Involv intranet named "Best for Value" in the ClearBox 2026 intranet report →
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Banking & insurance

Intranet for banking & insurance

Secure, searchable and under your own control: Involv keeps your procedures, policies and documents central, with role-based access and all data inside your own Microsoft 365 tenant. Built on SharePoint.

Book your free demo → See Involv in 5 min.
Data stays in your own M365 tenant Role-based access to sensitive documents Live in a matter of weeks
Involv intranet in a bank’s own branding
New compliance policy publishedRead receipt requested from all branches
Read receipt receivedSofie · Credit department
ClearBox 2026 Best for Value award
ClearBox 2026 — Best for Value Independently reviewed

Trusted by banks, insurers and financial institutions in Belgium and beyond

Europabank● Lothian Pension Fund● VNZ● Europabank● Lothian Pension Fund● VNZ● Europabank● Lothian Pension Fund● VNZ● Europabank● Lothian Pension Fund● VNZ●
Sound familiar in your institution?

Why is an intranet for banking and insurance different?

Banks and insurers work with sensitive, regulated information. Without a single central source, procedures, policies and documents become scattered, outdated or impossible to find, resulting in wasted time and compliance risk.

Critical procedures are impossible to find

Policies, KYC procedures and compliance documents are scattered across mailboxes and shared folders. Anyone who needs the right answer quickly either loses time or guesses.

Outdated versions keep circulating

Without central version control, colleagues unknowingly work from outdated regulations or contracts. In a regulated sector, that is a genuine compliance risk.

Sensitive documents end up with the wrong people

Not everyone is allowed to see everything. Without clear, role-based access, it is hard to guarantee that confidential information reaches only the right people.

Shadow IT creates an audit problem

WhatsApp groups and ad-hoc tools fill the gaps, but their messages are untraceable and fall outside your security and retention policies. Your institution carries the risk.

Security & compliance

Everything inside your own secure Microsoft environment

Involv is deployed within your own Microsoft 365 tenant. There is no external data storage: your information stays where your security and compliance policies already apply. For a bank or insurer, that means no new attack surface and no additional vendor hosting your data.

  • No external data storage: everything in your own M365 tenant
  • Role-based access to sensitive documents and pages
  • GDPR-compliant by design, data in Microsoft data centres in the EU
Security and management of Involv within Microsoft 365
Smart search & document management

From regulation to contract, found in seconds

Involv centralises all internal information in one place, built on the world-class document management of SharePoint. Employees instantly find what they need, always the approved and current version, whether it is policies, procedures or product information.

  • Powerful search engine with filters, synonyms and live suggestions
  • Version control: everyone works with the latest, approved version
  • Real-time co-authoring via SharePoint & OneDrive
Documents and search features in Involv for financial institutions
Mobile app & reach

Reach every branch, every employee

From head office to the local bank branch or the insurance agent on the road: with the Involv mobile app, everyone stays connected. Targeted communication and push messages make sure that updates on policy, products and procedures reach everyone.

  • Mobile app for iOS and Android, in your own branding
  • Push notifications for urgent and mandatory communication
  • Read receipts for critical policy documents
Involv mobile app for banking and insurance employees
Intranet fully in your own branding example 1 Intranet fully in your own branding example 2 Intranet fully in your own branding example 3 Intranet fully in your own branding example 4
Personalisation

A fully personalised intranet

Your intranet takes on the full look and feel of your organisation, just like your public website. You decide which features take centre stage, tailored to what really matters to your people.

  • Your logo, colours and branding everywhere even in the mobile app
  • The same look and feel as your public website
  • Built with the components that matter to you
Integrations

Works with your existing Microsoft and core systems

Involv adds an intranet layer on top of Microsoft 365, without breaking what you already have. Your existing systems keep running; Involv makes sure employees can reach them from one secure place.

