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Clarity in every branch, every day

Improve productivity, strengthen governance, and keep employees aligned through change all through one connected experience.

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"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 with targeted content to the right people, without the noise. That's what growth-ready infrastructure looks like for us."

 

TESS JENNINGS, SENIOR DIRECTOR CORPORATE COMMUNIATIONS, FIRST TECH FEDERAl CREDIT UNION

Financial services organizations face common workforce challenges

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Regulatory pressure

Balancing rapid innovation with regulatory oversight and accurate financial reporting makes it harder to launch new products without introducing risk.
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Fragmented systems

Knowledge lives across scattered systems, so employees spend more time searching for information than acting on it.
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Distributed teams

Advisors, branch staff, and contact center teams need to stay aligned as the business expands into new markets.

Unily is the AI-native platform built to solve them

Connect trusted information, approved guidance, critical systems, and organizational knowledge in one AI-native hub. Unily helps give teams the tools to stay aligned, strengthen risk management, and operate with confidence in highly regulated environments.

Find trusted answers instantly

Find approved policies, procedures, regulatory guidance, and organizational knowledge from trusted sources, cutting search time and building confidence in every answer.

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Trusted governance and security

Use AI to deliver information at scale with enterprise-grade governance and security, supporting audit trails, content governance, and compliance requirements.

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Accelerate work with AI at the core

Unify communications, knowledge, and applications in one AI-native platform, and build a trusted system of record that scales as your team grows.

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Made for the way financial services works

One finance intranet, built around how your people actually work
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Improve operational efficiency

Give employees one trusted source for policies, procedures, regulatory updates, and knowledge sharing, so AI surfaces accurate, approved guidance instead of outdated information.
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Drive productivity

Connect your team to the systems, knowledge, people, and resources they need in one place with Unily Glass, helping employees save up to 15 minutes every day.
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Support change management

Rapidly create and restructure digital experiences during mergers, acquisitions, or expansion, so employees always have access to the guidance they need.
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Keep remote teams connected

Reach advisors, contact center agents, and field-based employees with targeted, multi-channel communications that improve visibility and engagement across a distributed workforce.
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Onboard new joiners faster

Help new hires become productive faster with personalized onboarding, training resources, and easy access to organizational knowledge and expert guidance.
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Strengthen compliance

Maintain audit trails, role-based access, and content governance so your team meets regulatory compliance requirements with confidence, at every stage of growth.
Unily is named a Leader in the Gartner Magic Quadrant for Intranet Packaged Solutions in 2026

A Gartner® Leader. Four Years Running.

Unily has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Intranet Packaged Solutions for the fourth consecutive year. Download the report to explore the latest market insights.

Build a business case backed by data

Discover the potential value of investing in employee experience. Use Unily's ROI calculator to estimate the financial impact for your financial services organization.

Calculate ROI
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Why Financial Services Choose Unily

Across the globe, Unily empowers frontline, operational, and corporate teams to stay connected, informed, and ready to act.

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Financial Services
100%

Adoption Rate

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“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
Read the Case Study
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Professional Services
73K

Employees Unified

WSP

“Previously, our intranet experience didn’t fully reflect our culture or convey to new colleagues that they truly mattered - especially those joining through acquisitions. We needed a space that made them feel welcomed, supported, and part of something bigger from early on.” 

Anne-Marie Ferrara
Global Vice President, Digital Experience
Read the Case Study
Wipro brand2
Professional Services
$20M

In Value Capture

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“We knew we needed to tackle the employee disconnect issue head-on. We needed a unified platform for employees to communicate, interact with each other and engage with leadership. In short, we needed one source of truth for employees.” 

Ateet Jayaswal
Chief Employee Experience Officer at Wipro
Read the Case Study

AI at the core of your digital workplace

Unily Glass and Indi combine conversational AI and agentic experience creation to transform how work gets done - connecting people, content, and tools in one seamless platform.

Financial Intranet FAQs

What is the financial intranet?

A financial intranet is a private network within an organization. It’s a form of ​​collaboration software for financial companies that provides secure internal access to financial information, tools, and resources. A finance intranet serves as a centralized platform for employees to access financial data, applications, and communication channels specific to their company's financial operations.

What is the use of an intranet in banking?

Financial enterprise intranets play a vital role in banking, serving multiple purposes. They keep employees informed by delivering department-specific financial data and news, ensuring everyone stays up to date. These intranet software solutions also promote connectivity among employees, by incorporating social features. These features help to foster a sense of connection and collaboration between physically disconnected colleagues.

What are the benefits of an intranet for financial institutions?

An intranet acts as a digital workplace for financial services and offers several benefits to financial institutions. Reliable intranet software financial services can capitalize on offer advantages like:

  • Improved internal communication
  • Streamlined document management
  • Enhanced collaboration
  • Centralized access to information
  • Strengthened security and compliance
  • Improved employee engagement
  • Efficient knowledge sharing

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Do banks use intranets?

Many banks use intranets to give their employees an easy-to-access centralized platform that provides everything they need to do their job efficiently. Unily offers an enterprise intranet solution to banks and financial organizations like Santander, Mr. Cooper, and Informa.

How is the intranet helpful in corporate finance?

Corporate finance requires all employees to have up-to-date financial data available to them, at all times. This can be achieved through the use of an enterprise intranet, which can feed specific departments information exactly when they need it. It also enables employees to stay informed and engaged by allowing them to follow and delve into specific topics of interest outside of their own department.

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What is the difference between an intranet and a digital workspace?

An intranet is an internal digital platform designed to enhance communication and provide access to company information and data. For example, financial intranets include digital tools that present the latest financial news to employees that need to see it. 

In contrast, a digital workspace encompasses every digital tool utilized by employees or a company. While an intranet may be a component of a digital workspace, the reverse is not necessarily true.

What is an example of digital transformation for financial services?

A financial intranet is one example of digital transformation for financial services. It has reinvented the ways finance companies operate - bringing together employees from every department, all around the world, into one central platform where collaboration is encouraged. With mandatory content reads and push notifications, the latest news or compliance updates can be sent to any employee who needs to view them.

What software is used for collaboration in the finance sector?

The use of specialized intranet software for financial institutions is highly recommended as it offers an effective solution for improving collaboration within the finance sector. Most offer features like secure document sharing, version control, and task management. They serve as a centralized platform, enabling efficient collaboration, streamlined communication, and enhanced productivity within the finance industry.

Some finance-specific intranets can seamlessly integrate with other financial tools and software, providing easy-to-access financial data, analytics, and reporting systems. With their tailored features and ability to centralize resources, intranets are incredibly useful for collaborating across teams and departments.