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Multi-Location Support

Whether you're a 3-branch credit union or a 50-location bank, SimplifyIT is built to support every team, everywhere. Branch staff, operations, compliance, and IT can all use the same intranet - from HQ or any remote office.

Cloud-Based Access, No VPN Required

Your intranet is accessible from any modern browser - no VPN, no remote desktop, no special installs. Whether staff are in a branch, working remotely, or at a conference, they'll have fast, secure access to what they need.

Location-Specific Visibility

  • Show announcements only to a specific branch
  • Target checklists and forms by location
  • Restrict visibility of documents or ticket categories to the relevant office

Built for Financial Institutions

We know that compliance, policies, and tasks vary by region or branch. That's why you can assign content and workflows to a location, department, or specific role. Everyone sees what's relevant - and nothing else.

Use Cases

  • Assign branch managers recurring forms and checklists
  • Post local announcements or inclement weather alerts by region
  • Enable compliance tracking by location for exams

Explore 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.
 
✦ trusted in banking since 2004 ✦