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Help Desk Features for Financial Institutions

SimplifyIT's help desk software empowers banks and credit unions to handle internal requests with speed, compliance, and visibility. From ticket creation to automated workflows, every feature is built for the way financial institutions operate - with audit trails, approvals, and role-based access built in.

Ticketing & Intake

Automation & Workflows

Compliance & Operations

User Support

Common Questions

How is SimplifyIT's help desk software different from generic ticketing tools?
Our software is designed specifically for banks and credit unions, with built-in workflows for IT, HR, and compliance. Role-based assignment, audit-ready logs, and branch-level visibility are standard - not add-ons.
Can staff submit tickets from mobile devices or email?
Yes. Your team can create tickets directly from email or through a mobile-friendly web form - making it easy for branches or remote staff to report issues without friction.
Does the help desk include onboarding and offboarding workflows?
Absolutely. You can automate access setup and disablement across departments, track acknowledgments, and route tasks to IT, HR, and other stakeholders using pre-built or custom workflows.

Want to See It in Action?

Schedule a quick demo or watch the overview video.

 
 
 
 
 
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 ✦