Help Desk Features for Financial Institutions
SimplifyIT's help desk software is built specifically for banks and credit unions. From IT workflows to branch-level requests, every feature is designed for compliance, audit-readiness, and operational clarity.
Available Features
- Ticketing System
- Internal Forms
- Access Requests
- Facility Requests
- Acknowledgment Tracking
- Onboarding Workflow
- Offboarding Workflow
- Knowledge Base Integration
- Approval Workflows
- Task Templates & Role-Based Assignments
- Change Management Logging
- Reporting & Metrics
- Email-to-Ticket Conversion
- Mobile-Friendly Ticket Entry