Customer story

First Fidelity Bank transforms its sales strategy with Identifee.

How a relationship-driven commercial bank strengthened business development, streamlined key workflows, and delivered over 50% treasury management revenue growth.

First Fidelity Bank Commercial banking & treasury management
50%+
Treasury management revenue growth
250+
Micro-video lessons on demand
35M
Companies in the prospecting engine
700M
Professionals, with tech-stack intel

Overview

As First Fidelity Bank (FFB) continued to build on its success in commercial banking, the organization sought new ways to deepen client relationships, enhance business development efforts, and improve operational efficiency. Partnering with Identifee provided tools and processes that complemented FFB's strategic objectives — helping commercial and treasury management teams engage prospects more effectively, streamline key workflows, and support continued growth.

The opportunity: building on a strong foundation.

Before implementing Identifee, FFB had already established a successful commercial banking business built on strong relationships, experienced bankers, and a trusted reputation. As the bank continued to grow, leadership identified opportunities to further strengthen business development and banker effectiveness:

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    Relationship expansion. Increase focus on broader commercial banking and treasury management relationships.

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    Growth acceleration. Complement a strong referral network with more proactive business development efforts.

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    Banker enablement. Provide additional training, insights, and tools to support prospecting and relationship growth.

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    Operational efficiency. Streamline account planning, relationship mapping, and client presentation development.

The solution: a modular operating platform.

FFB deployed Identifee's all-in-one operating platform, using its stackable modules to create a "game-changing" sales environment.

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AI Assist (Ida)

A customized AI assistant trained on FFB's internal policies, products, and procedures. Ida provides instant answers to complex queries — the difference between RTP and FedNow, or which clients are the best fit for fraud mitigation.

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Insight Reports

Automated tools that generate client-ready Working Capital and Treasury Management reports in seconds, replacing hours of manual data entry.

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Lean Learning

Access to over 250 micro-video lessons on industry topics like faster payments and sales strategy — on-demand training for staff and clients alike.

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Business Intelligence

A prospecting engine covering 35 million companies and 700 million professionals, complete with intel on their existing technology stacks — ERPs, payment gateways, and more.

The results: over 50% revenue growth.

Identifee helped support several initiatives aimed at improving commercial banking performance, efficiency, and business development:

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    Treasury management growth. Greater visibility into commercial relationships and treasury opportunities helped teams deepen client relationships and deliver over 50% revenue growth.

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    Enhanced business development. More structured prospecting and outbound calling efforts complement FFB's strong referral-driven business model.

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    Sales process consistency. Reinforced pipeline management, goal tracking, and accountability through a more disciplined sales approach.

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    Improved efficiency. Streamlined account planning, relationship mapping, and client presentation development — less manual effort, more consistency.

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    Rapid adoption. Integrated quickly into existing workflows, so teams began realizing value with minimal disruption.

About First Fidelity Bank

First Fidelity Bank is a Member FDIC institution serving businesses, individuals, and communities across Oklahoma, Arizona, and Colorado. Known for its relationship-driven approach to banking, FFB continues to invest in its people, technology, and capabilities to support client success and long-term growth.

About Identifee

Built by former bankers, Identifee is the modern operating platform that helps banks and credit unions acquire new customers, service customers, and grow revenue and deposits. The platform unifies task automation and customer management in a single, modular AI workspace — CRM, GenAI, prospecting, sales enablement, and learning — with each module working independently or connecting to 2,800+ existing systems.

Ready to write your own story?

Talk to our team about what Identifee can do for your commercial and treasury management teams.

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