Posts by SimplifyIT
SimplifyIT is a U.S.-based software company building secure, powerful intranet and help desk tools for financial institutions. Our blog posts are written by our team to help banks, credit unions, and fintech leaders simplify internal operations.
Learn more about us, or browse our latest posts below.
What Bank Intranet Software Should Do in 2025
Bank intranet software is evolving fast. In 2025, it needs to do more than store documents. Here's what financial institutions should expect from a modern intranet platform.
Why Our Intranet Demo Feels Different - and Why It Matters
Most vendor demos are dry, scripted, and treat the audience like they need hand-holding. Ours isn't. See why banks and credit unions say the SimplifyIT demo stands out.
Permission Drift and How It Undermines Intranet Security
Over time, intranet permissions can get messy. Learn how permission drift happens and how credit unions can prevent it using access controls and audit tools.
Automating Offboarding for Credit Unions
Manual offboarding is risky. See how credit unions can automate the employee exit process using smart workflows inside their intranet.
'Who's Got It?': Solving the Mystery of Ownership Inside Your Intranet
Too often, staff aren't sure who owns a request, policy, or task. A smart intranet makes responsibility clear - and follow-up automatic.
When Tickets Stall: Fixing the Hidden Problems in Your Help Desk
Unresolved help desk tickets can quietly derail operations. Here's how to identify hidden bottlenecks in your ticketing process - and fix them fast.
What to Look for in an Intranet Platform for Financial Institutions
Choosing an intranet for your bank or credit union? Here's what to look for in a platform built specifically for financial institutions - not retrofitted for them.
Change Requests, Tracked and Approved: Smarter IT Workflows for Credit Unions
Ditch the spreadsheets and email chains. See how credit unions are using smarter help desk workflows to route, track, and approve IT change requests with full audit trails.
Help Desk Software for Banks: What Actually Works
Most help desk systems weren't built for the real-world needs of banks. Here's what to look for, what to avoid, and how SimplifyIT stacks up.
Compliance Fatigue Is Real - Here's How Your Intranet Can Help
From policy overload to endless checklists, compliance fatigue can quietly wear down your team. Here's how the right intranet keeps things clear, trackable, and actually helpful.
What Happens When You Don't Standardize Internal Requests?
Relying on email for internal requests leads to missed steps, unclear ownership, and delayed responses. A standardized help desk process eliminates the guesswork.
One Size Doesn't Fit All: Why Role-Based Access Matters on Your Intranet
Staff shouldn't see everything. With role-based access, your intranet shows each user only what's relevant, keeping information secure and uncluttered.
Why Smart Forms Beat PDFs Every Time
PDFs get filled out. Smart forms get things done. Here's why workflow-enabled intranet forms save time and eliminate approval delays.
What Examiners Want to See in Your Intranet
If your intranet doesn't help during audits, it's not doing its job. Here's what examiners expect - and how to make sure you're ready.
From Chaos to Clarity: Workflow Approvals That Actually Work
Endless email chains. Missed steps. Unclear responsibilities. Here's how to fix your workflow approval process using a smart intranet.
How Intranets Make Compliance Tracking Easier (and Exams Less Painful)
Stressed about your next exam? See how a financial-institution intranet tracks compliance activities - automatically - and keeps auditors happy.
Why 'Bank Intranet' Means Something Different (and How to Get Yours Right)
Banks aren't like other businesses - and their intranet shouldn't be either. Learn what makes a bank intranet different, and how to choose one that actually fits.
How Banks Use AI Inside Their Intranet (Without the Risk)
AI features inside intranet platforms can boost productivity and search accuracy - but security matters. Here's how banks can use AI responsibly.
Bank Intranets: What Works, What Fails, and What's Next
Bank intranets often fall short - but they don't have to. Here's what actually works, what to avoid, and where financial institutions are headed next.
