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Shared Calendars for Banks and Credit Unions

Keep teams aligned with shared intranet calendars - built directly into SimplifyIT. Whether you're planning a compliance training, coordinating a branch event form, or simply tracking all-hands meetings, our calendar tools help your institution stay organized and connected.

Key Calendar Features

  • Multiple calendars: Manage calendars by department, branch, or topic.
  • Role-based access: Set view/edit rights by user, group, or role.
  • Outlook-friendly: Link to Microsoft 365 calendars when needed.
  • Event categories: Track trainings, holidays, team meetings, and more.
  • Embed and crosslink: Show calendars on pages, dashboards, or forms.

Built for Financial Institutions

This isn't a general-purpose calendar - it's tailored for internal operations. SimplifyIT clients use calendar tools to coordinate exam prep meetings, holiday closures, recurring staff reminders, and department-wide events.

Outlook Calendar Integration

You can link existing Outlook calendars directly in SimplifyIT. Want full two-way sync with Microsoft 365? It's on our roadmap. Let us know if that's important for your institution.

Use Cases

  • Compliance training schedules
  • IT maintenance or upgrade windows
  • Branch meeting coordination
  • New employee onboarding timelines
  • All-staff events and HR reminders

Explore More Features

Combine calendars with smart forms, compliance tracking, or our internal news tool to keep your team engaged and exam-ready.

All Intranet 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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