Identifee performs the tasks of multiple solutions better, faster, and for a fraction of the cost.
Multiple solutions in a single connected platform
A platform built by industry experts for their industry.
CRM
Financial services specific CRM enabling collaboration across the team.
Sales training
Bite-sized, on-demand training with video lessons and resource cards.
Business intelligence
Intuitive business intelligence with data-driven recommendations.
Payment technology
Advanced tool that accesses payment data without facilitating the transaction.
Third-party insights
Automated, AI driven insights for each client and prospect.
Sales enablement
Turnkey reports and digital client experience.
Challenge
Top 10 merchant services client approached by competitor with a 50% processor rate reduction.
Solution
Bank presented Identifee's turnkey and actionable, data-driven report to shift the conversation from fee-based to interchange cost optimization.
Results
Challenge
Increase YoY revenue by 50% with a team consisting of 40% new FTE.
Solution
Leveraged Identifee’s Skills Accelerator short videos and digital flashcards accessible on multiple devices. Conducted value-driven conversation to drive increased card acceptance.
Results
Insights in an instant
Propel innovative use of third party peer benchmarking insights.
Deliver a superior and consistent experience to efficiently enable revenue.
Modernize your technology stack to serve as an extension of your clients’ expectations.