SharePoint
Involv builds on your existing SharePoint environment. No migration, no duplicate administration, world-class document management.
Microsoft Teams
News and notifications from Involv visible directly in Teams, the tool employees already use every day.
AI-powered search
One smart search bar with AI support that searches across Involv, SharePoint and OneDrive: find documents, news and people without knowing where anything is stored.
Microsoft Entra ID
Users and permissions are managed through your Active Directory. Role-based access without duplicate user management.
OneDrive & Office
Documents in OneDrive are instantly searchable in Involv. Co-authoring via Word, Excel and PowerPoint keeps working as before.
Your core and insurance systems
Through SSO and API connections, Involv links up with the platforms your institution already uses, within your existing digital landscape.

Involv works within your own Microsoft 365 tenant: no external data storage, no additional licence costs for the core integrations.

What customers say

Trust built in sensitive environments

ClearBox 2026 Best for Value awardClearBox 2026:
Best for Value
  • 300+ organisations worldwide
  • data in your own Microsoft 365 tenant
  • one dedicated intranet team

A Belgian bank centralised document management and collaboration on a single intranet, built on the trusted SharePoint environment.

Europabank

A UK planning and development consultancy strengthened internal collaboration with an easy, intuitive Involv intranet, integrated with Office 365.

Lichfields
QuickStart for banking & insurance

From decision to a working intranet.
In one clearly scoped project.

Many intranet projects fail to reach their intended result, often because of a scope that is too vague. A clearly defined approach makes the difference. The Involv QuickStart package has a fixed scope, a fixed price and a proven approach, so your institution makes progress quickly, without surprises.

1
Kickoff & assessmentWe map your needs, M365 environment and security requirements. Takes 1 day.
2
Configuration & brandingInvolv is set up in your colours, with your logo, navigation structure and access rights.
3
Administrator trainingYour team learns to manage the intranet themselves, without deep technical knowledge.
4
Go-live & onboardingYour employees have access. We are ready to provide further support.
Frequently asked questions

Answers to the questions banks and insurers ask us

What about data security and compliance?

Involv is deployed within your own Microsoft 365 tenant. There is no external data storage: all data stays in Microsoft data centres in the EU, under your own security and retention policies. That makes Involv GDPR-compliant by design and keeps sensitive information within your trusted environment.

Can Involv handle sensitive and regulated documents?

Yes. Involv is built on SharePoint and offers role-based access, so confidential documents are only visible to those allowed to see them. Built-in version control ensures everyone works with the latest, approved version, essential in a regulated sector.

We already have SharePoint. What changes?

Involv is built on SharePoint. You replace nothing: you add a powerful intranet layer on top of your existing Microsoft 365 environment. Existing sites, document libraries and Teams integrations are fully preserved and simply carry over.

Does Involv integrate with our existing banking and insurance systems?

Involv integrates closely with Microsoft 365 (SharePoint, Teams, Outlook, Entra ID, OneDrive). For your core and insurance platforms, connections are possible via SSO and APIs, so Involv links up with your existing digital landscape without replacing it.

How quickly can we go live?

With Involv QuickStart, your institution typically has a working intranet within 4 weeks: fixed scope, fixed price and a proven approach. We guide you from kickoff to go-live, including training for your administrators.

Is Involv accessible to employees in branches without a fixed PC?

Yes. Through the mobile app (iOS and Android), employees in local branches or on the road always have access to news, procedures and documents. Targeted push messages ensure that mandatory communication reaches everyone.

Further reading

Relevant for the financial sector

In-depth reading on internal communication, cost and an intranet on Microsoft 365 for banking and insurance institutions.

Financial services: intranet for internal communication Internal communication

Financial services: how to make the most of your intranet for internal communication

3 min read Read the article → The 4 questions every CFO should ask about a Microsoft 365 intranet Microsoft 365

The 4 questions every CFO should ask about a Microsoft 365 intranet

10 min read Read the article → Building an innovative banking intranet with SharePoint and Involv Customer story

Building an innovative banking intranet with SharePoint and Involv

10 min read Read the article →

An intranet that keeps your information secure and findable

See Involv in 30 minutes, tailored to your situation, with no obligations.

Book your free demo →