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Staff Engagement Tools for Credit Unions

A vibrant intranet isn't just for tasks - it can spark culture, connection, and belonging. SimplifyIT gives credit unions tools that turn your intranet into a daily destination staff actually want to visit.

Recognize and Celebrate Your Team

Highlight birthdays, anniversaries, achievements, and shout-outs from peers. Whether formal or fun, public recognition builds morale and keeps your values visible.

Two-Way Feedback Options

Offer suggestion boxes, polls, or anonymous feedback forms. Show staff their voice matters - and give leadership a pulse on culture, ideas, and concerns.

Personal Dashboards & Content Relevance

Show each user what matters most to them - upcoming tasks, recent recognitions, key messages, team updates. It's engagement through personalization.

Promote Inclusion Across Branches

Bridge the gap between branches with fun spotlights, team bios, and shared announcements. Help new employees feel like part of the team - no matter where they work.

Engagement That's Measurable

Track clicks, reads, submissions, and interactions. See what's working - and improve what isn't - with real data tied to your internal engagement efforts.

Related 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.
 
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.
 
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