Bank Intranet Form Builder

From IT requests to account exceptions, your bank relies on forms - but most form tools aren't built with visibility, routing, or audit trails in mind. Ours is.

SimplifyIT gives your team a secure, flexible way to create and manage internal forms. No PDFs. No IT support. Just fast, trackable requests that go where they should.

Bank-Specific Logic and Fields

  • Create forms for any internal process - from wire approvals to vault access
  • Add dropdowns, file uploads, or conditional fields
  • Use logic rules to guide user input and reduce errors
  • Save and reuse form templates across departments

Built-In Routing & Notifications

Submissions can be automatically routed based on user branch, department, or form answers. Need to notify managers or archive a copy to SharePoint? That's built in too.

Access Control for Compliance

Only the right employees can view or submit each form. You can restrict by role, location, or department - and every access rule is logged for compliance peace of mind.

Trackable and Exportable

Each submission is timestamped, logged, and stored in your intranet. Easily export records for audits or reporting - no more digging through email threads or PDFs.

Related Features for Banks

Looking for more tools? Explore all SimplifyIT intranet features.

 
 
 
 
 
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 ✦