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Bank Intranet Software

SimplifyIT provides intranet software built specifically for banks. Whether you're replacing SharePoint or launching your first intranet, our platform is trusted by community banks, regional institutions, and everything in between. We make it easy to centralize procedures, policies, and employee communication - all in a secure, searchable, audit-ready environment.

Built for Banking Teams.

  • Compliance & Policy Management: Full audit trails, version control, and acknowledgment tracking.
  • Workflows & Forms: Streamline onboarding, IT requests, and audit response with smart routing.
  • Secure Access: Cloud-hosted, on-premise, or hybrid with Entra AD/Active Directory integration.
  • AI-Powered Search: Intelligent results for natural language queries - find the right document instantly.

Trusted Since 2004.

We're the oldest independent intranet provider for financial institutions in the U.S. Our features exist because real bankers asked for them - not because we guessed.

Why Banks Choose SimplifyIT.

  • Clear, modern user interface - no training required
  • Role-based visibility and content targeting
  • Automated reminders and task tracking
  • Built-in social features to support employee engagement
  • Searchable knowledge base for procedures, forms, and documentation

Seamless Integration.

SimplifyIT works with Microsoft 365, Teams, and Outlook. You can embed chats, display user presence, and even parse incoming email requests into workflows automatically.

See It in Action.

Book a Demo or Watch a 5-Minute Video to see why SimplifyIT is the intranet standard for banking teams nationwide.

 
 
 
 
 
 
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.
 
✦ trusted in banking since 2004 ✦