Trusted by Banks & Credit Unions Since 2004SimplifyIT has deep roots in banking - and it shows. From our support style to our product design, everything we do is built for financial institutions that value reliability, flexibility, and compliance. America's Oldest Independent Intranet for FIsWe've been serving banks and credit unions since 2004. That makes us the longest-standing independent intranet provider focused exclusively on financial institutions in the U.S. Nearly every feature we offer was requested by someone working inside a bank or credit union - not dreamed up by a product team disconnected from the day-to-day. Still with Us After 21+ Years- Customer #1? Still with us.
- Customer #2? Also still here.
- Third customer? Fourth? You get the idea.
We've earned loyalty the old-fashioned way: by showing up, solving problems, and listening when it matters most. Fast, Focused Support- Fast response when it counts (especially during exams)
- Never outsourced - no offshore support
- Real answers from real people who understand your world
Flexible Hosting OptionsUnlike cloud-only vendors, we still offer: Because we know some IT and security teams need control over infrastructure - and we respect that. Simple by DesignSimplifyIT was built to make life easier - for end users, admins, and even examiners. Everything from editing content to requesting enhancements is intentionally streamlined. Looks Great. Works Better.At the frontline, teams need quick access to documents and answers. In the back office, deadlines, procedures, and examiner expectations rule the day. With SimplifyIT, design and usability go hand-in-hand - because both matter.
What Our Clients Say
"It's rare in the IT world to see a demo of software - and then purchase that software - only to learn that it actually runs the way the demo promised it would."
★★★★★ Jason P, IT Manager at $178M Bank
"The CEO wanted me to be sure and let you know that you guys are doing a great job. I doubt we've ever had a vendor (in any department) this responsive."
★★★★★ Travis K, VP Information Systems at $147M Institution
"We have been with SimplifyIT since 2004 and have never thought about switching. We've always been happy with their product and service. They have never let us down!"
★★★★★ Krystle B, IT Manager at $309M Credit Union
"SimplifyIT really has made our intranet run 99.9% better. Personally, I absolutely love the Helpdesk - as a manager, it makes my life so much easier."
★★★★★ Nancy K, Administration Manager at $1.3B Institution
"The support from SimplifyIT has been phenomenal. Issues are usually fixed well within 24 hours. I've never seen better support and service from anyone."
★★★★★ Mike B, VP Information Technology at $301M Institution
"We've grown to love this tool more and more each week. What I like most about it? The support. They're always quick to add functionality or solve problems to make our jobs easier."
★★★★★ Stephanie F, VP of Operations at $550M Credit Union
"One of the most amazing things is how little time is needed for installation, implementation, and training. I've never seen anything so simple on all levels."
★★★★★ Dylan W, IT Manager at $239M Credit Union
"It's important for our credit union to maintain a strong brand. SimplifyIT helps create a sleek, easy-to-use intranet that supports that connection with staff."
★★★★★ Katie G, Marketing Manager at $49M Credit Union
Common Questions
How is SimplifyIT different from other intranet vendors?
Most intranets are built for general business use. SimplifyIT was built exclusively for banks and credit unions since 2004. Every feature - from policy management to audit trails - is designed around examiner expectations and financial institution needs.
Does SimplifyIT support FDIC and NCUA compliance requirements?
Yes. SimplifyIT includes audit trails, version tracking, and policy acknowledgments. These features were requested by real bankers preparing for FDIC and NCUA exams, and they remain a core focus of our platform.
What hosting options are available?
Unlike cloud-only vendors, SimplifyIT offers on-premise, self-hosted, and cloud-hosted options. We respect IT and security teams that require control over infrastructure, while still supporting fully managed cloud deployments.
How quickly can support issues be resolved?
Our clients consistently highlight our responsiveness. Most issues are resolved within hours - often the same day. Support is never outsourced, so you always speak directly with someone who understands banking and credit union operations.
How long does implementation take?
SimplifyIT can be implemented in weeks, not months. Because the system is simple by design, training is minimal, and most admins are up and running after a short orientation session.
What if our institution grows or changes core systems?
SimplifyIT is flexible by design. Many clients have used our intranet through core conversions, mergers, and significant growth without disruption. Our team adapts the platform to your needs as they evolve.
Is SimplifyIT secure?
Yes. Security is central to our design. We support Active Directory and Entra ID ( Azure AD) integration, encrypted connections, role-based permissions, and detailed audit logging to meet examiner expectations.
Do employees actually use it?
Yes. Because it's built to be simple and fast, employees can quickly find policies, procedures, and forms without digging. Frontline staff use it daily, while admins and executives rely on reporting, acknowledgments, and workflow automation.
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. |
