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Intranet Software for the Financial Sector

Built for Banks, Credit Unions, and Other Financial Institutions

Since 2004, SimplifyIT has provided intranet software specifically for the financial sector - including community banks, multi-branch credit unions, and other regulated institutions. We focus on compliance, security, usability, and simplicity - not generic corporate features.

See our FAQ for Credit Unions for more info.

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Why the Financial Sector Needs a Different Kind of Intranet

  • Compliance and audit trails are non-negotiable
  • Staff roles are tightly defined - and so are permissions
  • Policies and forms must be accessible, versioned, and acknowledged
  • Third-party vendor reviews and IT scrutiny are standard

Features Designed for Financial Institutions

Trusted by Institutions Across the U.S.

SimplifyIT is used by financial institutions nationwide - including banks, credit unions, and CUSOs - most of whom have completed full vendor due diligence and security reviews.

Common Questions

Is SimplifyIT used by banks and credit unions?
Yes. We've been trusted by U.S. banks and credit unions since 2004 - from small community institutions to multi-branch organizations. Many clients have completed full vendor due diligence and compliance reviews. Learn more about how a financial intranet supports regulated institutions.
Do you support on-premise hosting?
Yes. While many clients choose our hosted option, we fully support on-premise installations for institutions with strict internal hosting or compliance requirements. See our financial intranet page for details on deployment models.
Does the intranet include policy acknowledgment tracking?
Yes. Our platform includes built-in policy acknowledgment with version control, reporting, and audit trails - ideal for compliance-focused environments.
How is access controlled?
Access can be managed through Entra ID (formerly Azure AD), Active Directory, or internal role-based permissions. You control who sees what.

Explore Related Pages

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