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Relationship reviews
Become the Partner
Your Customers Want
Create customer specific insights, share best practices, and become the trusted advisor your customers are looking for.
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Creating Account Schematics Is Hard.
See How Identifee Makes It Simple.
Step 1.
Upload Statements
Identifee reads statements and pre-fills relevant information.
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Step 2.
Finalize Data
Add insights, signers, and funds flow.
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Step 3.
Educate Your Customer
Share with your customer and provide actionable, data-driven insights.
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See Identifee in action!
Identifee makes it simple for banks and credit unions to identify, engage, and educate their customers.