Our Financial Intranet provides easy access to create, manage and automate online E-forms & Workflows. Moving these paper-based practices online has saved our bank, credit union and financial firm customers in time, expenses and resources year-over-year.
Enabling your IT department the ability to delegate the creation and management of E-Forms & Workflows to the departments that own these documents and procedures puts these easy-to-use tools in the hands of those that use them most, freeing up your IT team to work on more pressing technical issues. See how easy it is to connect, collaborate and create with a FREE 21-Day Financial Intranet Software Trial from Intranet Connections.
Online Forms & Workflows
Easily build multi-stage approval workflows to streamline content creation, editing and publishing on your Financial Intranet.
Creating Online Forms is simple with the ability to clone existing forms and drag-an-drop new fields on your Financial Intranet.
Automate form workflows by adding approval stages with approval managers and enabling triggers based on pre-approval parameters.
Pre-Built Online Financial Forms
Our Financial Intranet has a pre-built Financial Forms to help streamline your member service interactions. By putting frequently used, paper-based forms at the fingertips of your front-line staff it provides them a opportunity to focus on strengthening member relationships rather than searching for the correct form. Our pre-built Financial Mega Menus empower your employees to find the right E-form off the first click on your intranet. E-forms and workflows are incredibly powerful tools that improve productivity and efficiency.
Discover how eForms created with Form Builder can improve your intranet ROI.
How to create a successful intranet within your organization.
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