Financial Services Intranet ROI calculator

Use our simple ROI calculator to see how much money your financial services organization could save by giving employees fast, secure, and comprehensive access to everything they need to do their jobs effectively.

Annual Company Revenue

How many employees do you have?

What percentage of your employees are frontline?

What is your average employee salary for a knowledge worker?

What is your average employee salary for a frontline worker?

Currency

€

$23,939

Labor Productivity

$3,398

Cost Reduction

$19,398

Risk Mitigation

Year 1 Net Benefit

Color style

We estimate you could save

$46,735.00

with Unily

Get your results

Save your results to come back to later and share with your stakeholders. Get the full results sent straight to your email with your branded slide image, including theintranet ROI metrics you need to support business case development, budget conversations,and rollout planning

Value Assessment

Our value methodology is based on customer interviews, third-party benchmarks, and Unily’s own research to estimate the realized financial benefits of a best-in-class employee experience platform. We continually update and refine our data to ensure projections remain realistic and relevant.

This value assessment is designed to help you understand the financial benefits of investing in Unily across three main value drivers:

Labor productivity
Cost reduction
Risk mitigation

While this tool can support measuring intranet roi and estimating the return on investment of a new intranet, calculations are not exact or exhaustive because they’re not customized to your specific business. To tailor the inputs to your organization, contact sales@unily.com to set up a Value Advisory engagement or request a personalized demo.mo.

Labor Productivity

A modern intranet can help financial services teams spend less time searching for information and more time serving customers, managing risk, and executing business priorities. With Unily, you can:

Streamline access to Microsoft 365, SharePoint, policy repositories, project management systems, collaboration tools, and other enterprise integrations through a central hub.
Improve employee productivity by giving teams real-time access to the information, workflows, templates, FAQs, and communication tools they need in one secure workspace.
Optimize the user experience with personalized content, intuitive navigation, enterprise search, and modern intranet functionality designed for complex financial services environments.
Support new hires with guided employee onboarding journeys, role-specific content, and self-service access to training, policies, and knowledge management resources.
Help frontline teams, branch employees, advisors, and contact center staff share information quickly through a mobile app, employee intranet, and targeted internal communication.
Improve decision-making by reducing silos and giving employees access to trusted knowledge, expert communities, forums, and business-critical updates.

Cost Reduction

A new intranet can reduce costs by consolidating tools, improving adoption rates, and creating a more efficient digital workplace. With Unily, you can:

Reduce reliance on multiple point solutions by bringing communication tools, employee recognition, content management, knowledge sharing, and collaboration into one intranet platform.
Improve employee satisfaction and employee retention by creating a more connected company intranet that supports company culture across locations, functions, and working models
Lower support demand by enabling self-service access to policies, procedures, product information, onboarding materials, and operational guidance.
Strengthen employee engagement by giving employees a more relevant, personalized, and intuitive intranet portal that connects them to news, leadership updates, resources, and peers.
Accelerate rollout and improve adoption rates with configurable templates, targeted communications, and analytics that help teams understand what’s working.
Build a clearer case study for business value by connecting intranet software performance to practical outcomes such as cost savings, reduced duplication, and faster access to information.

Risk Mitigation

Financial services organizations need secure, governed employee experiences that reduce operational risk, strengthen compliance, and ensure employees can quickly access trusted information. How Unily can help:

Unily helps reduce risk by improving access to security policies, regulatory updates, compliance guidance, and approved communication channels across the organization. A connected intranet solution can help ensure employees follow the right processes, use the right systems, and receive critical updates in real time.
By replacing fragmented systems with a secure employee experience platform, financial services organizations can reduce information silos, improve consistency of internal communication, and support more confident decision-making across distributed teams.

