SharePoint Alternative for Banks and Credit Unions Looking for a SharePoint replacement? Or a way to integrate SharePoint file libraries into a simpler, but more powerful approach? SimplifyIT is a modern intranet platform built specifically for financial institutions. Whether you're struggling with SharePoint's complexity, lack of support, or poor adoption, we offer a secure, streamlined alternative trusted by banks and credit unions since 2004. Why Financial Institutions Replace SharePoint. - Too Complex: SharePoint requires technical training and ongoing maintenance.
- Hard to Search: Employees can't find what they need when they need it.
- Not Built for Compliance: Missing audit trails, version control, and policy acknowledgement features.
- Limited Workflow Tools: SharePoint forms and automation are clunky and hard to manage.
SimplifyIT: The Purpose-Built Intranet for Banking - Secure & Compliant: Includes full audit trails, version history, and policy acknowledgement tracking.
- Fast, Intelligent Search: Find anything - policies, procedures, contacts - even using natural language.
- No Coding Required: Empower non-technical teams to manage and update intranet content.
- Smart Workflows: Route HR, IT, and audit tasks with dynamic forms and automated triggers.
- SimplifyIT is built for financial institutions: Unlike general tools like Confluence, we focus on compliance, security, and user adoption in regulated environments.
Trusted by Banks and Credit Unions.SimplifyIT is the longest-running independent intranet platform focused entirely on financial institutions. We know the compliance, operations, and internal communication needs unique to your world - and we've been solving them since 2004.
Common Questions
Why are financial institutions replacing SharePoint?
Banks and credit unions are replacing SharePoint due to its complexity, poor searchability, and lack of compliance-focused features like audit trails and policy tracking. It simply wasn't built for regulated environments.
How is SimplifyIT different from SharePoint?
Unlike general-purpose tools like SharePoint, SimplifyIT is a purpose-built intranet platform for financial institutions. It includes features for audit readiness, employee accountability, and smart automation - with no coding required.
Do we have to migrate all our files away from SharePoint?
No. You can keep using SharePoint for document storage and simply link or embed those libraries into your intranet. Or, if you prefer, we can help you migrate files into our integrated document system.
Can SimplifyIT integrate with SharePoint?
Yes. We support linking to SharePoint libraries, embedding files, and even single sign-on integration - making the transition smooth and user-friendly.
Is SimplifyIT easier to manage than SharePoint?
Absolutely. There's no complex configuration, no code, and no need for dedicated admins. Non-technical staff can update content, manage workflows, and track compliance tasks with ease.
Does SimplifyIT include version control and policy acknowledgment?
Yes. We include version tracking, full audit logs, and built-in acknowledgment workflows to ensure staff reviews important documents - all built for examiners and auditors.
|  On-Prem or Hosted ✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.
Choose what
fits your FI.  Audit Ready ✓ Documentation.
✓ Documentation.
✓ More Documentation.
Auditors and examiners love
documentation and exports,
the software abides.  Microsoft Integration ✓ Entra AD.
✓ Teams.
✓ Office 365 Email.
Fully integrated.  Instant Search Smart, relevant
real-time, Instant
Search - restricted
by role.  Policy Tracking Be ready for auditors
and examiners by
tracking those policy
acknowledgements.  Smart Workflows ✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.
Route, track and
document. |
