Internal Ticketing System for Financial Institutions
Modern Ticketing Designed for FIs - Not Just IT
Traditional ticketing systems often cater to generic IT workflows. SimplifyIT offers a secure, centralized ticketing platform built for the daily realities of financial institutions - including HR, compliance, operations, and facilities.
How It Works
- Staff submits an internal request via form or email
- System auto-routes the ticket to the appropriate team
- Updates and responses are tracked and timestamped
- Resolution is documented, with full audit history
Tailored to Financial Institutions
- Route requests by branch, department, or role
- Compliance-friendly audit trails with timestamps
- Track IT, HR, operations, and facilities requests from one place
- Dynamic form fields for different types of tickets
- Email-based ticket updates for non-technical staff
Common Questions
Can this replace our current email-based request process?
Yes. Tickets submitted by email are automatically routed and logged in SimplifyIT - no manual tracking required.
Do users need to log in to check ticket status?
No. Users can track and reply to tickets directly from their inbox, with full visibility for admins.
What types of departments use this?
IT, HR, Branch Ops, Compliance, Security, Marketing - any team handling internal requests.
Tailored Ticketing Systems for Banks and Credit Unions
Looking for examples and workflows specific to your institution type?
- Ticketing System for Banks - Explore audit-ready request routing, branch-level task tracking, and more.
- Ticketing System for Credit Unions - Learn how SimplifyIT supports CU compliance, ops, and IT across locations.
Streamline Ticketing Without Losing Oversight
SimplifyIT helps credit unions and banks organize internal requests without introducing new complexity.
