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SimplifyIT

SimplifyIT offers an all-encompassing intranet and help desk solution designed specifically for financial institutions aiming to streamline their operations and...

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SimplifyIT offers an all-encompassing intranet and help desk solution designed specifically for financial institutions aiming to streamline their operations and...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

SimplifyIT offers an all-encompassing intranet and help desk solution designed specifically for financial institutions aiming to streamline their operations and ensure compliance. Although the platform's sophisticated features may necessitate some time for onboarding, its tailored audit-ready tools and effective support make it an attractive option for banks.

Product Details

What Is SimplifyIT?

SimplifyIT is a dedicated operational platform designed specifically for banks and credit unions, aimed at enhancing communication and ensuring compliance. This software provides essential tools for managing policies, handling tickets, and controlling documents, enabling institutions to stay prepared for audits.

Key features such as automated policy acknowledgments and access based on user roles assist organizations in minimizing regulatory risks and lowering administrative burdens, facilitating governance across various branches.

SimplifyIT Pricing

The pricing model for SimplifyIT is structured as follows, utilizing a flat-rate approach for scalability:

  • Board Portal Add-on: $1,450/year

  • Board Portal Standalone: $1,950/year

Contact us today to receive a customized quote for your SimplifyIT needs!

Please note that prices may vary.

SimplifyIT Integrations

This software can integrate with various systems and platforms, including:

  • Microsoft 365 software

  • Microsoft Teams

  • Azure Active Directory

  • Microsoft SharePoint

  • Microsoft Outlook

Check out the SimplifyIT demo to discover more about its integration capabilities.

Who Is SimplifyIT For?

SimplifyIT serves a diverse array of industries and sectors, including:

  • Banking

  • Credit unions

  • Finance

Is SimplifyIT Right For You?

This platform is particularly suitable for financial institutions aiming to centralize their operations while ensuring compliance with regulations. It merges a secure intranet with a help desk feature that aids banks and credit unions in managing policies and audits effectively. SimplifyIT guarantees audit readiness by offering comprehensive exportable audit trails for all activities within the system and specialized tracking for policy acknowledgments related to documentation sign-offs.

If you still have questions about whether SimplifyIT is the right choice for you, feel free to reach out to our customer support team at info@softwareseekers.com for further assistance.

