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 September 17, 2025
Many intranet vendors promise 'one-click' access, but banks and credit unions still struggle to navigate internal content. Learn why thoughtful navigation and structure matter more than flashy features.
Published September 5, 2025
A policy without an owner is a liability. Learn how banks and credit unions use intranet ownership, review schedules, and accountability workflows to keep documents accurate, compliant, and exam-ready.
Published August 29, 2025
Too many financial institutions only prepare for exams in bursts. Year-round compliance - powered by version control, acknowledgments, and audit trails - eliminates stress and builds trust.
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