Intranet Software for Financial Institutions
Since 2004, SimplifyIT has helped banks and credit unions replace clunky intranets 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?
- 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 acknowledgement tracking for policies and procedures.
- AI-Assisted Search: Optional smart search built for natural language and quick answers.
- Microsoft 365 Integration: Entra AD, Teams, and email compatibility built-in.
Built for Your Institution.
SimplifyIT helps you centralize and organize critical internal content:
- Policies, procedures, forms, and manuals
- HR onboarding, IT requests, audit findings
- Internal communications and employee recognition
Explore Industry-Specific Solutions.
Choose the version that fits your institution best:
Popular Features.
- Intelligent Search
- Knowledge & Document Management
- Policy Acknowledgment Tracking
- Dynamic Forms
- Smart Workflows
- Custom Design & Branding Tools
- Calendars, Blogs, News Walls, Polls, and Alerts
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.
