What to Look for in an Intranet Platform for Financial Institutions
By SimplifyIT | Published
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 and credit unions. See what that experience looks like.