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Credit Union Intranet Software

SimplifyIT delivers secure, intelligent intranet software built for credit unions of all sizes. From compliance tracking and HR onboarding to member service support and internal communication, our platform helps your team stay organized, informed, and audit-ready - whether you're cloud-hosted, on-prem, or hybrid.

Made for Credit Union Teams.

  • Flexible hosting: on-premise, cloud, or self-hosted
  • Non-technical editing tools for everyday updates
  • Dynamic forms and task automation
  • Social features to support team connection and engagement
  • Secure document and knowledge management

Trusted by Credit Unions Since 2004.

SimplifyIT is the longest-standing independent intranet provider for financial institutions in the U.S. Our credit union customers helped shape the platform - every feature we offer has a purpose.

Get a Closer Look.

Book a Demo or Watch a 5-Minute Video to see how SimplifyIT helps credit unions streamline operations, simplify compliance, and improve internal communication.

 
 
 
 
 
 
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 ✦