Credit Union Intranets

Financial industries in particular need their staff to be up-to-date on rate changes and other industry information, as well as the services offered to members.

• add an RSS Feed widget on the Home Page for external sources such as Bank of Canada rate changes.
• create a distinct Member Services Site for all member-specific information such as forms, rewards, holiday closures, or excellent interactions with members. 

In the highly regulated financial industry, it's key for credit unions to ensure staff are abiding by organizational policies and procedures. Use our policy tools to help with this:

• for essential policies, put in place Read & Confirm for at-a-glance tracking of which staff members have or haven't read the document
• ensure that documents are regularly review with our Review function that notifies document owners of the need to review and potentially update their files

Stay organized by having one central source for accurate documents using the Document Repository.

• enable check in/checkout and file versioning to ensure files remain accurate
• use file archiving and automatic cleanup to avoid outdated documents in circulation

Using workflows to automate processes can ensure the right people get the right notifications without a lot of emails.

• Form workflow - staff form submissions can be automatically sent for approval to one or multiple people, or just email notifications can be used; allow managers to edit or delete responses
• Documents - the same type of notifications can be put in place when files are added to folders within a document repository

Consistency in how staff treat customer interactions and organizational processes is critical for credit unions, and training plays a key role.

• Training Calendar - use the Training Calendar app to set up courses for staff and track attendance; create categories for various types of training and assign Course Managers

Credit unions tend to be very involved with their communities, offering staff many opportunities to get involved. In addition to using the general news functionality, volunteer activities can be shared using the following tools:

• Event site - add a distinct area to your intranet in the form of a Site for either all volunteering activities or for one large event. This allows you to include navigation specific to this area, restrict editing or viewing rights, or theme the site with different colors.
• Blog - if there will be frequent updates about volunteering in general or for one specific event, you can add a Blog as a communication tool. If you've added a volunteer site, include a blog feed widget its home page!
• Events Calendar - planning many volunteer events? Either use a separate Events calendar for those events, or create a category for them. Learn more about the Events Calendar.
• Training Calendar - depending on the volume of volunteer events, either use another instance of the Training Calendar app for volunteer events, or add a 'volunteering' category to an overall organizational calendar.

In addition to the key features and functions noted above, credit unions also want to perform the following tasks:

• share holiday closures - use the Events Calendar app to share when the doors will be closed and what the hours will be for staff and members
• get staff input - add a Quick Poll to the intranet home page to ask staff a one-question survey to gauge their interest in an activity, get their preference, or find out their opinion