Why SimplifyIT?  •  Solutions  •  Testimonials  •  About  •  Contact   
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Why SimplifyIT?

 
 
 

✦ 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!).
 

✦ Fast Response.

 
We're fast, focused, and built specifically for banks and credit unions. We're not a giant corporation - and that's by design. It gives us the flexibility to stay quick on our feet when it comes to support - especially when you need us most (think audit or exam).
 
  • Zero offshore support.
  • Only real answers from real people.
 

✦ Hosting Options.

 
While most providers have moved to cloud-only, we also offer on-premise and self-hosted deployment (in addition to our cloud-hosted) for institutions that require it - and that's important when security and compliance teams need control over infrastructure.
 

✦ Established Longevity.

 
From our very first client to those who joined 20+ years ago - our longest-standing customers are still here. In an industry that demands flexibility, trust, and responsiveness - we've earned loyalty the old-fashioned way: by showing up, solving problems, and listening when it matters.
 
  • Customer #1? Still with us.
  • Customer #2? Also still with us.
  • Third customer? Fourth? You get the idea.
  • Nearly 21 years. And counting.
 

✦ Simple.

 
From the beginning, our mission has been to keep it simple. Whether it's the end user experience, content management, or system administration - simplicity drives every decision. Even requesting enhancements, scheduling an installation, or running an update? Still simple. And yes - it's in the name.
 

✦ Looks Great. Works Even Better.

 
Yes, the design can be elegant - and great design is important for buy-in. But more importantly, employees in service roles need fast access to information and documents to deliver impressive service. And the back office? They need streamlined tools to resolve issues, meet deadlines, and impress examiners. With SimplifyIT, design and function work hand-in-hand.
 

✦ Built on Trust. Proven by Time.

 
Financial institutions don't have time for risky vendors. Our clients stay because we deliver consistently, for decades. They know we're not chasing buzzwords - we're focused on results.
 
 
 
 
 
 
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 ✦