Last Updated
Overview
SimplifyIT provides a comprehensive intranet and help desk suite to help financial institutions in simplifying operations and compliance. While its advanced features can require an onboarding period, its specialized audit-ready tools and efficient support make it a compelling choice for banks.
Be the first one to leave a review!
No review found
Starting Price
Custom
SimplifyIT Specifications
Analytics and Reporting
Self-Service Portal
Email management
Knowledge base
What Is SimplifyIT?
SimplifyIT is a specialized operational platform built for banks and credit unions to simplify communication and compliance. The software offers tools for policy management, ticketing, and document control to ensure that institutions remain audit ready.
Its key features, like automated policy acknowledgments and role-based access, help users mitigate regulatory risk and reduce administrative overhead, which makes it easier to maintain governance across multiple branches.
SimplifyIT Pricing
The SimplifyIT cost structure includes the following options, utilizing a flat-rate model for scalability:
- Board Portal Add-on: $1,450/year
- Board Portal Standalone: $1,950/year
Disclaimer: The pricing is subject to change.
SimplifyIT Integrations
The software supports integration with multiple systems and platforms, such as:
- Microsoft 365 software
- Microsoft Teams
- Azure Active Directory
- Microsoft SharePoint
- Microsoft Outlook
Who Is SimplifyIT For?
SimplifyIT is ideal for a wide range of industries and sectors, including:
- Banking
- Credit unions
- Finance
Is SimplifyIT Right For You?
SimplifyIT is an ideal fit for financial institutions looking to centralize operations and ensure regulatory compliance. The platform combines a secure intranet with a help desk to help banks and credit unions manage policies and audits efficiently. The platform ensures audit readiness for financial institutions by providing clear exportable audit trails for all system activity and specialized policy acknowledgment tracking for documentation sign-offs.
Still unsure whether SimplifyIT? Connect with our customer support staff at (661) 384-7070 for further guidance.
SimplifyIT Features
SimplifyIT includes a policy management engine that tracks version history and staff acknowledgments. Administrators can automate review cycles and ensure every employee has read the latest compliance documents. This functionality reduces regulatory risk by maintaining a complete and audit-ready log of all policy interactions.
The platform includes a specialized help desk that supports tickets to IT, HR, or facilities based on custom rules. It incorporates change management workflows specifically designed for financial audits, which ensures that all system access changes are documented and approved according to strict regulatory standards.
SimplifyIT provides a centralized document repository that replaces disorganized shared drives with a searchable and secure library. It supports role-based access controls to ensure that sensitive data is only visible to authorized personnel. This feature eliminates version control chaos and ensures a single source of truth for procedures.
Built to satisfy FFIEC and NCUA requirements, the software automatically generates detailed audit trails for every significant action. From policy views to permission changes, the system logs the activity to simplify exam preparation. This proactive approach transforms stressful audits into manageable administrative tasks for compliance officers.
The Board Portal offers a secure web-based environment for directors to access digital board packets and meeting minutes. It integrates effortlessly with the intranet or operates as a standalone tool, which allows board members to review sensitive materials safely on any device without per-user licensing fees.
