Document Management for Financial Services
Managing sensitive documents, policies, and procedures is a critical responsibility for financial institutions. SimplifyIT provides a secure, searchable platform with built-in compliance tools to make managing documentation fast, reliable, and audit-ready.
Features That Matter
- Secure Role-Based Access: Control who can view, edit, or delete documents using access controls.
- Version Control: Maintain a full version history of every document.
- Audit Trails: Track document changes and access for regulatory readiness with full audit trails.
- Searchable Archive: Use intelligent search to locate documents instantly by type, tag, or keyword.
- Expiration & Review Alerts: Ensure policies are reviewed on schedule with built-in reminders.
Designed for Financial Institutions
SimplifyIT helps institutions stay compliant with FDIC and NCUA expectations by linking policy acknowledgment, versioning, and document retention tools into one centralized hub.
Helpful Definitions & Related Features
- Policy Acknowledgment - Track when staff review and confirm key policies.
- Version History - See every update made to your documents.
- Audit Trail - Automatic activity logs for transparency and exams.
- Intelligent Search - Use filters, synonyms, and categories to find what you need.
