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CanvaInternal communications for financial services, built for clarity and control
Workshop is the internal communications platform that reaches a regulated, distributed workforce with consistency and confidence — and so much more. Communicate clearly across branches and functions, with the governance and security finance teams need.
Clarity and control for a regulated workforce
Consistent, compliant messaging
In financial services, an off-message send is a real risk. Templates, approvals, and permissions keep every communication controlled and on-brand, so what goes out is consistent, compliant, and signed off.
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Reach every branch and function
A financial workforce is spread across branches, HQ, and the field. Email, chat, and SMS reach distributed and frontline staff alike, so everyone from the trading floor to the branch counter gets the same message.
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Right message, right audience
Blanket messaging doesn't fit a regulated, multi-function org. Personalize by region, function, or role so comms stay relevant to each audience — and people aren't buried in updates that don't apply to them.
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Prove it landed
Accountability matters when messages carry weight. Read and engagement data show exactly who's seen critical updates, so you have a clear record and know precisely who to follow up with.
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Enterprise-grade security
Security isn't optional in finance. SOC 2 Type II, GDPR compliance, SSO, and data-residency options mean your internal comms meet the bar your security and legal teams expect — without workarounds.
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On-brand in minutes
Even in a regulated environment, comms shouldn't be slow. Cici and templates keep polished, on-brand messages fast to produce, so compliance and quality don't come at the cost of speed.
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Pricing & plans for companies of all sizes
Whether you have a lean team of 200 employees or a global workforce of 200,000, you can use Workshop! We're happy to provide you with a price range right now and put together a more specific quote and proposal once we learn more.
Schedule a demoSee Workshop in action:
This quick walkthrough will take you through our platform's drag-and-drop templates, automatic list management features, and detailed analytics!
The world's best comms teams
are happier with Workshop
"If you’re not using it, you’re missing out. It’s such an easy win. It makes things look better. You can track your stuff better. You’re going to work better as a team together. Yeah, don’t be a knucklehead."
See how Workshop can transform your internal communications — most teams are live in 2–4 weeks, no onboarding fees.
Financial services internal communications FAQs
- Is Workshop secure enough for financial services?
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Yes. Workshop is SOC 2 Type II and GDPR compliant, with SSO, encryption, and optional US or EU data residency — so it meets the security and compliance standards financial services teams are held to.
- Can we control who sends sensitive messages?
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Yes. Granular permissions and approval workflows control exactly who can send sensitive or all-company messages, so high-stakes comms always get the right review before they go out.
- Can we reach branch and frontline staff?
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Yes. SMS and mobile-friendly channels reach branch and frontline staff directly, so employees away from a desk stay just as informed as those in the office.
- Can we keep messaging consistent across regions?
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Yes. Shared templates and a brand kit keep messaging consistent across every region, while personalization lets you tailor the details by audience — so it’s consistent without being generic.
- Is this a standalone tool?
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No. It’s the everyday internal comms platform for every team, so the same secure system handles your newsletters, leadership updates, and day-to-day comms, not just sensitive sends.
Exploring internal comms tools?
We’d love to chat!
