Policy Management Intranet Tools Built for Banks and Credit Unions
SimplifyIT - the longest standing independent FI-focused intranet provider in the US - offers a complete intranet for policy management - built to help banks and credit unions stay compliant, organized, and audit-ready.
Centralized Control Over Policies
Forget tracking policy changes through emails and shared drives. With SimplifyIT, your policies live in one secure place - versioned, approved, and accessible.
Key Features of Our Policy Management
- Version Control: Automatically track changes with full revision history and timestamps.
- Approval Workflows: Route policy updates through customizable multi-stage workflow approvals.
- Review & Expiration Tracking: Set review cycles or expiration dates to keep content current.
- Staff Acknowledgment: Require and track who's read the latest version. See full logs.
- Searchable & Filterable: Find the right policy fast - by department, date, category or instantly using the search.
Designed for Bank & Credit Union Compliance
Whether you're preparing for an NCUA or FDIC audit, or just making sure your team is aligned, SimplifyIT gives you the tools to stay compliant and confident. Export acknowledgment logs, view policy histories, and prove staff engagement - in seconds.
From versioning to staff policy acknowledgment, our intranet policy software streamlines the entire compliance process.
