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Solutions for Financial Institutions.

SimplifyIT offers intranet, help desk, and board portal solutions purpose-built for banks and credit unions. Whether you're replacing outdated systems or building new internal tools, our products are secure, simple to use, and fully supported - with cloud, on-prem, or hybrid options.

Intranet Portal Software

Help Desk Software

Board Portal.

Expect the same features and tools as out intranet software, just with tailored content for the board. We offer onsite, self-hosted and cloud-based options.

Features

Consulting.

SimplifyIT provides custom web-based programming - including tweaks to our intranet productivity suite, help with modernizing homegrown apps (think Azure, AWS, SMS texts, etc.) - along with PowerOn development for Jack Henry's Symitar® Episys platform.

Click here for more information.

 
 
 
 
 
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 ✦