Employee Directory Software for Banks & Credit Unions
Connect staff across branches, regions, and business units. OneDirectory is the modern directory platform for banks and credit unions, turning staff profile data into a searchable directory and org chart.
"Easy for any employee to use, no matter their technical skills.
"OneDirectory has transformed our workplace. Highly recommended.
"Ease of use and fulfilment of security needs is what sold us.
Citizens Alliance Bank Unifies Contacts and Roles Across Locations
Spread across multiple locations, Citizens Alliance Bank needed one source of truth for contacts and roles. OneDirectory keeps employee details in sync with Microsoft 365, so staff can find the right person fast.
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BankSouth Streamlines Employee Profile Data with OneDirectory
BankSouth replaced a manual, out-of-date employee directory with OneDirectory synced to Microsoft Entra ID (Azure AD), so staff can find the right people fast and IT spends far less time on updates.
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Multipli Credit Union Replaces Manual Org Charts with OneDirectory
Multipli Credit Union moved from static, manually updated org charts with no contact info to a searchable directory and org chart that stays in sync, saving hours and helping staff serve members faster.
Read the case studyWhat makes OneDirectory unique for banks and credit unions
OneDirectory turns Microsoft 365 profile data into a trusted, searchable directory and org chart. Banking teams can find the right contact, see reporting lines, and understand ownership across branches, regions, and shared services without manual updates or outdated org charts.
Connect branches and head office teams
Unify people, teams, branches, locations, and reporting lines in one searchable place so bank staff can reach the right contact fast across regions and business units.
Speed up onboarding for new hires and contractors
Help new hires understand key contacts, branch support teams, and escalation paths so they can become productive without guesswork.
Stay current through org changes and mergers
Keep your org chart accurate as teams change, branches consolidate, or M&A happens. Staff can rely on a live org chart instead of outdated PDFs.
Clarify ownership across shared services
Make it obvious who owns what across operations, IT, risk, compliance, and shared services so requests and escalations get routed correctly and approvals move faster.
Make matrix reporting lines easy to understand
Show primary and dotted-line managers in one place to reduce confusion, improve accountability, and make escalation paths clear.
Chesapeake Bank Replaces "Yellow Pages" Directory with a Modern, Secure AlternativeWith OneDirectory, Chesapeake Bank identified inconsistencies in Microsoft 365 profile data, improved employee data accuracy, and gave new hires a modern directory and org chart to navigate the organization. Read the case study |
Bring clarity to your org structure
OneDirectory brings branches, regions, business units, and shared services into one searchable staff directory and org chart. Built for banks and credit unions, it connects people, structure, and ownership so staff can route requests to the right owner quickly.
Modern staff directory with powerful search
Find the right coworker fast with accurate people and org data. Search by name, role, team, branch or region, then open a profile to see reporting context and team details.
Employee profiles staff can trust
Give staff a reliable source of truth for contact details, roles, locations, and responsibilities. Profiles stay current through Microsoft 365 and Entra ID integration, so the directory matches reality.
Searchable, fully interactive org chart
Help staff understand how teams fit together with an org chart they can search and navigate. Keep reporting lines accurate as roles change, so ownership and accountability are clear.
Find specialists by expertise and function
Route questions to the right experts across lending, fraud, operations, IT, and compliance. Search by skills and responsibilities to quickly find the right specialist, not just a name.
Branches, regions, and shared services
Browse branches, regions, and shared services teams to see who supports each location. Make it easy for branch staff to find the right back office contact and understand coverage.
Trace reporting lines and escalation paths
Make escalation and approvals easier by showing the chain of command in one place. Staff can trace managers and dotted-line reporting to route requests with confidence.
Automated and always up to date
Synced with Microsoft Entra ID (Azure AD) and Microsoft 365, OneDirectory keeps profiles, branches, and reporting lines accurate without manual updates.
Employee directory software for banks and credit unions
Request a demo to see how OneDirectory connects profiles, teams, branches, and reporting lines in one searchable directory for banks.
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