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Branch Directory

Help your team find location-specific details instantly. SimplifyIT includes a searchable branch directory, built specifically for financial institutions with multiple locations or departments.

Quick Access to Key Branch Info

  • Branch name and location
  • Mailing address, hours, and phone number
  • Manager and department contact info
  • Notes and custom fields (e.g. ATMs, drive-thru, languages spoken)

Centralized, Editable, and Up to Date

Branch details are maintained centrally, so your team always sees the latest information. Authorized users can edit entries directly within the intranet - no need to update a PDF or email an outdated list.

Ideal for Multi-Location Institutions

This feature is especially valuable for multi-location support, helping staff route questions, escalate issues, or confirm location hours when assisting members or customers.

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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