Employee Directory for Financial Services
Whether you have five branches or fifty, SimplifyIT helps your team find the right contact fast. Our searchable employee directory updates automatically as roles and locations change, keeping everyone connected.
Key Features
- Smart Search: Find coworkers by name, department, branch, or role.
- Click-to-Call & Email: Connect instantly from your browser or phone.
- Photo & Title Display: Show employee photos, job titles, and locations at a glance.
- Role-Specific Filters: Segment staff by responsibility, such as lending or compliance.
- Automatic Updates: Changes in roles or usernames are reflected in real time.
Designed for Financial Institutions
From branch tellers to back-office staff, the SimplifyIT directory simplifies communication, improves responsiveness, and ensures accuracy across your institution. No more outdated spreadsheets or static PDFs.
Helpful Features & Integrations
- Microsoft Integration - Show Office 365 email and calendar links per user.
- Homepage Builder - Display employee info dynamically on branch-specific intranet homepages.
- Electronic Forms - Launch pre-filled forms based on user selection.
