Financial Institution Software. Trusted Nationwide by Banks and Credit Unions Since 2004
SimplifyIT offers software solutions purpose-built for banks and credit unions. Whether you're replacing outdated systems or building new internal tools, our products are secure, simple to use, and fully supported - with cloud, on-prem, and self-hosted options.
From clunky file shares and scattered policies to slow ticket response and board confusion, financial institutions face unique internal challenges. We help solve them with software designed for compliance, clarity, and speed.
Intranet Portal Software
Our intranet is more than just a few pages links; it's a secure, centralized, full-blown productivity suite, with policy acknowledgment tools, SOP storage, department pages, intelligent search, forms builder, workflow approvals and audit trails. Handcrafted specifically for banks and credit unions - not generic enterprise nonsense.
Help Desk Software
Support internal users with a ticketing system built for the real-world pace of financial institutions. From IT to HR, route requests, track completions, and store history - all from a secure and simple interface.
Board Portal
Board members need secure, simple access to meeting packets, votes, and documents. Our board portal includes everything our intranet offers, with tailored content and access controls built just for directors.
Consulting
Have a homegrown app or internal workflow that needs modernizing? We offer custom programming, integration with cloud platforms (AWS, Azure), PowerOn scripting for Symitar®, and more - all tailored for the unique needs of banks and credit unions.
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Not sure where to start? Request a demo or contact us to talk through your needs.
