Internal Help Desk for Banks

Streamline IT, ops, and facilities requests in one secure place.

SimplifyIT's intranet help desk software is tailor-made for financial institutions - giving employees a quick way to request support and giving support staff the tools they need to resolve tickets fast.

Designed for Multi-Branch Banks

Whether it's a printer problem in Knoxville or a supply request in Cleveland, our help desk helps route and triage tickets based on branch, location, or request type - no cluttered inboxes required.

Custom Categories and Routing

Create ticket categories like 'IT Support', 'Facilities', 'HR Question', or 'Security Incident' - and route each to the appropriate staff or queue.

Track, Escalate, and Close

Every ticket is trackable, assignable, and searchable. Set auto-escalation rules, notify specific teams, or escalate based on aging or severity.

Audit-Friendly Logs

Each submission includes timestamps, assignee history, and resolution notes. Perfect for tracking issues during compliance reviews or vendor management checks.

Optional Forms + Workflow

Want more structure? Pair your help desk with our Forms and Workflow Approvals to standardize requests and automate handling.

Related Features

Common Questions

What departments can use the help desk?
Most banks use it for IT, operations, facilities, and sometimes HR. You can define your own departments and ticket types.
Does it support attachments and priority levels?
Yes. Staff can include screenshots, forms, or images - and tickets can include custom priority levels and status updates.
Can we track who handled each request?
Yes. Each ticket has a full audit history with timestamps and staff assignments.
 
 
 
 
 
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 ✦