Help Desk for Financial Institutions
Finally: A Help Desk That Employees Actually Use
Most internal help desk tools are designed for IT teams - or worse, for industries that operate nothing like banks or credit unions. SimplifyIT changes that. Our help desk software is purpose-built for financial institutions, with features designed to streamline internal requests, boost adoption across departments, and simplify compliance.
It's fast, familiar, and incredibly easy to use - so frontline staff don't ignore it, and every department can depend on it.
Built for Financial Institutions from Day One.
Unlike generic systems, SimplifyIT's help desk was created specifically for banks, credit unions, and other financial institutions. That means better workflows, faster resolution times, and audit-ready reporting baked in.
Looking for a version tailored to your environment?
Integrated.
- Office 365 / Outlook Email - Route communications through your email (and optionally update requests via replies)
- Microsoft Teams - See Teams statuses and chat in real time
- Onsite Active Directory / Azure Entra ID - Automatically sync users, roles, and permissions to ensure secure access control.
Flexible Deployment & Custom Workflows.
- Onsite, Self-Hosted or Cloud-Based Deployment
- Simple, Customizable Workflows
- Dynamic Prompts Based on User Input
- Rule-Based Request Routing
- Task Assignment & Tracking
- Resolution Notes & Suggested Solutions
- Support for Recurring Request
- Full Request Histories and Attachments
Reporting, Visibility & Compliance Support.
Need to prep for an audit? SimplifyIT makes it easy to export clean, timestamped records for every request, note, and task - so you can prove what was done, when, and by whom.
- Track volume, response times, and resolution rates
- Export audit-ready reports with full histories
- Support policy tracking and acknowledgment workflows
- Ensure visibility across departments
Why Financial Institutions Trust SimplifyIT.
- Designed exclusively for banks and credit unions
- Loved by frontline employees - not just IT
- Helps standardize procedures and meet compliance requirements
- Easy to roll out, easy to use, easy to prove
