Relationship reviews
Relationship reviews
Become the Partner
Become the Partner
Your Customers Want
Your Customers Want
Create customer specific insights, share best practices, and become the trusted advisor your customers are looking for.
Create customer specific insights, share best practices, and become the trusted advisor your customers are looking for.
Creating Account Schematics Is Hard
Creating Account Schematics Is Hard
Creating Account Schematics Is Hard
See How Identifee Makes It Simple
See How Identifee Makes It Simple
See How Identifee Makes It Simple
Spend more time on supporting your customers, less time gathering documentation from them.
Spend more time on supporting your customers, less time gathering documentation from them.
Step 1.
Step 1.
Upload Statements
Upload Statements
Upload Statements
Identifee reads statements and pre-fills relevant information.
Identifee reads statements and pre-fills relevant information.
Identifee reads statements and pre-fills relevant information.
Step 2.
Step 2.
Finalize the Data
Finalize the Data
Finalize the Data
Add insights, signers, and funds flow.
Add insights, signers, and funds flow.
Add insights, signers, and funds flow.
Step 3.
Step 3.
Educate Your Customer
Educate Your Customer
Educate Your Customer
Share with your customer and provide actionable, data-driven insights.
Share with your customer and provide actionable, data-driven insights.
Share with your customer and provide actionable, data-driven insights.
Why Identifee?
Why Identifee?
Identifee unites all elements of your bank or credit union to drive outstanding customer engagement.
Identifee unites all elements of your bank or credit union to drive outstanding customer engagement.
No Coding Required
Create customer specific insights, in seconds.
Simple Onboarding
No consultants needed. Ready out of the box.
Single Platform
Say goodbye to multiple, siloed systems.
Mobile Friendly
On the run? No problem. Take Identifee anywhere!
Easy to Use
Intuitive UI means every skill set can use Identifee.
Reliable Partner
We're not your normal partner. We deeply care about your success.
See Identifee in action!
See Identifee in action!
See Identifee in action!