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Credit Union Intranet.

Oldest Credit Union Intranet.

Not only are we now in our third decade of serving financial institutions, but SimplifyIT is the oldest independent FI intranet provider in the United States. Nearly every feature and function in our platform exists because someone in banking asked for it (we have a few ideas ourselves!).

  • Onsite or Cloud-Based
  • Top-Notch Service
  • Optional AI-Powered Search
  • Instant Search
  • Relevance-Focused Landing Page
  • Onscreen Content Editor (for non-technical people)
  • Advanced Design Options (for technical people)
  • Knowledge & Document Management
  • Walls/Corkboards, Calendars, Employee Recogition... And More!

Trusted for Decades.

Not only are we now in our third decade of serving financial institutions, but SimplifyIT is the oldest independent FI intranet provider in the United States. Nearly every feature and function in our platform exists because someone in banking asked for it (we have a few ideas ourselves!).

 
 
 
✦ Beautiful. Simple. Fun. Efficient.
 
Employees don't want clutter. They want speed, clarity, and a little delight. Make it beautiful and easy, and you'll get real buy-in.
 
A quick overview...
 
✓ Onsite or Cloud-Based
✓ Top-Notch Service
✓ Optional AI-Powered Search
✓ Instant Search
✓ Relevance-Focused Landing Page
✓ Onscreen Content Editor (for non-technical people)
✓ Advanced Design Options (for technical people)
✓ Knowledge & Document Management
✓ Walls/Corkboards, Calendars, Employee Recogition... And More!
 
✦ Includes Full Suite.
 

✓ Design Options

Change the look and feel with a click, use drag-and-drop, or build a fully custom design with code.
 

✓ Advanced Search

Not hype - we've built the best search experience on the market.
 

✓ Knowledge & Document Management

Store and manage policies, procedures, forms, manuals - anything critical. Includes versioning, audit trails, and change documentation from top to bottom.
 

✓ Social Features

Add just the right dose of social interaction to boost engagement. Blogs, news, and pages include walls and likes. Recognize employees publicly - and optionally connect external social media feeds.
 

✓ Acknowledgement Recorder

When a new policy version is released, record acknowledgements from employees.
 

Workflows/Help Desk

Not just for IT. Our help desk supports HR, Facilities, Marketing - any team that serves others.
 
Route requests automatically based on roles, answers, or paths you define.
 
Use dynamic forms to capture info, control visibility, and trigger actions - no coding required. Great for onboarding, offboarding and audit findings.
 
Click here to learn more.
 

Electronic Forms

Create and route custom forms through workflows - with smart prompts and auto-tasking built right in.
 
Click here for more information about our customizable, dynamic, electronic forms.
 

✓ Intranet Suite + Companion Apps

Directory (Entra AD/onsite Active Directory integration), Alerts/Announcements, Calendars, News, Blog Feature, External News (RSS), Polling Feature, Streaming Video, Web Pages, Opportunities/Job Listings, Training Management, Lobby Management, Vendor Management, Contact Management, Employee Recognition, Hardware Management, User Resource/System Management, In-Out Feature.
 
 
 
 
 
 
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 ✦