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Trusted Vendor for Banks and Credit Unions

Why Banks Trust SimplifyIT

SimplifyIT isn't just a vendor. We've been a dedicated intranet partner to U.S. banks and credit unions since 2004. With over 125 financial institutions served, we know what examiners look for - and how to deliver.

  • FFIEC-ready features: Built-in audit trail, policy tracking, and change management
  • On-prem or hosted: You choose the deployment that works for your IT and compliance needs
  • U.S.-based team: Support, development, and hosting all stay domestic
  • Track record: 21+ years serving banks - with no offshore outsourcing or VC pressure

Due Diligence Ready

Need documentation for your vendor review? We'll provide:

  • Completed due diligence packets (standard format or your own)
  • Data handling, disaster recovery, and update policies
  • Full list of SOC/IT-level details

Ask Our Clients

Our clients span the U.S. - small-town community banks, growing credit unions, and mid-size FIs with multiple branches. Many have been with us for over a decade.

References available upon request, or explore how SimplifyIT helped institutions streamline policy management and improve audit outcomes in our case studies.

Frequently Asked Questions

Has SimplifyIT passed vendor due diligence at other banks and credit unions?
Yes. We've completed vendor reviews for more than two decades - community banks, credit unions, and multi-branch FIs. References and documentation are available upon request.
Do you provide documentation for vendor management reviews?
Absolutely. We can supply disaster recovery policies, data handling details, etc. - a completed due diligence packet.
Do you support on-premise installations?
Yes. Many financial institutions prefer self-hosted solutions. We offer both hosted and on-prem options, depending on your internal IT and compliance needs.
 
 
 
 
 
 
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 ✦