customer onboarding
Reduce Your Liability
and Improve Customer Experience
Create custom workflows, document procedures, and get real-time status updates on all of your implementaitons.
Automated Customer Onboarding
Save time, reduce liability, and provide a digital customer experience.
Reduce Your Liability
With automated tracking and document storage, Identifee helps defend FIs in fraud cases.
Deliver the Experience Your Customers Expect.
Step 1.
Customize
Create workflows, add documents, and insert customer actions.
Step 2.
Engage
Communicate with customers through multiple channels, all on our single platform.
Step 3.
Track
View customer interactions, save reports, and get real-time updates on all of your implementaitons.
See Identifee in action!
Identifee makes it simple for banks and credit unions to identify, engage, and educate their customers.