SharePoint Alternative for Financial Services
Looking for a SharePoint alternative that's actually made for banks, credit unions, and other financial services providers? SimplifyIT is the secure intranet platform that eliminates SharePoint headaches - without sacrificing features or compliance.
Why Financial Services Teams Replace SharePoint
- Too IT-Heavy: SharePoint requires significant internal support, configuration, and maintenance.
- Not Tailored for FIs: Lacks industry-specific tools for compliance and audits.
- Poor Adoption: Staff often avoid using it due to complexity and cluttered structure.
- No Native Banking Workflows: No built-in tools for policy tracking, ticketing, or HR forms.
The Intranet Platform for Financial Institutions
- Compliance-Ready: Built-in audit trails, policy acknowledgment, version history, and access controls.
- Designed for FIs: Includes workflows for IT, HR, compliance, and branch ops.
- Smart, Natural Search: Search procedures, vendors, contacts - even with natural language.
- Fast Setup: Go live in days, not months - with no IT burden required.
Trusted Across the Financial Services Sector
Since 2004, SimplifyIT has helped hundreds of financial institutions solve internal communication and compliance challenges. From community banks to multi-branch credit unions, our platform scales to fit your needs.
Explore a Better Way
Book a demo or watch the quick overview to see how SimplifyIT stacks up to SharePoint for financial services teams.
Frequently Asked Questions
Why do financial institutions look for a SharePoint alternative?
SharePoint can be complex, difficult to maintain, and not tailored to banking or credit union workflows. Institutions often seek a simpler, compliant solution built specifically for financial services.
Is SimplifyIT a secure intranet platform for financial services?
Yes. SimplifyIT includes built-in audit trails, role-based permissions, version control, and policy acknowledgment tools to meet financial industry compliance requirements.
Can we integrate our existing SharePoint files into SimplifyIT?
Absolutely. We support integration with SharePoint libraries so your teams can access key files from a central intranet without migrating everything at once.
How is SimplifyIT different from other SharePoint alternatives?
SimplifyIT is built exclusively for banks and credit unions - not as a general-purpose tool. Since 2004, we've focused on compliance, workflows, and ease-of-use tailored to financial institutions.
Does SimplifyIT include workflows and forms like SharePoint?
Yes. Our platform includes powerful workflow tools with conditional logic, automated alerts, and audit-ready tracking - without the complexity of SharePoint forms.
How quickly can we move from SharePoint to SimplifyIT?
Most organizations are fully live within 30 days. We handle the heavy lifting with guided setup, smart defaults, and optional SharePoint integration to smooth the transition.
Do you offer support for both hosted and on-premise deployment?
Yes. Financial institutions can choose hosted or on-premise deployment depending on security preferences and internal policies - we support both models.
