Workflow Approvals Trusted by compliance-driven financial teams.
Common Use Cases
- Compliance: approvals for marketing content, vendor forms, risk changes
- HR: hiring requests, comp adjustments, licensing status changes
- IT/Security: user access, credentials, remote access exceptions
- Operations: onboarding requests, changes in custodian setup
- Sales/Marketing: ad campaign approvals, event requests, budget sign-off
Why Financial Teams Use SimplifyIT
- Flexible approval forms with required logic and routing
- Notify compliance, IT, or HR based on field choices
- Multi-step approvals and optional expiration timers
- Audit-ready: logs every decision and comment
- Non-technical setup - no developer required
You can even build these workflows yourself - no IT queue needed.
Be Audit-Ready at Every Step
Whether it's FINRA, SEC, or internal policy, our workflows track every signature, comment, and update. Export full audit trails with one click.
