No bloat. No distractions. Just the tools your teams need to communicate clearly, stay organized, and remain audit-ready.
We've been building intranet software for financial institutions and growing businesses since 2004 - and we're still here because it works.
SimplifyIT is the longest-standingU.S.-based intranet software providers. Whether you're replacing SharePoint or launching your first intranet, our platform is trusted by organizations of every size to bring people, policies, and processes together.
We make it easy to centralize content, streamline workflows, and improve employee communication - all in a secure, searchable, and compliance-friendly environment.
SimplifyIT is purpose-built for financial institutions that need an intranet with secure access, policy tracking, form workflows, and Microsoft 365 integration. Whether you're a bank, credit union, or hybrid institution, we help teams stay aligned and audit-ready.
Banking-Specific Design: Every feature is built from real-world feedback by banks and credit unions.
What is intranet software for financial institutions?
Intranet software for banks and credit unions helps manage internal documents, forms, workflows, and announcements - all while supporting compliance and communication. It centralizes operations and ensures staff access the right, most up-to-date content, even across multiple branches or departments. Learn more about financial institution intranets.
What is intranet in banking?
A banking intranet is a secure internal system used by financial institutions to manage communication, documents, forms, and compliance workflows. It helps staff stay aligned, informed, and audit-ready across departments and branches. Explore banking intranet features.
Why do credit unions use intranet software?
Credit unions use intranet software to centralize internal documents, streamline workflows, and maintain consistent communication across branches. SimplifyIT helps them meet compliance requirements while simplifying access to policies, forms, and internal requests.
How do banks manage internal communication?
Banks use intranet software to streamline internal communication through news posts, alerts, policy updates, and department-specific announcements. SimplifyIT also supports integrations with Microsoft Teams, email, and SMS to ensure critical messages reach staff quickly.
Which software is mostly used at banks?
Banks often rely on internal communication platforms, document management tools, and intranet software. SharePoint is common, but many now prefer modern alternatives like SimplifyIT that are purpose-built for banking compliance and workflows.
What is a SharePoint alternative for banks?
A SharePoint alternative for banks is intranet software that's easier to manage, faster to deploy, and designed specifically for financial institution needs. SimplifyIT supports compliance, collaboration, and centralized policy control without SharePoint's complexity.
Is this a SharePoint alternative?
Yes. Many institutions use SimplifyIT to move away from SharePoint's high maintenance and limited adoption. It's a turnkey intranet that's secure, searchable, and built for exam readiness.
Do we have to replace SharePoint?
Not at all. Some clients use SimplifyIT as their primary intranet and link out to SharePoint for specific documents. We also offer optional integrated SharePoint search to bring everything into a single interface.
What is the best intranet software?
The best intranet software depends on your goals. For banks and credit unions, SimplifyIT is a top choice because it includes audit trails, policy versioning, smart search, and role-based access. See intranet features that matter most.
Can SimplifyIT run on-premise?
Yes. SimplifyIT can be hosted on-premise, in the cloud, or self-hosted - whichever setup best aligns with your compliance needs, IT preferences, and security protocols.
How long does it take to set up?
Most clients go live in 30-45 days. We handle setup, configuration, and team training to ensure a smooth launch. We can also assist with content migration.
Is this intranet software secure?
Yes. SimplifyIT was designed for financial institutions and includes access controls, audit trails, policy tracking, and optional multi-factor authentication.
How does this help with audits or exams?
SimplifyIT automatically tracks version history, policy acknowledgments, user access logs, and change activity - giving examiners what they need in seconds. It makes your institution audit-ready by design.
Can staff only see what applies to them?
Yes. With role-based access, users only see content relevant to their branch, department, or role. This reduces clutter and improves both relevance and security.
How does SimplifyIT support policy management?
SimplifyIT includes tools for uploading, versioning, tagging, and tracking acknowledgment of policies. You can also automate review reminders, compliance alerts, and staff re-certification cycles.
Intranet Software Features for Financial Institutions
SimplifyIT is the oldest independent intranet provider for financial institutions in the United States. Our clients include community banks, credit unions, and regional institutions that require a secure, stable, and flexible platform to support their internal operations.