Why Policies Don't Stick - and How to Fix It with a Smarter Intranet
Policy updates are only half the battle. Here's why staff miss the message - and how a purpose-built intranet closes the loop.
The SharePoint Trap: Why Banks Struggle (and How to Fix It Without Starting Over)
Many banks and credit unions already have SharePoint, but few use it effectively. Here's why, and how to fix it with a hybrid intranet that works with - not against - your existing tools.
Your Intranet Shouldn't Just Be a Filing Cabinet
Too many intranets become static storage systems. But a smart intranet should guide, connect, and support staff in real time - not just store PDFs.
The Intranet Bottleneck: Why Everything Gets Stuck (and How to Unblock It)
Policies, requests, and updates often get stuck in email chains and approval limbo. Here's how a better intranet clears the bottleneck and keeps things moving.
Procedures vs SOPs: What's the Difference (and Why It Matters on Your Intranet)
Are procedures and SOPs the same? Not exactly. Here's how to understand the difference - and manage both clearly inside your intranet.
Your Intranet Is Only as Good as Its Search
If staff can't find what they need, your intranet has already failed. Here's why search is the most important feature of any intranet - and how to get it right.
Still Using Email for Help Desk Requests? Here's Why That's Slowing Everyone Down
If your staff are still sending IT or facilities requests by email, you're losing track of tickets, priorities, and time. Here's how a smart intranet helps.
A Day Without an Intranet: What Staff Actually Do (and What It Costs You)
Still don't have a real intranet? Here's what that looks like to the people doing the work - and how it leads to costly delays, frustration, and risk.
Intranet for Financial Services: What Makes It Different
Financial services need more than just a digital bulletin board. Explore what makes an intranet secure, responsive, and audit-ready for this highly regulated industry.
Why Financial Services Need a Different Kind of Intranet
Most intranets are built for agencies or internal tech teams - not the financial services industry. Here's why your firm needs something purpose-built.
What Bank IT Leaders Really Want from Intranet Software (But Rarely Get)
Most intranet platforms look great in demos but fall short in the real world. Here's what IT leaders at banks and credit unions actually need - and how to get it.
5 Security Risks Hiding in Your Shared Drive - and How a Secure Intranet Fixes Them
Shared drives seem convenient, but they're full of hidden risks. Here are five ways your current setup could be compromising data - and how a secure intranet solves them.
Creating a Culture of Contribution: How to Get Staff to Keep Your Intranet Updated
A good intranet only works if staff use it - and help maintain it. Here's how to foster a culture where everyone contributes and content stays fresh.
What Happens When You Don't Have an Intranet? (And How It Shows Up in Exams)
No intranet? Then you're likely scrambling for documents, duplicating work, and falling short in exams. Here's what that looks like - and how to fix it.
Turnover-Proof Knowledge: Why Your Intranet Should Be Your Procedures Manual
Staff retire. People move on. But your institution's knowledge shouldn't leave with them. Here's how your intranet can preserve procedures and protect continuity.
From Paper to Portal: How Digital Forms Streamline Banking Operations
Paper forms slow down operations and frustrate staff. Learn how digital forms inside your intranet speed up processes and reduce compliance risk.
Why Simplicity Wins: The Intranet Features That Actually Get Used at Banks and Credit Unions
Most intranet platforms are overloaded with features that staff ignore. Here's what banks and credit unions actually use - and how to simplify without sacrificing impact.
Stop the Scramble: How a Smart Intranet Helps During Exams and Audits
Audit week doesn't have to mean chaos. Here's how a structured intranet helps banks and credit unions stay ready, organized, and in control year-round.
Why Clarity Is the Real ROI of a Good Intranet
The real value of an intranet isn't in storage or access - it's in clarity. Here's why a well-built intranet makes operations smoother, audits easier, and teams more confident.
Why Internal Branding Matters on Your Bank or Credit Union Intranet
A well-designed intranet does more than store documents - it reinforces your institution's values. Here's how internal branding can improve engagement, morale, and clarity across branches.
