Why SimplifyIT?  •  Solutions  •  Testimonials  •  About  •  Contact   
(only 5 minutes)
 

Modern Intranet Software for Credit Unions and Community Banks.

See how financial institutions simplify internal communication, streamline document access, and stay compliant - all with one easy-to-use intranet platform.

What You'll See in This Demo.

  • Customize your intranet homepage without IT support
  • Access policies and procedures in seconds
  • Empower employees with intuitive, self-serve tools
  • Update pages easily with drag-and-drop editing
  • Track version history and ensure audit compliance

SimplifyIT is built for the real-world needs of banks and credit unions - fast, flexible, and fully supported by experts who understand financial institutions.

Watch the demo, then schedule a quick call to see how it could work for your team.

 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors and
examiners by tracking those
policy acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
 
Schedule a Live Demo
 
 
*Name:
*Email:
Financial Institution:
Position:
Key Interest(s):
Intranet Board Portal Help Desk
Knowledge Vendor Other
Questions/Needs:
(optional)
 
 
✦ trusted in banking since 2004 ✦