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.

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Woman working at desk with laptop, charts, and icons for cloud security, GDPR, and financial growth.
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.
Man holding tablet with incident report form and team chat interface showing alerts and ticket status.

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.

IT request form, DocuSign with 2 pending signatures, and Workday paid leave request form with submit buttons.

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.

Smiling woman holding tablet next to text about new travel policy and AI-generated answer with summarize button.

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.

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