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Collaboration Software for Financial Companies

Collaboration Software
for Financial Companies

If you're looking for easy-to-use collaboration tools for your financial company, then you've come to the right place. Communifire is an integrated set of tools that you can use to connect your people, organize your work, and get things done.

Starting at $49 / month for 10 users.


Collaboration Software
for Financial Companies

Most team collaboration software allows you to share files, communicate with your team, and manage your to-do's. That's a given. But is that really enough?

Communifire takes traditional collaboration tools and transforms them into a complete communication, knowledge management, and social collaboration platform, ready to meet the needs of your most demanding projects.

Working Smarter is Better.

Connect, collaborate and accomplish your goals effectively using Communifire. Keep everyone informed via a centralized knowledge base. Encourage new ideas, share financial insight and get everyone on the same page fast.

Communifire Key Features

Collaboration Software for Financial Companies

Online Workspaces

Collaboration Workspaces

Collaborate with your teams in flexible, online workspaces. Build and disband groups as you need them. Pull in information from previous topic discussions easily. Invite partners, investors, accountants and other financial professionals outside your organization to come together and collaborate on any project you choose.

Turn your online workspaces into productive hubs. Ignite new ideas. Brainstorm and share knowledge daily through forum posts, content you create or private messages. Share documents too large for email easily and fast. Skip the hassles of logging in and dealing with various numerous applications and multiple browser windows. Streamline your daily operations, improve efficiency and collaborate quickly with Communifire.

Activity Streams

Collaboration Activity Streams

Check out all the recent activity on any project, endeavor or concern with Communifire's Activity Streams. The Activity Stream functions like Facebook's News Feed with real-time updates of news. It's personalized for each user so you are only getting the relevant information you need. Stay informed but don't get bogged down. Get connected and easily leverage social business as you, your team and your partners can quickly share feedback and insight through “liking” an update or adding any comments.

Task Management

Collaboration Task Management

Assign and manage tasks pronto. Communifire makes it easy and swift. Whether you are scheduling project phases and due dates or planning out the steps for an immediate or long-term goal, Communifire's intuitive interface makes it easy for you to focus on wht counts. Assign tasks to your admin. See what's been done any time by logging in and getting a quick overview. Simplify your workday while getting more done.

Build Personal and Shared Calendars

Collaboration Calendars

Your time is important. Managing that time well requires some planning. Communifire's easy to use calendars do the trick. Create your own personal calendar. Then add events, meetings and even share entire calendars for your team. Invite partners to upcoming events. Plan out key financial dates and send out reminders to everyone involved.

Create Content and Collaborate with Wiki Pages

Collaboration Wiki

Wiki Pages enable you to create and share content within minutes inside your company or with partners or the public. Communifire's team collaboration software provides you with the perfect platform for designing your own Wiki pages containing the content you care about and associated images, videos and links. Share your insight and collaborate swiftly using Wiki Pages.

Reach More Prospects Through Blogging

Collaboration Blogs

Engage clients of the caliber you want through your blog. Create your content on your terms and build awareness of your financial company, your expertise, your seasoned executives and management and reach more prospects. Leverage Communifire's robust blogging platform to create, edit and publish content. Add video, images and links. Link to your existing blog content and keep your targeted visitors on your website longer.

Document Management Simplified

Collaboration Document Management

You've got a plethora of documents to manage from financial statements to tax documentation and shareholder statements. Managing your documents does not have to be a hassle. Communifire's streamlined, centralized knowledge base makes it easy for you to upload and share new documents, access existing information and preview documents prior to download. You can also save multiple versions of a document using Communifire's feature, Version Control. Invite feedback from your financial colleagues and partners using the “like” button and comment features.

Track it all - from Financial Deadlines to Partner Feedback and Software Updates

Collaboration Tracking Cases

You've got partners and investors to please. Your staff needs to be well informed to offer the best service in a timely manner and also up to date on any changes within your financial company, offering or customer service. Whether you've got a customer calling in about a question with your financial product or you have technical glitches in your app or software, you need access to the most relevant information including your employee insight quickly. Communifire's centralized, streamlined knowledge base makes your response time faster while arming you with the right information when you need it. Access stored knowledge on related issues. Track issues so you can ensure consistent support for your customers and partners.

Share Your Videos

Collaboration Video Sharing

Whether you are training new financial professionals or sharing client feedback and stories, you can share videos on Communifire right from the web or your computer. Sharing videos from YouTube or Vimeo is particularly easy. Add tags to videos to organize and find them easily. Add videos into your blogs, Wiki Pages or discussions and even in documents.

Easy Integration with Tools You Use

Collaboration Integration

Keep using your favorite applications and streamline your knowledge management by using Communifire to access all your information at one time. You can easily connect and log in, add new data and access popular features like Active Directory and Single Sign-On. Gather all your important, related news and send out a real-time update in your Activity Streams and Notifications. Add Communifire's social features so you can share information easily and invite feedback.

What is Communifire?

Communifire is a social business platform that integrates social networking, collaboration tools and knowledge sharing into a secure online environment.

Organizations of all sizes use Communifire to increase employee engagement, accelerate business collaboration, and build customer loyalty.

Learn more  

Communifire Helps Your Communications Company:

Get More Done

Streamline information sharing and access via Communifire's social collaborative platform. Keep your financial managers up to date via a secure, centralized knowledge base.

Mobile Access 24/7

Access the information you need anytime of the day from anywhere. Act decisively and communicate more effectively and in a timely manner.

Boost Productivity

Connect your workforce so they can boost productivity. Remove information silos.

Relevant Info When You Need it

Finding the information you need quickly requires powerful search functionality. Communifire offers that and more, helping you pool in relevant insight on any given topic.

Connect and Collaborate

Work together with your financial partners, accountants, administration and managers in online workspaces. Add more members when you need. Get work done.

Organize Information

Keep your information organized and accessible by projects, topics and online workspaces. Make it easy for your workforce to learn and get up to speed on projects.

Ignite Discussion and Engage Your Team

Share that employee insight from the water cooler online for everyone to learn and grow. Spark new ideas and get the best out of your financial teams.

Build Customer Service Loyalty

Create an online environment where your financial advisors, partners, adminstration and management are actively engaged and eager to help customers.

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Why Communifire?

  • Many Use Case Scenarios
    Whether you are a small business or a large enterprise, you get a single, integrated platform for multiple solutions.
  • You Get Customizable Security
    Built with security in mind, Communifire uses the most modern technologies to keep your business data safe.
  • Apply Your Own Style & Brand
    From branding and customization, to integrating with your existing systems, you can make it truly unique.
  • It Adapts to How You Work
    Your business is unique. Communifire is designed to be flexible, you have full control over how it works for you.
  •  Easy to Learn, Easy to Use
    Communifire doesn't require lots of training -- because it was designed with concepts you are already familiar with.
  • Bring Your Own Device
    Communifire gives you an exceptionally fluid interface that adapts automatically based on the device you are using.

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