Identifee performs the tasks of multiple solutions better, faster, and for a fraction of the cost.
A platform built by industry experts for their industry.
Financial services specific CRM enabling collaboration across the team.
Bite-sized, on-demand training with video lessons and resource cards.
Intuitive business intelligence with data-driven recommendations.
Advanced tool that accesses payment data without facilitating the transaction.
Automated, AI driven insights for each client and prospect.
Turnkey reports and digital client experience.
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.