Internal communications built for banks and financial services
Branch staff, advisors, and back-office teams all need the same message, verified and on time. ContactMonkey sends from Outlook, tracks who’s seen it, and meets the security standards your IT and compliance teams require.
Trusted by leading financial organizations worldwide
Internal comms challenges financial comms teams know well
“Our email tool was built for customers, not employees.”
Marketing platforms and generic email tools weren’t designed for internal audiences. Comms teams end up working around features built for prospects, not employees.
“Anything new has to clear security review first.”
A new tool doesn’t go live until IT, legal, and sometimes a third-party risk team sign off on where the data lives and how it’s secured. That review alone slows everything down.
“Our email data only sticks around for 90 days.”
Utilities sit under tight regulatory and IT scrutiny, and a tool that routes email through third-party servers is the first thing a security review flags.
“We can’t show leadership what any of this is actually doing.”
Budget conversations need proof of ROI and business outcomes. Without clear analytics, comms teams struggle to justify their time, tools, or headcount.
“IT, Fraud, Risk, HR, Legal — everyone sends through us.”
Internal comms is decentralized across departments. Keeping every department’s emails consistent and on-brand isn’t simple.
One announcement doesn’t fit every branch.”
Corporate staff, branch teams, advisors, and call centers all need different information. A single company-wide email creates noise for people who don’t need it.
Internal benchmarks
81%
Average Open Rate
11:00 AM
Best time to send
Friday
Best day to send
What good internal comms looks like in finance
Compare your email performance against real benchmarks from financial institutions.
Built for internal comms teams in regulated financial services
Built to clear security and IT review
New platforms at banks and financial firms need approval from security, legal, and compliance teams. ContactMonkey is SOC 2 Type 2 certified, GDPR compliant, and supports SSO, helping internal comms teams meet the security requirements their organization expects.
Explore Security Overview
See what’s actually landing with employees
Policy updates, leadership announcements, and everyday internal emails all come with engagement data you can easily read. ContactMonkey tracks opens, clicks, and read time on every email, so you can show leadership exactly who saw it and follow up when someone didn’t.
Explore AnalyticsSend the right update to the right team
Financial services communicators need proof that critical updates were received and understood. ContactMonkey lets you segment employees by branch, region, department, or other employee attributes, so you can send each update to the employees it applies to. Plus, you can unlock deeper insights by connecting ContactMonkey’s analytics to tools like Power BI or Tableau.
Explore Audience Segmentation
Send from the inbox your IT team already trusts
Banks and financial companies want internal communications to come from trusted, familiar systems. ContactMonkey lets you create and send employee emails right from Outlook, using the workflows your teams already know, so messages look, deliver, and get approved like any other internal email.
Explore Outlook IntegrationKeep every department’s emails consistent
IT, Fraud, Risk, HR, and Legal all send through the same comms team, and each one needs to look polished and on-brand. ContactMonkey’s drag-and-drop builder gets newsletters, leadership updates, and compliance reminders out fast, with reusable templates ready for repeat sends.
Explore Email Template Builder
More features to keep every department in sync
Journeys (Coming soon)
Set up automated sequences for onboarding or licensing renewals, so new hires and existing staff get the right message without manual follow-up.
ConfidenceCheck
AI-powered editorial assistance that catches broken links, typos, and accessibility issues before a send goes to thousands of employees.
Scheduled Sending
Schedule emails to land when branch staff, advisors, and back-office teams are actually at their desks, across regions and time zones.
Dynamic Content
Show different content to different audiences in a single email, so a regional office or advisor team only sees what applies to them.
Pages
Turn any email into a page employees can revisit anytime, on your own subdomain, Teams, or SharePoint, with password protection for sensitive updates.
Insights Assistant
Ask the AI chat panel questions about your engagement data or email campaigns and get clear answers based on your results.
Audience Preview
Use AI personas to see how a specific group, like a branch office or a risk team, will receive a message before it goes out.
Employee feedback
Run short pulse surveys directly in email to check sentiment on a policy change or new leadership direction, right where employees are already reading.
HRIS integrations
Keep distribution lists current automatically as advisors, branch staff, and back-office teams move roles, locations, or leave the company.
How finance and banking comms teams use ContactMonkey
Business case
Ready to make the case for internal comms platform?
Share a few details about your internal comms today, and we’ll put together a business case showing the cost of inaction, time saved, and the engagement gains ContactMonkey could bring to an organization your size.
Build your business case todaySOC 2
Type 2
GDPR
Built with enterprise-grade security in mind
- SOC 2 Type 2 certified, audited annually to meet strict data security standards
- GDPR compliant, with data erasure requests and a Data Processing Addendum available
Don’t take our word for it
“Our ‘One-WTW-Newsletter,’ created and sent with ContactMonkey, helps teams get to know other business segments and enhances cross-selling opportunities across the business.”
Christiane Starke
Senior Analyst, Retirement General Consulting, WTW
“CM gives report so we have a proof of what was sent and to whom and how many people opened and how many links were used to keep records.”
Alice Fernandes
Senior Advisor
“Contact Monkey provided ease of use, good price, great user interface. We can now track engagement and use the data to improve our internal comms which is greatly beneficial. Our emails also look better.”
Anna Bilton
Business Marketing Manager
“Internal comms allowed us to communicate more effectively with our team members, see who opens emails and send communications more efficiently.”
Sophia Smith
Director of Brand Experience
FAQ
ContactMonkey is internal communications software built for a variety of organizations including financial institutions, banks, and credit unions. It sends from Outlook, tracks who opened and read every email, and is SOC 2 Type 2 certified and GDPR compliant, so it fits inside the security requirements financial institutions already have in place.
Employee communications software helps organizations create, send, and track internal emails from a central platform instead of relying on Outlook alone. Banks and financial institutions need it to prove compliance updates were read, segment messages by branch or department, and pass IT security review before deployment.
Internal communications effectiveness is measured through open rates, click rates, and read time on every email sent. ContactMonkey tracks this data at the individual level, so financial services comms teams can show leadership exactly who engaged with a compliance update, policy change, or leadership announcement, and follow up with anyone who missed it.
Yes. ContactMonkey is SOC 2 Type 2 certified, GDPR compliant, and supports SSO through SAML 2.0. Data is encrypted at rest and in transit, and hosting is available across multiple regions, so IT and compliance teams at banks and financial institutions can approve it without a lengthy security exception process.
Yes. ContactMonkey sends directly from Outlook using your organization’s existing mail flow, so internal emails look and deliver like any other message from your domain. This is why it typically clears IT security review faster than tools that route email through external servers.
