Intranet Software for Financial InstitutionsSince 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. Why Choose SimplifyIT Intranet Software?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.
- 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.
Financial Institution Intranet Software: Built for Compliance and ClaritySimplifyIT helps you centralize and organize critical internal content: Financial Intranet Solutions by SectorChoose the version that fits your institution best:
Common Questions
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.
Is this a SharePoint alternative?
Yes. Many institutions use SimplifyIT to move away from SharePoint's complexity. It's faster to deploy, easier to manage, and purpose-built for financial institution workflows and audits.
Do we have to replace SharePoint?
Not necessarily. Some clients use SimplifyIT as their primary intranet and link out to specific SharePoint content when needed. We also offer optional integrated SharePoint search to help staff find everything in one place.
Can SimplifyIT run on-premise?
Yes. SimplifyIT supports cloud, on-premise, or hybrid hosting - so you can align with your IT strategy, compliance needs, and security preferences.
How long does it take to set up?
Most institutions launch within 30-45 days. Our team handles setup, content migration, and training to ensure a smooth transition.
Is this intranet software secure?
Absolutely. SimplifyIT includes access controls, audit trails, version tracking, and optional multi-factor authentication - all designed for the security needs of financial institutions.
How does this help with audits or exams?
SimplifyIT tracks version history, policy acknowledgments, and access logs - all of which can be pulled instantly for examiners. It reduces the scramble and helps demonstrate internal controls.
Can staff only see what applies to them?
Yes. Role-based access controls ensure staff only see content relevant to their department, branch, or role. This keeps the intranet clean, relevant, and secure.
How does SimplifyIT support policy management?
SimplifyIT includes tools for uploading, versioning, tagging, and tracking acknowledgment of policies. You can even automate alerts for policy reviews and staff reminders.
Intranet Software Features for Financial InstitutionsTrusted 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 ✓ 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.  Instant Search Smart, relevant
real-time, Instant
Search - restricted
by role.  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. |
