Risk Reviews
Risk Reviews
The Easiest Way to
The Easiest Way to
Become Audit Ready
Become Audit Ready
Create and manage tasks, upload documents, and automatically track progress in real-time.
Create and manage tasks, upload documents, and automatically track progress in real-time.
Streamline Your Risk Reviews
Streamline Your Risk Reviews
In 4 Simple Steps
In 4 Simple Steps
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 Your Customers
Upload Your Customers
Upload Your Customers
Add customers, configure fields, and set review deadlines.
Add customers, configure fields, and set review deadlines.
Add customers, configure fields, and set review deadlines.
Step 2.
Step 2.
Select Your Tasks
Select Your Tasks
Select Your Tasks
Add relevant documents and assign an action to any task.
Add relevant documents and assign an action to any task.
Add relevant documents and assign an action to any task.
Step 3.
Step 3.
Engage Your Customers
Engage Your Customers
Engage Your Customers
Send customer communication and automatically track progress.
Send customer communication and automatically track progress.
Send customer communication and automatically track progress.
Step 4.
Step 4.
Track Your Progress
Know when your customer has uploaded, signed, or completed a task. Share updates with team members and auditors.
Know when your customer has uploaded, signed, or completed a task. Share updates with team members and auditors.
Know when your customer has uploaded, signed, or completed a task. Share updates with team members and auditors.
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!