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Cloud Intranet Software for Banks and Credit Unions

If you're looking for a secure, cloud-based intranet platform that was built specifically for banks and credit unions, SimplifyIT is a trusted option. Our hosted intranet solution gives your team the access they need - with all the compliance, policy management, and audit tools your regulators demand.

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Cloud-Hosted. Compliance-Ready.

SimplifyIT is hosted on a private, U.S.-based cloud - with optional single sign-on via Microsoft 365 or Azure AD. You can track policy acknowledgments, build smart forms with workflow approvals, manage documents, and respond to audits from one centralized platform. Everything is searchable. Everything is exportable. Everything is backed up.

What's Included with the Cloud Version?

What Makes It Different?

SimplifyIT is different from general-purpose intranet software:

  • Specifically designed for banks and credit unions
  • Compliance-focused from the start
  • No per-user pricing - one flat rate
  • Both on-premise and cloud versions available
  • Smaller company. Faster support. No endless email chains.

Want to See It in Action?

Watch a 5-minute demo or schedule a live walkthrough - we'd love to show you how it works in the cloud.

 
 
 
 
 
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 ✦