Help Desk Software for Banks
Built to Support Every Department - Not Just IT
Most internal help desks were built for IT teams. SimplifyIT's help desk was built for banks - from branch operations and HR to compliance and facilities. It's easy for frontline staff to use, powerful enough for leadership to trust, and flexible enough to support internal workflows across multiple departments and locations.
Solve Real Bank Challenges with One Centralized Tool.
- Is your staff still forwarding requests through email chains?
- Are department requests getting lost between branches?
- Do you struggle to produce documentation for internal audits?
SimplifyIT was created to solve exactly these problems - with banks in mind.
Connected to the Tools You Already Use.
- Office 365 / Outlook Email - Automatically route internal requests via email - and allow staff to update tickets by replying.
- Microsoft Teams - See live statuses, chat across departments, and collaborate on requests from within Teams.
- Active Directory / Azure Entra ID - syncs bank employee roles and permissions instantly for fast, secure onboarding and access.
Flexible Deployment, Bank-Specific Workflows.
- Cloud or Self-Hosted - You Choose
- Route Requests by Branch, Department, or Job Role
- Custom Fields and Prompts for Internal Bank Processes
- Track Request Ownership with Audit-Ready Resolution Notes
- Enable Recurring Requests (e.g. end-of-month tasks, supply orders)
Visibility & Audit-Ready Reporting.
Simplify internal audits by capturing a full trail of who requested what - and when it was completed.
- Timestamped histories of all actions
- Role-based visibility across departments
- Printable audit reports by branch or department
- Compliance documentation built right into your workflow
Why Banks Choose SimplifyIT.
- Trusted by bank operations and compliance teams
- Fast to deploy and intuitive to use - no heavy training required
- Scales across branches without losing visibility or control
- Helps eliminate silos and establish process ownership
Ready to streamline internal workflows and prove every request is handled properly?
