FINANCIAL SERVICES SOFTWARE & SOLUTIONS FOR COMMUNICATIONS, HR, AND OPERATIONS

One AI-Powered Platform for Modern Financial Workforces

Give branch teams, advisors, operations staff, and corporate employees a unified space to stay informed, aligned, and ready to support customers.

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Leading Financial Institutions Trust MangoApps

What Financial Services Organizations Face Today

Information doesn’t flow consistently

Branch teams rely on managers or email for updates, causing gaps in policy adoption.

Compliance expectations grow each year

Regulations shift often, and employees struggle to access up-to-date guidance.

Branch and back-office operations aren’t connected

Daily workflows vary greatly across locations, reducing efficiency and consistency.

Talent retention remains challenging

Frequent turnover in frontline banking roles increases the need for better training and development.

Systems don’t integrate well

Communication, HR, learning, and operations platforms operate separately, slowing down both employees and customers.

Why Financial Institutions Choose MangoApps

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A single platform for a distributed workforce: Connect branch, contact center, and corporate teams in one environment. 

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Built for regulated industries: Deliver accurate, current information with governance and permissions that fit compliance needs.

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Mango Employee AI: Help employees find answers, follow procedures, and complete training with less friction.

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Better service through better support: Employees feel informed and confident, which improves the customer experience.

Team-Specific Solutions That Fit Your Financial Workflow

Clear, Authorized Communication Across Branches and Offices

Keep employees aligned with updates they can trust and act on. Give communication teams tools to publish accurate information across branches, call centers, regional hubs, and headquarters. Start with one communication channel or expand into a full communication workspace.

Targeted messaging by branch, region, role, or license level.

Mobile access for frontline teams who rarely sit at a desk.

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AI-powered search that surfaces policies, rate sheets, and reference materials.

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Automatic translation for multilingual staff populations.

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Engagement insights that highlight branch adoption and reach.

Featured Solution

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AI-Powered Intranet

A central hub for announcements, policy updates, and company-wide communication.

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Frontline Employee App

Reach mobile and branch-based employees without relying on email.

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Internal Comms Suite

Plan, publish, and measure communication across your entire network.

HR Tools That Support Compliance, Training, and Growth

Recruit, onboard, and develop employees across branches and corporate functions. Give HR teams the resources they need to support high-volume hiring, compliance-driven onboarding, and continuous education in a regulated environment. Start with one module or create a more connected HR experience over time.

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Streamlined hiring for branch, contact center, and support roles.

Onboarding paths tailored to financial regulations and role-specific duties.

Mobile compliance training for lending, fraud prevention, and product education.

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Structured feedback and development conversations.

Recognition programs that strengthen culture across locations.

Featured Solution

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Modern HCM

A unified environment for recruiting, onboarding, learning, and recognition.

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Talent Acquisition Suite

Manage applicants and training steps with compliance-friendly workflows.

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Learning Management

Deliver up-to-date compliance, product, and service training inside the flow of work.

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Performance Management

Support development for advisors, branch staff, and corporate teams.

More Consistent Operations Across Branches and Service Teams

Standardize workflows, strengthen compliance, and improve daily coordination. Equip operations leaders with tools that help maintain consistent processes across branches, contact centers, and corporate teams. Adopt a single module like Shifts or combine several for a broader operations toolkit.

Scheduling tools that support branch coverage, seasonal demand, and cross-team support.

Digital checklists for opening, closing, compliance tasks, and audits.

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Faster reporting of incidents, exceptions, and service issues.

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Automated workflows for approvals, requests, and escalations.

Visibility into task completion and operational performance by location.

Featured Solution

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Shifts & Schedules

Flexible staffing tools for branches, call centers, and rotating teams.

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Time & Attendance

Accurate time tracking designed for hourly and exempt roles.

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Task Management

Digitize audits, checklists, and compliance workflows across locations.

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Workforce Analytics

Reveal trends that help improve branch operations and service quality.

A Secure, Governed Platform for Financial Institutions

Consolidate tools, protect data, and deliver a consistent employee experience. Give IT a platform that supports communication, learning, and operations while meeting the security standards financial institutions require. Roll out one module or modernize the digital workplace over time.

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Lower support volume through better search and self-service.

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Integrations with HRIS, scheduling, and banking systems.

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Strong security posture aligned to enterprise expectations.

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Clear governance and permissions for sensitive information.

A consistent, intuitive experience across branches and offices.

Featured Solution

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AI Studio

Create and manage AI Assistants and Agents with controlled access to financial resources.

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200+ Integrations

Connect HR, scheduling, customer service, and compliance systems.

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Security & Compliance

Meet stringent industry regulations and international security and data privacy standards.

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Analytics & Insights

Understand workforce activity and adoption across locations and roles.

Putting AI in Financial Services

AI brings clarity and precision to communication, workflows, and decision-making across financial teams.

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For 15+ years, we've perfected our product, earning the trust of 1 million+ users and an NPS of 78.

Why Choose Us?

Superior Product: 15+ years of R&D
Top Security: HITRUST, ISO & SOC 2 certified.
Exceptional UX: Delightful on mobile and desktop.

Trusted by Legendary Companies:

Grid of six company logos with employee and associate numbers: AutoZone with 125,000 employees and 7,000+ stores; PetSmart with 50,000+ associates; Alorica with 100,000+ employees; AS Watson with 125,000+ employees and 16,100+ stores; YMCA with 50,000+ employees; TEAMHealth with 25,000+ employees.