Why Financial Services Need a Different Kind of Intranet
By SimplifyIT | Published
One Size Does Not Fit Financial Services
There are thousands of intranet products on the market - but most were built for tech companies, startups, or creative agencies. Financial services organizations have entirely different needs: tighter compliance, clearer documentation, and real accountability. You can't afford to guess where a policy lives - or wonder who last updated it.
5 Things Financial Intranets Need (That Most Platforms Miss)
- Policy Acknowledgment: Show who saw it, when, and what version.
- Secure Routing: Handle approvals, audits, or ticket workflows with clear permissions.
- Search That Works: Not just by filename - but by intent. Staff should be able to type 'holiday schedule' and get exactly that.
- Cloud or On-Prem Options: Not every firm can go cloud-first. Flexibility matters.
- Support That Knows Your World: You shouldn't have to explain NCUA or FFIEC to your software vendor.
The Financial Sector Deserves Better
Whether you're in lending, insurance, or fintech, your staff needs a platform built for the financial sector - not one retrofitted for it. That's where SimplifyIT comes in. Our intranet is used by over 125 financial institutions across the U.S. to centralize communication, simplify audits, and make knowledge findable.
See What a Purpose-Built Intranet Looks Like
If your current system feels like a generic portal with duct tape and folders, you're not alone. See how SimplifyIT helps financial services teams get organized, stay secure, and work smarter.
Request a Demo or view our Financial Services page to learn more.