Built for the way banks and credit unions actually work.
Meet Ida
Your AI banker, on every page. Agents in the background, workflows that get things done, voice that captures every call.
Accounts
Every company, contact, and conversation in one view — records enriched and outreach drafted so bankers walk in prepared.
Activities
Every call, meeting, and task in one calendar — the day planned, conflicts resolved, and every conversation logged back to the right account.
Pipelines
Built for every team and every product with real-time visibility. Revenue forecasted, the next deal surfaced, and the pipeline always current.
Checklists
Standardize onboarding, repricing, limit adjustments, and more. Steps sequenced for account holders and teams, with an audit trail for every step — all in real time.
Insights
Real-time analytics tied to outcomes. Summarize the quarter, build custom cohorts, and ship the digest straight to your board.
Prospects
Look up companies and contacts in seconds. Revenue, UCC filing info, and tech stack pulled into a single view — your team can now bring context to every conversation.
Learn
Role-play scenarios on every banking topic. The next lesson queues up automatically, and the live conversation runs in-product.
See what Identifee can do for your institution.
AI that multiplies your team's abilities.