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Bank Employee Directory

A centralized, searchable contact directory - built with branch security and banking roles in mind.

The SimplifyIT employee directory isn't just a phone list. It's an internal visibility tool with branch-level controls, smart search, and compliance-aware access - perfect for banks where visibility and privacy matter.

Organized by Branch, Role, or Department

Staff can quickly find who they need - filtered by branch, job title, or department. Smart for multi-location banks where not everyone knows everyone.

Photos and Personalized Labels

Each contact can display a photo, job title, and extension - or keep it minimal. Staff can also save private notes or custom nicknames, like "Mortgage Contact - Johnson City."

Granular Visibility Settings

The directory supports granular permissions. Want loan officers to view only their team? Want regional managers to access full contact lists? It's all configurable.

External Contacts, Categorized

Include board members, examiners, law firms, and vendors - but show them only to the right staff. They're grouped separately from internal users and managed with the same permissions.

Built for Audits

Every directory change is tracked in the audit trail. See who changed contact info, when it changed, and restore old entries if needed - making internal and external reviews easy.

Related Features

Frequently Asked Questions

Can we limit directory access by branch or role?
Yes. You can apply access rules to restrict visibility by department, title, or location - ensuring each employee sees only what's relevant.
Does the directory include photos and titles?
Yes. You choose what to show - from headshots and titles to extensions and job summaries.
Can we add external contacts like board members?
Yes. You can include external listings such as board members, legal contacts, or regulators, visible only to the right staff.
 
 
 
 
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.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
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 ✦