Customer Service Software Features

✘ analytics
✘ live chat
✘ workflows
✘ api access
✘ mobile crm
✘ purchasing
✘ cloud based
✘ node editing
✘ self service
✘ phone support
✘ web filtering
✘ call recording
✘ call scripting
✘ contact center
✘ issue tracking
✔ knowledge base
✘ sales tracking
✘ sla management
✘ call monitoring
✘ canned response
✘ case management
✘ crm integration
✘ data encryption
✘ lead generation
✘ lead management
✘ mlops platforms
✘ reporting audit
✘ task management
✘ automation tools
✘ canned responses
✘ customer profile
✘ customer support
✔ email management
✘ order management
✘ queue management
✘ sales automation
✘ security measure
✘ speech analytics
✘ ticketing system
✘ activity tracking
✘ client management
✘ customer feedback
✘ customer profiles
✘ real time preview
✘ sales forecasting
✘ ticket management
✘ activity dashboard
✘ contact management
✘ help desk software
✘ internal ticketing
✘ live chat software
✘ predictive dialing
✘ project scheduling
✘ selfservice portal
✘ service management
✘ alertsnotifications
✘ analytics reporting
✘ automated responses
✘ automation chatbots
✘ automation workflow
✘ calendar scheduling
✘ collaboration tools
✘ customer management
✘ document management
✘ email phone support
✘ employee engagement
✘ feedback management
✘ firewall protection
✘ incident management
✘ loyalty and rewards
✘ omnichannel support
✘ phishing prevention
✘ real time dashboard
✘ reporting analytics
✘ security compliance
✔ self service portal
✘ threat intelligence
✘ vector importexport
✘ welding and merging
✘ workflow automation
✘ call center software
✘ integration with crm
✘ inventory management
✘ knowledge management
✘ omni channel support
✘ ticketing management
✘ warehouse management
✘ active learning tools
✘ billing and invoicing
✘ crm integration tools
✘ customer segmentation
✘ escalation management
✘ inside sales software
✘ it service management
✘ multi channel support
✘ work order management
✘ call center management
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✘ customer servicesupport
✘ customizable dashboards
✘ file sharing management
✘ knowledge base software
✘ real time communication
✘ remote support software
✘ reporting and analytics
✘ sla management software
✘ social media management
✘ supply chain management
✘ synthetic data software
✘ task project management
✘ ai automation governance
✘ compliance risk controls
✘ customer feedback survey
✘ deal pipeline management
✘ social media integration
✘ vulnerability management
✘ contact center management
✘ customer feedback surveys
✘ customer service software
✘ customer support software
✘ live chat crm integration
✘ machine learning software
✘ mobile payments invoicing
✘ natural language dialogue
✘ online portal for tenants
✘ sales pipeline management
✘ small business scheduling
✘ channel initiation support
✘ contact center outsourcing
✘ customer feedback profiles
✘ customer support ticketing
✘ integrations extensibility
✘ sales engagement platforms
✘ account management software
✘ ai integrated crm solutions
✘ anti virus and anti malware
✘ business process management
✘ customer service automation
✘ feedback analytics software
✘ knowledge base self service
✘ multi factor authentication
✘ sales acceleration software
✘ video surveillance software
✘ call center queue management
✘ call reporting and analytics
✘ customer self service portal
✘ integration with other tools
✘ omnichannel support software
✘ self service portal software
✘ sf customer service software
✘ task and activity management
✘ task assignment and tracking
✘ customer communications tools
✘ customer feedback and surveys
✘ deterministic execution layer
✘ remote video support software
✘ security audits and reporting
✘ appointment booking management
✘ automated appointment reminder
✘ barcode and qr code generation
✘ call transfer and conferencing
✘ customer experience management
✘ customer self service software
✘ escalation management software
✘ interactive voice response ivr
✘ call center management software
✘ collaboration and communication
✘ content and document management
✘ conversational support software
✘ crm integrated support software
✘ customer communication tracking
✘ other customer service software
✘ analytics and reporting software
✘ appointment managementscheduling
✘ automated responses and chatbots
✘ customer feedback sla management
✘ integration with marketing tools
✘ analytics and analytics reporting
✘ configuration management database
✘ integration with third party apps
✘ voicemail and callback management
✘ digital customer service platforms
✘ knowledge base self service portal
✘ conversational intelligence software
✘ customer relationship management crm
✘ customer service automation software
✘ omnichannel customer support software
✘ multilingual customer support software
✘ data science machine learning platforms
✘ enterprise feedback management software
✘ chatbots automated responses and chatbots
✘ omnichannel support multi channel support
✘ integration with help desk and support systems
✘ knowledge base content creation and management

Pros

  • ✔ Automating policy acknowledgment tracking for staff compliance
  • ✔ Centralizing internal documents in the document repository
  • ✔ Simplifies staff support with the integrated help desk

Cons

  • ✘ Requires effort for ongoing content management
  • ✘ Success depends on staff adoption rates

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Information regarding a dedicated mobile app has not been specified by the vendor.

Information regarding the vendor’s API availability has not been provided.

The platform integrates with various software and services including Microsoft Teams, Microsoft Outlook, Microsoft 365, Microsoft SharePoint, and Azure Active Directory.

The platform currently supports the English language.

The vendor offers two Board Portal options: Board Portal Add-on ($1,450/year) and Board Portal Standalone ($1,950/year). Request a customized SimplifyIT pricing plan for your business today!

SimplifyIT features are designed for businesses in industries and sectors like credit unions, finance, and banking.

The platform provides support through phone.