AddIn365 for financial services organisations

Trusted by financial services organisations to deliver branded,
secure digital employee experiences:

Financial services organisations need to ensure their internal content is always compliant, correct at all times and easy for their workforce to access – anytime, anywhere. AddIn365’s suite of products makes this possible by building digital employee experiences that deliver:

Always up to
date content

Ensuring your workforce has access to the latest information is critical. With AddIn365’s AI powered Content Confidence Kit, it’s easy to keep your content up to date.

A fully branded experience

Creative and Page Kit delivers a branded digital employee experience, building employee engagement and emotional connectedness with your talent.

Everything in
your tenant

The content you create and share internally is your IP and should remain in your tenant. With AddIn365 you can be confident that you maintain full control.

AI-powered personalisation

Your workforce needs relevant information to support their productivity. Our Work Hub product suite is AI driven to ensure content is
always personalised.

How St. James’s Place delivered a new digital employee experience that used AI to empower their 3,000 employees and 13,000 partners

St. James’s Place were looking to deliver a new communications and publishing experience on Microsoft 365 365.

The experience would need to reach 16,000 people; 3,000 employees and a further community of 13,000, in the St. James’s Place Partnership network.

St. James’s Place wanted to provide employees with relevant content. As a global business, this meant the ability to have local authors and support peer to peer communications.

They also wanted to have the tools to segment communications and differentiate between strategic and operational communications.

Two key requirements were:

  • A task-based architecture to support employees and the partnership network in finding the content they require to do their jobs.
  • Communications tools that would allow for targeting of content.

St. James’s Place decided to partner with AddIn365 to deliver their new experience, adopting the Content Confidence Kit to deliver a bot-based content discovery experience that would compliment Microsoft 365 Search.

How Tokio Marine Kiln’s Group CIO mastered organisational change 

Microsoft MVP and AddIn365 CEO, Suzy Dean sat down with Darren Sharp, Group CIO at Tokio Marine Kiln, a leading international insurer to learn how he leads IT efforts.

In this conversation Darren shares:  

  • his approach to IT strategy 
  • how he operates as Group CIO at Tokio Marine Kiln 
  • how he tackles the challenges of change management 
  • his “just do it” mentality 
Engage your workforce with a brand-aligned employee experience in Microsoft 365

AddIn365’s Creative and Page Kit enhances the look and feel of SharePoint Modern, allowing your digital employee experience to best represent your brand.

Our Creative and Page Kit lives alongside out of the box components, helping you to maximise your use of native functionality – but with more oomph.

And building employee engagement is made easy, with a more dynamic set of capabilities that will bring your content to life.

  • Communicate company vision, mission, values and corporate strategy to employees
  • Achieve complete brand alignment through your digital employee experience
  • Empower your workforce to contribute, feedback and spark ideas for future growth
How Gatehouse Bank reflect their unique culture and brand across their digital employee experience using Creative and Page Kit
Gatehouse digital workplace

Rachael Snelling, Head of Communications at Gatehouse Bank, sat down with Microsoft MVP and AddIn365 CEO, Suzy Dean to present their Microsoft 365 digital workplace journey. She shared how they:


  • Approached the planning of their digital workplace project, to ensure it delivers business value
  • Made use of Viva Engage and Viva Connections alongside SharePoint and Microsoft Teams
  • Delivered a culturally aligned digital employee experience using AddIn365 products

We wanted to maintain consistency about who we are at Gatehouse Bank when we looked to develop our new Microsoft 365 digital workplace.

We have been able to achieve that consistency using AddIn365’s Creative and Page Kit for brand alignment, to enhance SharePoint Modern.

Mike Beckford

Head of Transformation & MI, Gatehouse Bank

Power your digital employee experience
with AddIn365’s suite of AI products

Confidence Kit

AddIn365’s Content Confidence Kit keeps your content up to date, so your teams can be confident they’re receiving the right information at all times.

Viva Connections Dashboard Tiles

AddIn365’s Viva Connections Dashboard Tiles use AI to enrich Viva Connections and provide a personalised dashboard experience for all of your employees.


Using AI, Addin365’s Content Pack automatically builds content in Microsoft Teams that you and your colleagues need to get work done.


Creation Pack applies your Microsoft Teams governance strategy, automatically applying a naming convention, URL, settings and policies in the background.

Book your demo

Fill out the form to book a quick demo with one of our expert Microsoft MVPs. On the call we’ll discuss:

  • Your current digital employee experience, including
    what works and what you’d like to improve
  • What requirements your financial services organisation has for your new digital employee experience 
  • Which AddIn365 products would support the success of your digital employee experience

We’re happy to talk to both technical whizzes and those
who may be feeling a little lost, so please let us know if there’s anything specific you’d like to cover on the call.

Our data collection is fully GDPR compliant and we will
never share your information.