Policy Management Software
Managing policies doesn't have to be painful - or manual. SimplifyIT helps banks and credit unions handle every stage of the policy lifecycle, from creation and review to staff acknowledgment and audit response. It's all built into your intranet, no extra software required.
Complete Policy Lifecycle, All in One Place
- Organize policies by department, owner, or category
- Use version control to track edits and publication history
- Set review dates and automatic reminders
- Require acknowledgment for key policies
- See who viewed, signed, or approved - with timestamps
Built for Financial Institutions
Unlike generic policy software, SimplifyIT was built specifically for banks and credit unions. That means simpler setup, familiar workflows, and audit-ready tracking that examiners love.
- Staff Acknowledgment with click tracking
- Automated Review Reminders by due date
- Version Control and archived policy history
- Centralized Audit Trail for exam prep
- Role-Based Permissions to control visibility
Easy to Manage. Easy to Prove.
Examiners don't want spreadsheets or screenshots. They want proof. With SimplifyIT, you can export acknowledgment logs, review histories, and version timelines - in seconds.
See our compliance tools or explore policy forms with workflow to go even further.
See It in Action
Simplify policy management without layering on another complex tool. Watch the 5-minute demo or book a live tour today.
