

Get the receipts

Easily track who received, viewed, and acknowledged trainings, reviews, and reports. Govern publishing with role-based permissions, approval workflows, version control, and audit-ready logs, all backed by enterprise security standards including ISO and SOC 2 certifications. 

SINGLE SOURCE OF TRUTH

Give answers fast

Eliminate portal sprawl by layer Unily on top of your existing systems. Connect identify, Microsoft 365, HR, and core business tools into a single experience — enabling secure single sign-on, federated search across sources, and shared analytics without moving or duplicating data. 

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BUILD CONNECTION AT SCALE

Reinforce culture without adding noise

Strength culture through the same governed communications layer. Share updates, recognition, and moments that matter across mobile, email, social, and shared displays — while ensuring messages are targeted and reach everyone they're intended for.

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FRONTLINE ACCESS

Mobile friendly

Your frontline is busy and breaks are short. But when they finally get a chance to sit down, they’re probably on their phone — seeing your sends.

Intranet built for mobile
Customers love our slick mobile interface and easy access to key resources.

Lunch break comms
They may not get to sit down much, but they’ll check their phone at lunch.

Socialize without sitting
Connect your team and share shout outs with an internal social platform.

 

CUSTOMER PROOF

“A 100% adoption rate tells you something important - the platform has to earn its place in people's daily work.”

 
Here’s how organizations use Unily to modernize legacy platforms, strengthen governance, and confidently reach frontline teams.

"We're a lean comms team supporting thousands of employees across both coasts. Unily gave us the reach and precision of a much larger team - targeted content to the right people, without the noise. That's what growth-ready infrastructure looks like for us."

Tess Jennings Sr. Director, Corporate Communications (Internal), First Tech Federal Credit Union

Customer
First Technology Federal Credit Union

Industry
Financial Services

Headquarter
California, USA

Number of employees
~3,000

FAQs

Why do financial services organizations choose Unily over SharePoint-only intranets?

Unily extends and enhances your Microsoft 365 investment—it doesn't replace it. While SharePoint provides document management, Unily delivers the governed employee experience layer on top of your existing Microsoft ecosystem.

Financial services customers choose Unily because it provides enterprise-grade communications, personalization, mobile reach, and governance capabilities that SharePoint alone can't deliver—while maintaining deep integration with Microsoft 365, Teams, and Azure. The platform is designed to complement, not compete with, your Microsoft investments, supporting the communications-first requirements regulated enterprises need.

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Can we use our existing Microsoft 365 and HR systems with Unily?

Yes. Unily integrates deeply with M365, SharePoint, Teams, and most HRIS platforms including Workday and SAP.

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What happens if staff are offline or not on shift?

Unily offers mobile parity and offline access so employees can still receive and engage with content when they return.

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How does Unily help with audit readiness and compliance?

All content changes and delivery records are logged automatically. You can export version history, access reports, and confirm content ownership.

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Can we send updates to just certain departments, roles, or shifts?

Yes. You can target comms based on role, unit, location, shift time, language, or any directory attribute.

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Is there a way to recognize frontline staff publicly?

Yes. Unily includes peer recognition tools that allow employees to submit and view shout-outs across teams and shifts.

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How do we track who has read or acknowledged a policy or training?

You can require read receipts, see engagement analytics, and access full audit trails with timestamps and user-level tracking.

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How long does it take to launch?

It depends on your complexity, but Unily provides structured onboarding and a customer success team that supports you through setup and beyond.

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Can we handle multilingual comms in one place? 

Yes. Unily supports translation, localization, and audience-specific versions, all without duplicating content. AI-powered translation can convert content into over 40 languages in minutes, making global comms fast and scalable.

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What support is included post-sale?

Every customer is assigned a dedicated Customer Success Manager who provides strategic guidance and ongoing support. Our Professional Services team leads implementation and onboarding helping with technical setup, change management, and rollout planning. After go-live, Customer Success partners with you long term to drive adoption, optimize usage, and deliver value across complex enterprise environments. You also get 24/7 support, regular product updates, and access to the global Unily community.

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SEE HOW IT WORKS

Get a demo

So there’s no surprises, here’s what to expect:

  1. You fill out the form: Share your interest and your contact info.

  2. We contact you within 24 hours: We’ll reach out within 24 hours to schedule an initial discovery call so we can better understand your situation and your wish list.

  3. We meet for a custom demo: We get on a call to show you around and walk through how Unily addresses your specific use case.