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Why SimplifyIT?

 
 
 

✦ Trusted for Decades.

 
We're now in our third decade of serving financial institutions, and it shows. Nearly every feature and function in our platform exists because someone in banking asked for it.
 

✦ Responsive.

 
We're fast, focused, and built specifically for financial institutions. We're not a giant corporation - and that's by design. It gives us the flexibility to stay quick on our feet when you need us most.
 
When's the last time you got great service from a big-box store? A mega fast food chain? Or your ginormous cable company? Big doesn't always mean better. And it rarely means responsive.
 

✦ 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.
 

✦ Staying Power.

 
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.
 

✦ Highlights.

 
✓ Customer #1? Still with us.
 
✓ Customer #2? Also still with us.
 
✓ Third customer? Fourth? You get the idea.
 
✓ Nearly 21 years. And counting.
 
✓ Zero offshore support.
 
✓ Only real answers from real people.
 

✦ Built on Trust. Proven by Time.

 
Financial institutions don't have time for risky vendors. Our clients stay because we deliver - not just once, but consistently, for decades. They know we're not chasing buzz words - 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.