Why Banks and Credit Unions Need a Cloud Intranet That's Built for Them
Cloud intranets promise flexibility - but most aren't built for financial institutions. Here's how SimplifyIT delivers a secure, compliant intranet banks and credit unions can trust.
SimplifyIT: The Intranet Built for Banks & Credit Unions Since 2004
Discover why over 125 financial institutions trust SimplifyIT for compliance, communication, and control.
What to Expect From an Intranet Demo (If You're a Bank or Credit Union)
A real intranet demo for banks should go far beyond a generic walkthrough. Here'[s what to expect (and what to ask) if you want a platform that fits your institution.
What a Simple Intranet Actually Looks Like (For Banks and Credit Unions)
'Simple' doesn't mean basic - it means effective. Here's what a truly simple intranet looks like for banks and credit unions: secure, organized, and easy to use.
What to Look for in Bank Intranet Software
Not all intranet software is built for banks. Here's how to evaluate your options - and what to demand when choosing a platform that supports security, compliance, and branch coordination.
Less Email, More Clarity: Why Your Intranet Should Replace Internal Email Chains
Email has its place - but when staff have to dig through threads to find procedures, you're asking for errors. Here's how a smart intranet helps banks and credit unions reduce internal email overload.
Don't Let Knowledge Walk Out the Door: Intranets and Institutional Memory
When a long-time employee retires, what do they take with them? If the answer is 'everything,' your financial institution needs a better way to capture and share knowledge.
How a Smart Intranet Supports Frontline Staff at Branches
Your frontline employees are the face of your institution - but they're often the last to get the information they need. A smart intranet fixes that.
When Policies Go Missing: Avoiding Risk with a Searchable Intranet
Lost policies aren’t just frustrating - they’re a liability. Here’s how a searchable intranet helps financial institutions stay audit-ready and aligned.
Eliminate Silos: How an Intranet Connects Every Department
Different departments, different systems, different headaches. A centralized intranet helps banks and credit unions stay coordinated, consistent, and compliant - no matter how many branches or teams you have.
Why Policy Acknowledgment Tracking Shouldn't Be Optional
Verbal agreement isn't enough. Your bank or credit union needs a reliable system to ensure staff read - and acknowledge - key policies. Here's how a smart intranet helps.
Avoid Chaos: Why Version Control Matters in Your Intranet
When multiple versions of a policy are floating around, mistakes happen. Version control isn't just for IT - it's critical for risk, compliance, and day-to-day operations at financial institutions.
How a Centralized Intranet Simplifies Compliance at Financial Institutions
Scrambling for documents during audits is a sign of a broken system. A centralized intranet gives your bank or credit union one place for policies, procedures, and compliance materials.
End the Search: Make Your Intranet the Single Source of Truth
When employees don't know where to look - or trust what they find - mistakes happen. A smart intranet gives your bank or credit union a single source of truth for everything from policies to procedures.
Fix Onboarding with a Smart Intranet
A slow or chaotic onboarding process hurts morale and compliance. Here's how a smart intranet can make new employee onboarding easier for banks and credit unions.
Why a Great Intranet Search Is Critical (Especially Now)
When employees can't find what they need, they stop using the intranet. Learn why a fast, relevant search function is the backbone of internal communication in banks and credit unions.
Why Financial Institutions Should Choose Vendors Who Specialize in Their Industry
Learn why banks and credit unions benefit from choosing vendors who understand compliance, workflows, and the unique needs of financial institutions.
Why Most Intranets Fail (And How to Get Buy-In That Actually Lasts)
Most intranets fail due to lack of buy-in - and that often comes down to content. Here's how to build one employees actually want to use.
The Hidden Costs of a 'Free' Intranet
Free intranet platforms sound tempting - but for banks and credit unions, they often lead to wasted time, unsupported systems, and security risks. Here's why the 'free' option could cost you more.