Other Areas of Value

There are many ways to drive business value through your intranet beyond the calculator’s core model. For financial services organizations, additional value drivers include:

Support transformation initiatives by giving employees one trusted place to access change communications, leadership updates, training materials, employee feedback channels, and adoption resources.
Strengthen knowledge management by connecting experts, policies, procedures, and operational content across functions, business units, and geographies.
Reinforce company culture through employee recognition, leadership storytelling, employee engagement campaigns, and consistent communication across frontline, hybrid, and remote workers.
Improve customer experience by giving employees fast access to accurate customer, product, and policy information, enabling quicker resolutions, more consistent service, and higher customer satisfaction.
Increase operational resilience by helping teams share information quickly, coordinate through integrated workflows, and access trusted resources during periods of change.
Improve technology adoption by creating a digital front door to Microsoft 365, SharePoint, HR systems, service tools, and other core enterprise platforms.

FAQs

What should financial services organizations include in an intranet ROI business case?

A strong healthcare intranet ROI business case should connect employee experience improvements directly to wider organizational goals such as operational efficiency, workforce retention, patient experience, compliance, and digital transformation. Key value areas often include productivity gains, reduced administrative burden, lower support costs, improved communication reach, technology consolidation, and faster access to trusted information. The most effective business cases demonstrate how intranet investment contributes to measurable outcomes such as improved workforce efficiency, reduced risk, faster organizational alignment, and better patient care experiences.

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Can Unily integrate with Microsoft 365 and SharePoint?

Yes. Unily enhances Microsoft 365 and SharePoint investments by creating a unified digital front door that connects employees to the tools, content, workflows, and communications they need in one personalized experience. This helps financial services organizations improve adoption, reduce digital friction, and maximize the value of existing technology investments.

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How can a financial services intranet improve employee productivity?

A financial services intranet improves productivity by reducing time spent searching across disconnected systems, simplifying access to critical knowledge, and streamlining everyday workflows. By centralizing policies, communications, tools, and expertise in one digital workplace, employees can resolve tasks faster, reduce duplication, and spend more time focused on customer and business outcomes.

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How can an intranet help reduce operational and compliance risk in financialservices?

A modern intranet helps financial services organizations reduce operational and compliance risk by centralizing policies, communications, and critical knowledge in a secure, governed environment. With role-based targeting, acknowledgement tracking, audit visibility, and controlled access to trusted information, organizations can improve compliance, reduce reliance on unmanaged communication channels, and strengthen operational resilience across distributed teams.

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What metrics should we use to measure the success of a financial services intranet?

The most effective intranet metrics connect platform adoption and employee behavior to operational performance and wider business goals. Common measures include adoption rates, active users, search success, content engagement, self-service usage, onboarding completion, mobile adoption, employee satisfaction, reductions in support tickets, and reduced time spent searching for information. These indicators help organizations demonstrate measurable impact across productivity, operational efficiency, compliance, employee experience, customer service outcomes, and risk reduction, ensuring the intranet is measured not just as a platform, but as a driver of business value.

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How does an employee intranet support onboarding and retention?

An employee intranet accelerates onboarding by providing new hires with guided, rolebased access to training, policies, tools, and essential company knowledge from day one. It also supports retention by creating a more connected, informed, and engaging employee experience, reducing frustration, improving confidence, and helping employees feel aligned to the organization’s culture and goals.

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How does an intranet improve customer experience in financial services?

An intranet improves customer experience by giving employees fast access to accurate customer, product, policy, and compliance information, enabling quicker responses, more consistent service delivery, and better-informed customer interactions. By reducing internal friction and improving alignment across teams, organizations can deliver faster, higherquality service experiences that strengthen customer satisfaction and trust.

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What makes Unily a cost-effective intranet solution for financial services?

Unily combines communications, knowledge management, collaboration, integrations, automation, analytics, mobile access, and employee engagement capabilities into a single scalable platform. This helps financial services organizations reduce reliance on fragmented point solutions, lower operational complexity, and drive measurable value through improved productivity, governance, compliance, and employee experience.

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