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Trusted by Banks & Credit Unions Since 2004

SimplifyIT has deep roots in banking - and it shows. From our support style to our product design, everything we do is built for financial institutions that value reliability, flexibility, and compliance.

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America's Oldest Independent Intranet for FIs

We've been serving banks and credit unions since 2004. That makes us the longest-standing independent intranet provider focused exclusively on financial institutions in the U.S.

Nearly every feature we offer was requested by someone working inside a bank or credit union - not dreamed up by a product team disconnected from the day-to-day.

Still with Us After 20+ Years

  • Customer #1? Still with us.
  • Customer #2? Also still here.
  • Third customer? Fourth? You get the idea.

We've earned loyalty the old-fashioned way: by showing up, solving problems, and listening when it matters most.

Fast, Focused Support

  • Fast response when it counts (especially during exams)
  • Never outsourced - no offshore support
  • Real answers from real people who understand your world

Flexible Hosting Options

Unlike cloud-only vendors, we still offer:

Because we know some IT and security teams need control over infrastructure - and we respect that.

Simple by Design

SimplifyIT was built to make life easier - for end users, admins, and even examiners. Everything from editing content to requesting enhancements is intentionally streamlined.

Looks Great. Works Better.

At the frontline, teams need quick access to documents and answers. In the back office, deadlines, procedures, and examiner expectations rule the day. With SimplifyIT, design and usability go hand-in-hand - because both matter.

Trusted by 100+ Financial Institutions Nationwide

From small credit unions to regional banks, our clients span the U.S. and rely on SimplifyIT to support compliance, communication, and daily operations.

What Our Clients Say

"SimplifyIT is intuitive, fast, and trusted across our entire institution. We've used it through two core conversions and multiple exams without missing a beat."
- AVP, Credit Union in the Southeast

Book a Demo or Watch a 5-Minute Overview

 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