Why SimplifyIT?  •  Solutions  •  Testimonials  •  About  •  Contact   
(only 5 minutes)
 

What a Simple Intranet Actually Looks Like (For Banks and Credit Unions)

By SimplifyIT | Published

'Simple' Doesn't Mean 'Basic'

When banks or credit unions search for a 'simple intranet,' they're not asking for something stripped-down. They want something that just works - with clarity, speed, and security built in. No bloat, no IT babysitting.

What Makes an Intranet Truly Simple?

  • Fast search: Staff should be able to find what they need in seconds, not minutes.
  • Clear structure: No guessing where policies or forms live - navigation should be obvious.
  • Zero training needed: If you need a user manual, it's not simple enough.
  • Smart permissions: Show each team exactly what they need - nothing more, nothing less.
  • Built-in accountability: Know who saw what, and when.

Simplicity Still Requires Compliance

Financial institutions don't get to skip documentation, policy tracking, or audit trails. A 'simple intranet' must still handle all of those behind the scenes - without burdening the user.

Examples of Simple Done Right

Here's what we mean by simple intranet design for banks:

  • A 'Forms & Docs' tab with pre-filtered results based on department
  • A homepage that shows the latest policy changes, not corporate fluff
  • A search bar that finds both titles and text inside documents

It doesn't take 500 features - just the right ones, implemented well.

Simple Isn't Optional - It's Survival

Intranet software that's clunky, confusing, or cluttered won't get used. And when staff fall back to email, shared drives, or memory - you've already lost control of consistency and compliance.

Let Us Show You What Simple Really Means

If your current intranet is anything but simple, let's talk. Request a quick demo and see how banks and credit unions are switching to a cleaner, smarter, more usable platform.

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

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

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

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

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