Why SimplifyIT?  •  Solutions  •  Testimonials  •  About  •  Contact   
(only 5 minutes)
 

SharePoint Alternative for Banks and CUs

Looking for a SharePoint replacement? 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 FIs.

  • 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.

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.

Ready for a Simpler Solution?

Book a Demo or Watch a 5-Minute Overview to see how SimplifyIT compares to SharePoint for your bank or credit union.

 
 
 
 
 
 
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.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
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.
 
✦ trusted in banking since 2004 ✦