Intranet Software for Financial Services
SimplifyIT is secure intranet software built for the broader financial services industry - not just banks and credit unions. From insurance groups to independent lenders and investment firms, we help you centralize documents, procedures, and team communication in one audit-ready platform.
Flexible Enough for Every Financial Org.
- Policy & Compliance Tools: Track acknowledgment, version control, and history for every update.
- Workflows & Forms: Route loan documents, claim reviews, or IT approvals in real-time.
- Secure Architecture: Choose cloud, hybrid, or on-prem - with Active Directory integration.
- Search That Makes Sense: Find key policies, templates, or contacts instantly with built-in AI indexing.
Serving Financial Services Since 2004.
We've worked with insurance firms, lending groups, and fintech platforms across the U.S. Our features are shaped by what real teams ask for - not by tech trends or guesswork.
Why Financial Firms Choose SimplifyIT.
- No training required - intuitive interface and navigation
- Custom visibility by department, role, or location
- Built-in reminders and recurring task triggers
- Supports remote and hybrid staff with mobile access
- Reduces risk by centralizing compliance-critical files
Integrates With What You Already Use.
SimplifyIT integrates with Microsoft 365, Teams, Outlook, and AD on-prem or Azure Entra AD. You can embed live chat, manage secure attachments, and even route emailed requests to workflow queues.
Request a Demo Today.
Book a Live Demo or Watch a Quick Video to see how we support security, compliance, and knowledge sharing in the financial sector.
