A Powerful SharePoint Knowledge Base for Financial Services
A suite of drag-and-drop web parts to help superannuation, insurance, accounting, and advisory teams build structured, compliant knowledge hubs in SharePoint.
Information Hub
SharePoint's most powerful Knowledeg Base for Financial Services Firms
Sprocket 365’s Knowledge Base is built for SharePoint, with quick installation, flexible customization and help desk support.
Wiki-style menus
Set up a table of contents tree navigation with drag-and-drop functionality to organize the information in a logical way so that it’s fast and easy for your teams to find what they are looking for.
Document Converter
Don’t start from scratch. Effortlessly convert documents into a valuable knowledge base with Sprocket 365. Create rich, engaging pages while retaining all content. Includes Microsoft Teams integration.
Navigational Search
Easily navigate between pages and to find the exact page you are looking for with tools for quick search and navigation.
Centralized Information Hub
Effortlessly create and share policies directly within SharePoint, placing essential information at users’ fingertips for compliance and auditing.
Create a visual structure of knowledge
Organize your firm’s SharePoint pages into a logical, multi-level tree – perfect for investment policy frameworks, risk-management procedures, client onboarding guides, and product-specific playbooks. Analysts, auditors, and advisors can find the information they need, fast.
Master policy & document control in SharePoint
Convert & govern your critical documents by turning static files (e.g. policies, client-facing templates, regulatory manuals) into structured and searchable living SharePoint pages. Maintain consistency, reduce duplication, and streamline content management across your firm for better control over internal policy documents and procedures.
Demonstrate compliance with policy documents and track user engagement
Sprocket 365’s Reading Lists build confidence internally and with regulators by tracking mandatory reads on your most critical materials. Stay audit-ready with structured hubs and version controlled content. Export clear proof of who has read, when, and what version they accessed.
GRC
Sprocket 365 helps Financial Services teams strengthen document governance, compliance, and internal controls in SharePoint.
Assign mandatory policy reads and track acknowledgement
Ensure team members review critical content like AML procedures, product disclosures, and operational risk frameworks. Track progress and export audit-ready reports.
Enable structured access and secure content delivery
Control visibility of sensitive documentation like investment strategy documents, insurance claims protocols, or client onboarding playbooks by user group or business unit.
Centralise approved knowledge and remove duplication
Create a single source of truth across business units, reducing risk caused by outdated templates or conflicting policy versions. Strengthen cross-departmental collaboration .
Web Parts
We have 30+ page customizations waiting for you
People Hub
Find anyone, fast. Stay in sync with your workforce.
Read Checklist
Ensure compliance with policy documents and track user engagement.
News Hub
Display and filter news articles in a central hub.
Process
Create and manage business processes using BPMN diagrams.
App Launcher
Provide quick access to frequently used business applications.
