Banks and Credit Unions Have Unique Needs
You're not a tech company or a university - and your intranet shouldn't be built like one. From strict audit requirements to department-specific workflows, financial institutions require structure, accountability, and clarity.
Policy Acknowledgment Isn't Just a Checkbox
Examiners want documentation. A solid intranet lets you assign policies by department, track acknowledgment, and export reports - all without chasing people by email. See how we do it.
Forms, Not Emails
Modern intranets replace emails with structured forms: change requests, IT tickets, HR workflows. Smart forms keep everything organized and reportable - essential during exams.
Search that Actually Works
Can your staff find the vacation policy in two clicks? A good intranet offers intuitive navigation plus real-time AI-powered search to get them there - no digging through email threads or folders.
Choose a Vendor That Gets It
There's a difference between a software vendor and a financial-institution partner. SimplifyIT has been doing this since 2004 - exclusively for banks, credit unions and CUSOs in the financial sector. See what that experience looks like.
Common Questions
What makes an intranet platform financial-institution ready?
Look for built-in features like policy acknowledgment, internal forms, and change management - not just file sharing or announcements. A true intranet for FIs knows how to handle audits, compliance, and team structure.
Should we use SharePoint or a purpose-built intranet?
SharePoint is powerful but often overkill. Financial institutions typically want something lighter, easier to maintain, and tailored to banking workflows. A purpose-built intranet reduces setup time and improves usability.
How do we know if an intranet vendor understands banking?
Ask about their experience with examiners, security reviews, and bank-specific use cases. SimplifyIT has been building intranets exclusively for financial institutions since 2004.
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Published July 17, 2025
The right intranet can transform internal communication and compliance for banks and credit unions. Here's what financial institutions should expect from a modern intranet platform.
Published July 16, 2025
When employees waste time hunting down forms, procedures, or policies, productivity suffers. Here's how intranet search solves the problem for banks and credit unions.
Published July 15, 2025
Email might feel easy, but it creates audit gaps and acknowledgment blind spots. Discover a better way for banks and credit unions to distribute and track internal policies.
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