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.
Creating Account Schematics Is Hard.
See How Identifee Makes It Simple.
Step 1.
Upload Statements
Identifee reads statements and pre-fills relevant information.
Step 2.
Finalize Data
Add insights, signers, and funds flow.
Step 3.
Educate Your Customer
Share with your customer and provide actionable, data-driven insights.
See Identifee in action!
Identifee makes it simple for banks and credit unions to identify, engage, and educate their customers.