Finance and Insurance

See how secure financial intranets, extranets or portals can help share information between staff or third parties, connecting remote workers or independent financial advisors. Learn how SORCE delivers a fast secure environment for your data, providing powerful business ready applications.

Just like any other organisation, it is important for financial and insurance providers to deliver effective communications to their staff while managing the needs of their remote workers. With powerful intranet applications, the award winning SORCE Intranet product has been designed to enhance both internal communications as well as automating some of the time consuming administrative processes that staff are required to manage

Powerful intranet applications such as Document Management, Contacts Directory and Event Management enable you to distribute new policies, procedures and compliance information along with up-to-date organisational contacts and key dates to employees throughout your organisation.

As many finance and insurance companies work closely with intermediaries, such as Independent Financial Providers (IFA’s) or Insurance Brokers, it is often valuable to provide a secure route for communication and collaboration between these individuals and your organisation. The SORCE Extranet product provides a secure solution for this communication. Just like your internal intranet, Document Management can be used to share documents, and provide important information on any changes that may affect the products you provide. With the mandatory read functionality on Document Management you can ensure that documents are read by your key intermediaries.

With the quantity of sensitive information that finance and insurance providers often deal with, security is of primary importance. The security of information resides at the heart of both the SORCE Intranet and Extranet products. Internet banking style three tier authentication comes as standard, backed up with the SORCE access control framework within the product itself. The access control framework ensures that individuals see only what they are required to see, delivering a highly personalised experience to everyone that uses the system. For an externally facing extranet, security can be further tightened with 128 bit SSL encryption which encrypts data as it is being sent.

To see how the award winning SORCE Intranet and extranet products can enhance the communication and business processes within your finance or insurance organisation, book a demonstration or visit one of our free test drive events in various locations across the UK.