(only 5 minutes)
 

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

Built for Cross-Department Use in Financial Institutions

  • Track and route requests by department, branch, or role
  • Compliance-friendly audit trails with timestamps
  • Dynamic form fields for different types of tickets
  • Email-based ticket updates for non-technical staff

Tailored Ticketing Systems for Banks and Credit Unions

Looking for examples and workflows specific to your institution type?

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?
They don't have to, 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.

Streamline Ticketing Without Losing Oversight

SimplifyIT simplifies internal requests across departments - without adding complexity or extra tools.

Let's talk. Or watch a short demo.

 
 
 
 
 
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 ✦