Clarity in every branch, every day
Improve productivity, strengthen governance, and keep employees aligned through change all through one connected experience.
"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
Regulatory pressure
Fragmented systems
Distributed teams
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.
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.
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
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.
Awards & Certifications
Why Financial Services Choose Unily
Across the globe, Unily empowers frontline, operational, and corporate teams to stay connected, informed, and ready to act.
Adoption Rate
“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.”
Sr. Director, Corporate Communications (Internal), First Tech Federal Credit Union
Employees Unified
“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.”
Global Vice President, Digital Experience
In Value Capture
“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.”
Chief Employee Experience Officer at Wipro
AI at the core of your digital workplace
Unily Glass
A conversational AI interface that connects employees to information and actions across your enterprise—helping them find answers, complete tasks, and stay productive in one secure experience.
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Indi
An AI-powered employee experience agent that helps teams design, structure, and publish on-brand intranet experiences faster, all within governed workflows and approval processes.
See it in action →Financial Intranet FAQs
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.
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.
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
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Efficient knowledge sharing
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.
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.
Button TextAn 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.
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.
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.
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Learn more about how an AI-native employee experience is changing the game for financial services.