Help Desk Software Built for Financial Institutions
Not Just IT Tickets - Full Internal Support
Most help desk systems were built for IT departments. SimplifyIT's help desk is different - it's built to handle requests from HR, compliance, operations, facilities, marketing, and more.
How It Works
- Staff submits a request via form or email
- The system automatically routes it to the right team or individual
- Updates and responses are visible to both staff and admins
- Every step is logged with a full audit trail
Key Features for Financial Institutions
- Custom forms for different request types
- Email-to-ticket conversion for easy staff adoption
- Branch-level routing and filtering
- Full timestamped audit history
- Escalation options and private team notes
- One-click exports for auditors or compliance reviews
Stay in the Loop Without Extra Work
Requestors can reply to ticket emails - no login needed - while your team sees everything in one place. Managers can monitor volume, track resolution times, and export reports in seconds.
Common Questions
Does this replace our existing help desk?
Yes - or it can run alongside it. Many institutions migrate gradually, starting with HR, operations, or marketing before moving IT over.
Can we use this with non-technical staff?
Yes. Teams can respond, track, and resolve requests in a clean internal interface.
Is it easy to deploy?
Yes. There's no external setup required. Most institutions are live within a week.
Explore Related Features
- Internal Forms - Build forms that trigger tickets instantly
- Ticketing System - A deeper dive into how routing and tracking works
- Audit Response - Export tickets and histories for examiners
- Search - Staff can find previous tickets, knowledge base content, and answers fast
