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Intranet Software for Financial Institutions

Since 2004, SimplifyIT has helped banks and credit unions replace clunky document management systems and disorganized file shares with a modern, secure, and searchable platform. Whether you're looking to improve internal communication, ensure compliance, or move on from SharePoint, our intranet software is designed for the needs of financial institutions.

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Why Choose SimplifyIT Intranet Software?

  • Banking-Specific Design: Every feature is built from real-world feedback by banks and credit unions.
  • Flexible Deployment: Cloud-hosted, on-premise, or self-hosted - your choice.
  • Secure & Compliant: Full version control, audit trails, and acknowledgment tracking for policies and procedures.
  • AI-Assisted Search: Optional smart search built for natural language and quick answers.
  • Microsoft 365 Integration: Active Directory, Entra ID, Teams, and email compatibility built-in.

Built for Your Institution.

SimplifyIT helps you centralize and organize critical internal content:

Financial Intranet Solutions by Sector

Choose the version that fits your institution best:

Common Questions

What is intranet software for financial institutions?
Intranet software for the financial sector helps banks and credit unions manage internal content like policies, procedures, HR forms, and workflows - all while supporting compliance, communication, and operational efficiency.
Does SimplifyIT work for both banks and credit unions?
Yes. SimplifyIT supports the unique needs of both banks and credit unions, including FDIC and NCUA compliance features, staff onboarding tools, and document management.
Is this a SharePoint alternative?
Yes. Many institutions choose SimplifyIT to move away from SharePoint's complexity. It's easier to manage, faster to deploy, and built for financial workflows out of the box.
Do we have to replace SharePoint?
Not necessarily. Some FIs will choose to store some documents in SharePoint, and then link to them from the intranet. There's also an optional integrated search for SharePoint.
Can SimplifyIT run on-premise?
Yes. You can host it in the cloud, on-premise, or in a hybrid setup - whatever works best for your IT and compliance strategy.
How long does it take to set up?
Many financial institutions launch within 30-45 days. Our team handles setup, content migration, and training to make the process smooth.
Is this intranet software secure?
Absolutely. SimplifyIT includes access controls, audit trails, version tracking, and optional MFA - all built with financial institution security in mind.

Intranet Software Features for Financial Institutions

Trusted Since 2004.

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.

Book a Demo or Watch a 5-Minute Overview

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