A centralized SharePoint intranet for banks, credit unions, and financial services organizations featuring quick application launchers, an SOP and rate sheet policy vault search hub, dynamic operational KPI dashboards, mandatory compliance training alerts, company announcements, an upcoming events calendar, frontline branch operations resources, live support request tracking, and a searchable staff directory.
Built with Origami SharePoint web parts, the portal helps financial institutions streamline branch operations, enforce regulatory compliance and audit readiness, improve cross-departmental collaboration, and connect employees directly to key banking tools, policies, and branch contacts within SharePoint Online.
Financial Services SharePoint Intranet Template
Flexible SharePoint Branding & Licensing
- Customize colors, layouts, navigation, and styling
- Create a more modern and polished employee experience
- Designed to match your company branding within Microsoft 365
- Unlimited users/ designers
- Unlimited SharePoint sites
- Optional annual upgrade plan available
Included SharePoint Web Parts & Features
Origami Search banner Web Part for SharePoint
- Personalized search banner with enterprise search and AI-search capabilities
- Help employees quickly find documents, forms, policies, and workplace resources
- Supports customizable layouts, branding, and search experiences
- Creates a more centralized and user-friendly intranet homepage
Origami News Center Web Part for SharePoint
- Modern SharePoint news hub with categories and filtering
- Pull news from multiple SharePoint sites, folders, and views
- Supports audience targeting, metadata filtering, and hub sites
- Flexible layouts for company news, announcements, and knowledge sharing
Origami Read Reminder Web Part for SharePoint
- Automates reminders for required onboarding tasks and readings
- Tracks completion of onboarding training and required reading
- Sends personalized reminders based on employee role
- Helps keep every new hire on track during onboarding
Origami Quick Links Plus Web Part
- Customizable SharePoint quick links with targeting
- Fast access to company tools, apps, and resources
- Employee can create their own bookmarks
Origami People Directory Web Part for SharePoint
- SharePoint employee directory powered by Entra ID
- Helps find coworkers by department or keywords
- Allows to filter out system accounts
Origami Calendar Web Part for SharePoint
- Color-coded SharePoint calendar with Microsoft 365 Group support
- Display company events, meetings, and activities in one centralized view
- Supports category filtering, date ranges, and multiple calendar sources
- Creates a more organized and user-friendly employee experience
Origami KPIs Web Part for SharePoint
- Integrates with Power BI and Excel
- Creates a more actionable and data-driven intranet
Origami Service Requests Web Part
- Submit and track IT, HR, and Facilities support tickets
- Configure request types and customize ticket categories
- Attach files and reply to support teams
- View ticket statuses and conversation history
How do I get this template?
This SharePoint intranet homepage template is part of Origami, a SharePoint intranet solution for Microsoft 365 and SharePoint Online featuring professionally designed templates and 40+ SharePoint web parts for employee portals, HR sites, and communication hubs.
Built using SharePoint Framework (SPFx), Origami takes minutes to install directly inside SharePoint Online with no external hosting required.