SharePoint
SharePoint is a web-based platform developed by Microsoft that's widely used for document management, collaboration, and intranet portals. It integrates with Microsoft 365 and supports file storage, sharing, and access control.
Many banks and credit unions use SharePoint in some form - either as part of their Microsoft 365 suite or as a custom-built internal portal. However, out-of-the-box SharePoint often requires heavy customization to meet the specific compliance, workflow, and communication needs of financial institutions.
Why It Matters
SharePoint offers strong document versioning and permission management, but it can be overwhelming to configure without IT involvement. Many FIs adopt SharePoint but struggle to get buy-in due to complexity, lack of clear ownership, or confusing navigation.
Use in Financial Institutions
In the banking world, SharePoint is often used to host policy libraries, HR resources, procedures, and internal forms. It can be powerful - but many institutions find it requires additional development to become user-friendly for non-technical teams.
Search SharePoint from Your Intranet
It's possible to keep your simple intranet and still access content stored in SharePoint. If your team uses SharePoint for document storage, you can integrate search functionality into your intranet. Step-by-step setup instructions are available here.
How SimplifyIT Helps
Our platform can integrate with SharePoint where needed - or replace it entirely. For banks and credit unions that want a purpose-built solution without the overhead of SharePoint customization, SimplifyIT offers an easier alternative with compliance, governance, and usability at the core.