SimplifyIT logo   
(only 5 minutes)
 

About Us.

Make everything as simple as possible, but not simpler.
 
  ⋆ Albert Einstein

American's Longest-Standing Intranet for Banks and Credit Unions

SimplifyIT was founded in 2004 by former bankers and fintech professionals who were fed up with bloated, complex internal systems. Our goal: deliver tools that actually help financial institutions work faster, not harder.

What We Offer

We build intranet software, help desk tools, workflow and form automation, compliance tools, and smart search solutions - exclusively for banks and credit unions. Every feature is designed to be secure, simple, and efficient.

Why Simple Wins

Simple isn't just our name - it's our approach. We remove friction, vendor noise, and confusion from your daily operations. No learning curve. No user manuals.

Just intuitive, secure software that works the way your staff expects it to.

What Makes Us Different

  • Built specifically for banks and credit unions
  • Cloud or On-Premise: your choice
  • Fastest rollout times in the industry
  • Trusted by institutions from $20M to $4B+
  • Support that's human, responsive, and never outsourced

What Our Clients Say

"We've grown to love this tool more and more each week. What I like most? The support we get. They are so quick to add functionality that fits our needs."

"I know I've said it before, but the level of support and integration is worth its weight in gold - or annual fees, for that matter."

"SimplifyIT really has made our intranet run 99.9% better. As a manager, the Help Desk has made my life so much easier."

"Thanks for your dedication to the product and to your clients. Your relationship is invaluable to us."

"One of the most amazing things is how little time is needed for installation, implementation, and staff training. I've never seen anything so simple on all levels."

"Your service has been extraordinary. I would kill to have you as the developer for all the other software we use."

"You guys are worlds ahead of the competition in service. It's nice to work with a vendor that actually cares."

"The intranet has been easy to manage and user-friendly. My favorite part is that users can customize their background - it makes it fun and functional."

"Thanks again for helping out late last night. That quick of a response was above and beyond, and saved our morning."

"We've used SimplifyIT since 2004 and have never considered switching. They've never let us down."

Common Questions

Do you offer on-premise installations?
Yes. Many clients choose on-premise for internal control or regulatory reasons.
Can you support institutions with fewer than 50 employees?
Absolutely. Our tools are scalable and priced fairly for all sizes.
How long does setup take?
Most deployments are completed in under two weeks.
Is SimplifyIT really the longest-standing U.S. intranet vendor for banks and credit unions?
Yep. We've been here since 2004 - longer than most providers, and we've never pivoted or sold out. We're still focused on solving real problems for FIs, just like we were on day one.

Learn More

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

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

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

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

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