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Replace Your Shared Drive

Why Shared Drives Fail Financial Institutions

Shared drives - whether labeled 'P:', 'public drive', or 'shared folder' - weren't built for financial institutions. Over time, they become a dumping ground of outdated forms, unclear procedures, and over-permissioned files. It's not just frustrating - it's a risk.

  • No version control
  • Accidental overwrites and deletions
  • Untracked access to sensitive files
  • No read receipts or acknowledgments
  • Fails examiner expectations for audit-ready access

What Replaces a Shared Drive?

At most banks and credit unions, the answer is secure intranet. SimplifyIT was purpose-built for FIs to fix what shared drives can't. It's structured, searchable, and permission-based - plus, it tracks exactly who sees what.

Learn more about our Document Management tools

Replace Confusion with Clarity

SimplifyIT helps teams stop guessing and start knowing. Here's what you gain when you replace your shared drive with a smart intranet:

  • Secure document storage with version tracking
  • Searchable content organized by topic, department, or audience
  • Read tracking and acknowledgments for policies and procedures
  • Audit-friendly logs of who accessed what, and when
  • Dynamic forms and workflows for internal requests

See how policy acknowledgment works

Ready to Ditch the Shared Drive?

If your current shared drive is creating more problems than it solves, you're not alone. Hundreds of financial institutions have replaced them with SimplifyIT's secure, compliant, and easy-to-manage intranet.

Watch the overview.

 
 
 
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SharePoint AlternativeDynamic FormsBank Intranet SoftwareCredit Union Intranet SoftwareBank Help DeskCredit Union Help DeskU.S. Based Banking IntranetData-Secure Intranet for Banks & Credit Unions
 
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