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.
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
- Policy acknowledgment tracking
- Role-based access and Microsoft 365 integration, as well as Entra ID (formerly Azure AD)
- Document management with version control
- Custom dashboards for departments, branches, and board members
- Secure help desk and internal ticketing
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.
Frequently Asked 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.
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.
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
- Intranet Overview - Full list of features and use cases
- Policy Acknowledgment - Track who read what, and when
- Help Desk Software - Internal ticketing for banks and credit unions
- Case Studies - Real-world examples of how financial institutions use SimplifyIT
