Intranet and Help Desk Software for Financial Institutions
Purpose-Built for Banks and Credit Unions
SimplifyIT isn't a generic portal with banking wallpaper. It's an intranet, help desk, and document system created specifically for financial institutions. From compliance controls to branch-level workflows, it's been refined over decades inside real banks and credit unions.
What Can You Use It For?
- Onboarding and HR Requests - Route and track internal forms across departments
- Policy and SOP Management - Version control, audit logs, and acknowledgments
- Unified Search - Search across policies, procedures, announcements, and SharePoint files
- Help Desk - Internal ticketing system for IT, operations, facilities, and more
- Audit Prep - Find documentation fast and respond with confidence
Works Across Departments and Branches
SimplifyIT adapts to your org chart - whether you're a single-location credit union or a multi-branch community bank. Control access by department, branch, or role without adding complexity.
Trusted by Institutions Nationwide
We've been serving the financial sector for decades. In fact, SimplifyIT is the longest-running intranet platform focused exclusively on financial institutions in the U.S.
See why so many institutions have trusted us - and still do.