(only 5 minutes)
 

Software Solutions Trusted Nationwide by Banks and Credit Unions Since 2004

SimplifyIT offers software solutions purpose-built for banks and credit unions. Whether you're replacing outdated systems or building new internal tools, our products are secure, simple to use, and fully supported - with cloud, on-prem, and self-hosted options.

From clunky file shares and scattered policies to slow ticket response and board confusion, financial institutions face unique internal challenges. We help solve them with software designed for compliance, clarity, and speed.

Intranet Portal Software

Our intranet is more than just a few pages links; it's a secure, centralized, full-blown productivity suite, with policy acknowledgment tools, SOP storage, department pages, intelligent search, forms builder, workflow approvals and audit trails. Handcrafted specifically for banks and credit unions - not generic enterprise nonsense.

Help Desk Software

Support internal users with a ticketing system built for the real-world pace of financial institutions. From IT to HR, route requests, track completions, and store history - all from a secure and simple interface.

Board Portal

Board members need secure, simple access to meeting packets, votes, and documents. Our board portal includes everything our intranet offers, with tailored content and access controls built just for directors.

Consulting

Have a homegrown app or internal workflow that needs modernizing? We offer custom programming, integration with cloud platforms (AWS, Azure), PowerOn scripting for Symitar®, and more - all tailored for the unique needs of banks and credit unions.

Common Questions

What types of software do banks and credit unions typically need?
Most financial institutions benefit from intranet software, help desk systems, board portals, document management tools, and compliance tracking - all of which SimplifyIT offers in one platform.
Can we use SimplifyIT software with our existing systems?
Yes. SimplifyIT integrates with Microsoft 365 and works alongside existing core systems, policies, and file structures - no rip-and-replace needed.
Is SimplifyIT software built specifically for financial institutions?
Yes. We've been working with banks and credit unions since 2004. Every feature is designed around security, internal visibility, and examiner expectations.
Can we bundle intranet, help desk, and board tools together?
Absolutely. Our platform lets you start with one module and add others as you grow - everything is web-based and managed through one login.
What's the best software platform for bank and credit union operations?
SimplifyIT provides a unified software solution for bank and credit union operations - covering intranet, help desk, board access, policy management, and more.

Not sure where to start? Request a demo or contact us to talk through your needs.

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

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

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

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

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