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AI Search That Understands What You Mean

Not Just Search - Understanding

Typing into a search bar shouldn't feel like guesswork. SimplifyIT uses artificial intelligence to understand what staff are trying to do, not just the words they type. Whether it's finding a form, checking a policy, or answering a question, our AI-powered search delivers fast, context-aware results - no training required.

How Our AI Search Works

  • Option 1: Intent Detection (AWS Comprehend) - We use a lightweight, private model to understand the intent of the query without sharing content or documents
  • Option 2: Embedding Match (OpenAI) - Pre-processed content is indexed and matched based on meaning, not keywords
  • Option 3: Both - one for searches, one for chats.

Private by Default

Clients choose whether AI features are enabled - and can toggle them at any time. Intent detection uses AWS Comprehend, which retains only the query string for 45 days and does not access any internal documents or user data. For institutions that prefer to keep all data in-house, AI search can be completely disabled.

Why It Matters for Banks and Credit Unions

  • Staff can type natural-language queries like "where's the new HR policy" or "how do I request time off"
  • Results consider meaning, not just keywords
  • Less time digging through folders or misnamed files
  • Supports compliance by ensuring users find the right version, fast
  • Smart enough to show policies, forms, answers, and links in one result

Related Features

 
 
 
 
 
 
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.
 
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