Banking and financial services

Connection that pays dividends across your firm

Banks, credit unions, and financial firms can’t afford mistakes. Connect every employee, from branch to back office, in one secure hub that keeps work aligned with policy and leaves more time for clients.

Request a demo
Maintain compliance
Maintain compliance
Protect confidential data with role-based access, permissions, and version-controlled content.
Speed workflows
Speed workflows
Accelerate processes like loan approvals and account servicing with digital forms and tasks.
Improve client service
Improve client service
Give advisors and relationship managers instant access to current products, rates, and policies.
Align every location
Align every location
Keep operations consistent across branches with targeted, role-based updates on desktop and mobile.
Reinforce policies
Reinforce policies
Make sure policy updates are understood and followed with embedded microlearning and knowledge checks.
Increase retention
Increase retention
Reduce turnover with tools to recognize performance and capture feedback across every team.

Get critical updates to the right teams quickly

Share updates like rate or product changes with specific branches, teams, or regions. Centralize policies and documents in one hub, with personalized dashboards that give every employee access to what they need on any device.

Handle requests and approvals without delays

Manage requests, approvals, and IT service tickets in one place using digital forms to capture details and route work to the right team. Connect to core systems with SSO and complete tasks through micro-apps without leaving the hub.

Strengthen client relationships and grow revenue

Find immediate answers to client questions using AI search that delivers relevant policies and product details. Access short learning modules and learn from peers in shared communities to improve upsell, cross-sell, and retention.

Fabrice Gitton
"Our challenge was to offer a practical, enjoyable, high-performance tool, but also to be able to connect our employees and bring them together in communities. For us, this is the real strength of LumApps."
Fabrice Gitton
,
Internal Communications and Employer Brand Manager
at
Kaufman & Broad
Shelonda Darling
"That is something I love about the intranet as well — it offers a common ground for everyone, regardless of title, position, job function, or department, to come together and interact on a human level."
Shelonda Darling
,
Director, Digital Employee Experience
at
Global Payments
Alexandre Bouxin
"Sharing strategic information on our markets is essential for the sales force. With the Intelligence Community we created in Lumapps, sales representatives can now quickly access the latest information."
Alexandre Bouxin
,
Marketing Manager
at
Idex Group

Get a personalized demo of the AI Employee Hub — built around how your teams actually work.

Request a demo
Button Text

From our experts and community

Visit Resource Center
May 12, 2026
Blog Post

The next chapter for Beekeeper customers

Resource Card
May 11, 2026
Blog Post

Is your new tech stable? How to evaluate a tech company amidst economic uncertainty

Resource Card
May 11, 2026
Blog Post

6 steps to audit your internal communications plan & why you should

Resource Card
How to improve communication and compliance on every job site
Checklist

How to improve communication and compliance on every job site

Resource Card
May 10, 2026
Event readiness timeline planner
Checklist

Event readiness timeline planner

Resource Card
May 10, 2026
The essential HR checklist for healthcare teams
Checklist

The essential HR checklist for healthcare teams

Resource Card
May 10, 2026
Checklist

Internal Communication Strategy

Resource Card
May 11, 2026
Checklist

Must-Have Features for Retailers

Resource Card
May 8, 2026
Checklist

Modernizing Communications with Frontline Employees

Resource Card
May 11, 2026
Checklist

Hybrid Work Checklist

Resource Card
May 11, 2026
Checklist

9 Steps to Build an Employee Experience Tech Stack

Resource Card
May 11, 2026
Checklist

Data Driven Employee Experience: The IT Leader's To-Do List for Mastering Analytics

Resource Card
May 11, 2026
Checklist

6 ways to improve collaboration with an intranet

Resource Card
May 11, 2026
Checklist

7 steps to build the business case for an intranet

Resource Card
May 8, 2026
Checklist

Battle of the Intranets: Meta Workplace vs LumApps

Resource Card
May 11, 2026
Checklist

Is your SharePoint intranet truly meeting your team’s needs?

Resource Card
May 11, 2026